EPC / Project Management Module for
Microsoft Dynamics 365 Business Central

Engineering, Procurement, and Construction (EPC) projects involve complex BOQs, long project lifecycles, contractors, procurement, staged billing, and strict cost control.

Managing these processes through spreadsheets and disconnected systems can lead to budget overruns, delayed billing, limited visibility, and weak coordination between project execution and finance.

Leaping Frog Solutions' EPC / Project Management Module for Microsoft Dynamics 365 Business Central provides an ERP-integrated platform to manage project planning, BOQ, procurement, contractors, materials, execution, quality, billing, and project finance.

The solution connects project operations with procurement, inventory, accounting, and project costing to provide better control across the complete EPC lifecycle.

Business Challenges Addressed

Fragmented tracking of project scope, BOQ, and execution
Limited control over project approvals and amendments
Difficulty managing contractors, materials, and work orders
Poor visibility into project costs versus budgets
Manual tracking of progress, RA bills, and certifications
Weak integration between site execution and finance
Delayed customer billing and collections

Solution Overview

The EPC / Project Management Module extends Microsoft Dynamics 365 Business Central with structured functionality for managing the complete EPC project lifecycle.

The Solution Supports:

Project planning and BOQ management
Procurement and supply management
Contractor registration and work orders
Material issue, consumption, and returns
Progress tracking and quality certification
JMC and RA billing
Project costing and WIP
Customer and contractor payments
Timesheet and resource cost management

By connecting these processes within ERP, organizations gain improved project visibility, cost control, billing accuracy, and financial governance.

Process Flow

Improve EPC Project Control with Business Central

Manage projects, BOQs, procurement, contractors, billing, and project finances through an integrated ERP solution.

Functional Architecture

Project Initiation & Planning

Project master with customer, location, contract value, timelines, and billing methods
Project BOQ creation and maintenance
Bulk BOQ upload utility
Project planning lines
Work Breakdown Structure (WBS)
Supply and execution plans
Project approvals and amendment tracking

This creates a structured foundation for project execution and scope control.

Procurement & Supply Management

Project-specific EPC Purchase Orders
Blanket Purchase Orders
Material clearance to vendors
Dispatch instructions and purchase receipts
Supplier invoice booking
Vendor payment processing

All procurement transactions can be linked to projects for accurate cost capture.

Material Handover & Supply Billing

Material Handover (MRHOV) linked to supply receipts
Supply RA Bill generation
RA billing against project and customer

This improves traceability between material supply and customer billing.

Contractor Management & Execution

Contractor registration and document checklists
Work orders linked to WBS
Contractor material requests
Material issue to contractors
Material consumption and return tracking
Project journal posting

This provides better control over contractor activities and project materials.

Progress, Quality & Certification

Progress tracking against work orders
Quality check entries
Joint Measurement Certificate (JMC) generation
Quality certification and approvals

Verified progress and quality records provide a structured basis for project billing.

Billing & Financial Management

RA Bill - Erection linked to JMC
Contractor bill booking
Contractor payments
RA invoices to customers
Customer payment receipts
Integration with General Ledger, WIP, and project costing

This helps finance teams maintain visibility into project costs, billing, and cash flow.

Resource & Time Management

Project-linked timesheets
Resource cost capture
Labour cost visibility

This supports more accurate project costing and profitability analysis.

Monitoring & Operational Visibility

The module provides visibility into:

Project execution versus plan
Material issued, consumed, and returned
Contractor progress and billing
Supply and erection RA bills
Project costs and financial status

Reporting & Analytics

Management reports may include:

Project Analysis
Project Planning Lines
Project Transaction Details
Project Register
Project Actual vs Budget
Project WIP to G/L
Project Suggested Billing
Projects per Customer
Items per Project / Projects per Item

These reports support project performance, profitability, cost, and risk analysis.

Controls, Compliance & Governance

Approval-based project creation and amendments
Structured linkage between execution, quality, and billing
Complete project lifecycle audit trail
Better project cost and billing governance
Improved alignment between project operations and finance

Copilot AI for EPC Project Management

Make Project Management More Intelligent with Microsoft Copilot

EPC projects generate large volumes of information across BOQs, procurement, materials, contractors, progress, billing,
and financial data.

Microsoft Copilot and AI capabilities can add an intelligence layer to improve visibility and interaction with relevant
project information, depending on the implemented architecture and integrations.

Potential AI-Enabled Capabilities

Summarize project status and progress
Identify project cost or budget variances
Help locate project transactions and documents
Provide visibility into pending approvals
Summarize contractor and procurement activity
Assist with project billing follow-up
Support natural-language queries across project information

AI capabilities depend on the implemented architecture, integrations, data availability, and configured Microsoft ecosystem components.

Explore Copilot and AI for Project Management

Discover how Microsoft Copilot and AI can improve project visibility, reporting, and operational follow-up.

Business Benefits

Project Cost & Margin Control
Project Cost & Margin Control
- BOQ and WBS-based cost tracking
- Early visibility into cost overruns
- Improved project profitability
Operational Efficiency
Operational Efficiency
- Reduced spreadsheets and manual coordination
- Faster progress-based billing
- Better contractor and supplier control
Financial Visibility
Financial Visibility
- Real-time project cost and WIP visibility
- Improved billing and cash-flow monitoring
- Stronger alignment between operations and finance

Why Choose Leaping Frog Solutions?

Leaping Frog Solutions is a trusted Microsoft Solution Partner in India, delivering enterprise-grade ERP, AI, and digital transformation solutions across industries.

Our Expertise

Microsoft Solution Partner in India
14+ Years of Experience
ERP Implementation Company in India
ERP Consultant in India
Dynamics 365 Experts in India
Microsoft Dynamics 365 Business Central Experts
Dynamics 365 Finance & Operations Experts
Microsoft Copilot AI Experts

What We Deliver

Secure and scalable .NET-based development
Seamless Microsoft ecosystem integration
Enterprise-grade scalable solutions
End-to-end digital transformation powered by ERP and AI
Custom ERP-grade applications tailored to business needs
ERP implementation, customization, integration, and support

Industry Applicability

EPC & Infrastructure
Companies

Manage project planning, procurement, contractors, execution, billing, and project costing in one ERP environment.

Engineering & Construction
Companies

Improve visibility into BOQs, project costs, materials, progress, and customer billing.

Capital Goods & Turnkey
Project Organizations

Connect project execution, procurement, inventory, and finance for better project control.

System Integrators &
Project-Driven Manufacturers

Manage project-based procurement, resources, execution, costing, and billing through Business Central.

Ready to Improve EPC Project Control?

Manage project planning, BOQ, procurement, contractors, execution, billing, and project costing through an integrated Business Central solution.

Solutions

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EPC / Project Management Module for Microsoft Dynamics 365 Business Central