Project Management and Control powered by Axtension

Truvio Project Management and Control for Dynamics 365 Finance and Operations

Coordinate planning, execution, shipping, and documentation for project-driven operations with confidence in one environment.

Why Truvio Project Management & Control?

Protect project viability & profitability

Keep margins healthy and safeguard long-term project viability by proactively managing financial performance. Align delivery decisions with financial goals and prevent margin erosion before it impacts outcomes.

Stay Ahead of Budget Risks

Closely monitor project budgeting progress and forecast and predict potential costing challenges. Track budgets in real time and forecast potential cost overruns before they become problems.

Clarity at every project milestone

Intuitively monitor project revenue, costs, and estimates across each stage of the lifecycle. With dependable reporting teams can quickly spot deviations and take corrective action from planning through final delivery.

Simplify Complex Logistics

Align shipping and logistics with project item requirements, schedules, and dependencies. Reduce coordination effort with a unified view and ensure the right items arrive at the right place and time to keep projects moving smoothly.

Centralized Project Documentation

Centralize all project documents and deliverables in a single, reliable location, automatically linked to the relevant projects and tasks. Ensure teams always work with the latest information, reduce duplication and errors, while improving traceability and ownership.

Axtension Project Controlling in Microsoft Dynamics 365 Finance and Operations showing a project monitoring and control dashboard with budget KPIs, S-curve charts, cost variance metrics, and a detailed project budget table.

How Truvio Project Management and Control Benefits Your Business

Project Management and Control brings together planning, execution, financial control, and logistics oversight to support predictable delivery and stronger governance across the full project lifecycle.

Ensuring project managers, operations teams, and finance departments work from the same data, with shared visibility into progress, cost, and profitability. Making it an ideal fit for project-based manufacturing, engineering, and other complex, delivery-driven industries.

Truvio Project Management and Control cashflow dashboard showing estimated vs budgeted project cashflow, margins, and weekly financial performance in Microsoft Dynamics 365 Finance and Operations.

Project Management & Planning

The data required to effectively plan complex projects already exists within Microsoft Dynamics 365. Truvio brings together real-time finance, resource, and logistics data to enable comprehensive and accurate project planning. Because successful enterprise project planning depends on collaboration across the organization, the solution connects insights from Finance, Procurement, Human Resources, and Logistics, ensuring every team’s data is included to support informed, coordinated planning decisions.

Project Controlling

Every project is unique, and as complexity increases, so do the risks of scope creep and margin erosion. To stay in control, teams need real-time visibility into schedule, costs, and performance to identify financial threats early and adapt plans quickly. Embedded in Microsoft Dynamics 365, Truvio consolidates project data from across the organization to deliver real-time earned value management insights—so issues are identified before projects fall behind or go over budget.

Shipping Control

Managing project shipments manually is time-consuming and error-prone, requiring constant switching between Microsoft Dynamics 365, spreadsheets, carrier portals, and paperwork—especially when project plans change. Shipping Control centralizes domestic and international shipment management directly within the project context, giving teams better visibility into delivery status, supporting non-standard inventory shipments, and helping projects stay on schedule and in control.

Project Document Control

Project success depends on having the right documents available at the right time. When project teams struggle to access or share critical content, decisions slow down, delivery is delayed, and compliance risks increase. Embedded in Microsoft Dynamics 365, Content Gate connects project teams to a single, trusted source of documents, enabling seamless collaboration across roles, departments, and external stakeholders—so everyone works with the same information throughout the project lifecycle.

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FAQ

1.) How does it increase competitive advantage?

It provides real-time visibility into project budgets, margins, and delivery, enabling faster decisions and earlier risk detection. By improving predictability and reducing financial uncertainty, organizations protect profitability to can scale with confidence and support sustainable business growth.

2.) How does it add value beyond standard Dynamics 365 functionality?

It extends Dynamics 365 with advanced project-centric planning, budgeting, and margin insight that go beyond standard finance and operations capabilities. By connecting revenue, costs, logistics, and project documentation directly to project execution, it provides deeper control and transparency without leaving the Dynamics environment.

3.) What advantages does it offer over standalone planning software?

Unlike standalone tools, it operates within Dynamics 365, eliminating data silos. The solution gathers real-time data across all Dynamics 365 areas to create a truly comprehensive, real-time project overview, combining planning, execution, and financial insight in one connected system.