Power BI Dashboard Design for Construction
Budget: $5,000 – $10,000 AUD
Project Scope: Power BI Dashboard Development for Civil Construction
1. Project Objective
To design and implement a suite of interactive Power BI dashboards that consolidate data from Business Central and other relevant systems to provide real-time insights for strategic, financial, and operational decision-making.
2. Stakeholders
Primary Users: Directors, Finance Team, Project Managers
Data Owners: Finance, HR, Project Delivery, Procurement
IT Support: Internal IT or external Business Central partner
3. Data Sources
Primary:
- Microsoft Dynamics 365 Business Central (Finance, Jobs, Purchasing, Sales, Inventory)
Secondary (examples):
- Excel/CSV files (e.g., budgets, forecasts)
- Project management tools (e.g., Procore, Aconex, MS Project)
- HR systems (e.g., Employment Hero, MYOB, or similar)
- Timesheet systems (e.g., TSheets, ClockShark)
4. Key Dashboards & KPIs
A. Executive Dashboard (Directors)
- Company-wide financial performance (Revenue, Profit, Cash Flow)
- Project pipeline and backlog
- High-level project health (on-time, on-budget)
- Risk indicators and alerts
B. Financial Dashboard (Finance Team)
- Budget vs Actual (by project, department, company)
- Aged receivables/payables
- Cash flow forecasting
- Cost centre and GL account analysis
- Job costing and WIP reporting
C. Project Dashboard (Project Managers)
- Project progress (timeline, milestones)
- Budget tracking (original vs revised vs actual)
- Resource utilisation
- Subcontractor and supplier performance
- Variations and claims tracking
5. Functional Requirements
- Real-time or scheduled data refresh
- Role-based access and security
- Drill-down and filter capabilities
- Export to PDF/Excel
- Mobile and desktop compatibility
6. Technical Requirements
- Power BI Pro or Premium licensing
- Data gateway setup for on-premise or hybrid sources
- Data model design and optimization
- Integration with Business Central APIs or OData feeds
7. Project Phases
1. Discovery & Requirements Gathering
2. Data Mapping & Integration Design
3. Dashboard Prototyping
4. User Feedback & Iteration
5. Deployment & Training
6. Ongoing Support & Enhancements
8. Timeline
Estimated 8–12 weeks depending on data complexity and stakeholder availability.
9. Risks & Mitigations
- Data quality issues → Conduct data cleansing and validation
- Integration delays → Early engagement with IT and vendors
- User adoption → Provide training and documentation
1. Project Objective
To design and implement a suite of interactive Power BI dashboards that consolidate data from Business Central and other relevant systems to provide real-time insights for strategic, financial, and operational decision-making.
2. Stakeholders
Primary Users: Directors, Finance Team, Project Managers
Data Owners: Finance, HR, Project Delivery, Procurement
IT Support: Internal IT or external Business Central partner
3. Data Sources
Primary:
- Microsoft Dynamics 365 Business Central (Finance, Jobs, Purchasing, Sales, Inventory)
Secondary (examples):
- Excel/CSV files (e.g., budgets, forecasts)
- Project management tools (e.g., Procore, Aconex, MS Project)
- HR systems (e.g., Employment Hero, MYOB, or similar)
- Timesheet systems (e.g., TSheets, ClockShark)
4. Key Dashboards & KPIs
A. Executive Dashboard (Directors)
- Company-wide financial performance (Revenue, Profit, Cash Flow)
- Project pipeline and backlog
- High-level project health (on-time, on-budget)
- Risk indicators and alerts
B. Financial Dashboard (Finance Team)
- Budget vs Actual (by project, department, company)
- Aged receivables/payables
- Cash flow forecasting
- Cost centre and GL account analysis
- Job costing and WIP reporting
C. Project Dashboard (Project Managers)
- Project progress (timeline, milestones)
- Budget tracking (original vs revised vs actual)
- Resource utilisation
- Subcontractor and supplier performance
- Variations and claims tracking
5. Functional Requirements
- Real-time or scheduled data refresh
- Role-based access and security
- Drill-down and filter capabilities
- Export to PDF/Excel
- Mobile and desktop compatibility
6. Technical Requirements
- Power BI Pro or Premium licensing
- Data gateway setup for on-premise or hybrid sources
- Data model design and optimization
- Integration with Business Central APIs or OData feeds
7. Project Phases
1. Discovery & Requirements Gathering
2. Data Mapping & Integration Design
3. Dashboard Prototyping
4. User Feedback & Iteration
5. Deployment & Training
6. Ongoing Support & Enhancements
8. Timeline
Estimated 8–12 weeks depending on data complexity and stakeholder availability.
9. Risks & Mitigations
- Data quality issues → Conduct data cleansing and validation
- Integration delays → Early engagement with IT and vendors
- User adoption → Provide training and documentation