Financial Fields Automation

Project Overview

Brookbanks required an automated and scalable solution to gain deeper insights into project financials, including real-time tracking of internal and external costs. I delivered a custom integration between Dovico and Microsoft Dataverse using Power Platforms, ensuring a single source of truth for timesheet and financial data.

Key Features

• Automated Client & Third Party Cost Retrieval
  Daily Dataflows retrieve and populate project costs directly from the Dovico API, ensuring up-to-date financial data with no manual entry.

• Historical WIP Tracking
  Power Automate captures cost and WIP changes over time in a dedicated reporting table, integrated with Power BI for monthly performance tracking.

• Timesheet Import with Pagination
  Robust Dataflows import and link timesheet entries to projects in Dataverse, handling large datasets with Dovico's pagination and OAuth security.

• Seamless User Experience
  All imported data is surfaced in model-driven Power Apps, making it easily accessible for project managers and financial stakeholders.

Benefits

• Reduced manual effort and risk of errors
• Centralised, real-time financial data
• Scalable architecture ready for future enhancements
• Enhanced project visibility and forecasting accuracy

Designing a robust architecture to automate complex financial calculations without compromising data integrity Handling large volumes of timesheet data with API pagination and rate limits Ensuring seamless integration and real-time updates between Dovico and Dataverse Maintaining read-only compliance and secure authentication throughout the platform Implementing historical tracking for audit and reporting needs without affecting system performance