Solution Example · Reference Architecture
Interactive Dashboard Simulation
Reference Demo
24
Active Projects
118
Resources Allocated
7
Pending Approvals
86%
Utilization
Business Challenge
Resource and project managers relied on disconnected spreadsheets to plan monthly capacity, allocate staff to projects, and track utilization — creating version-control issues and no single source of truth.
Proposed Architecture
Power Apps canvas application for resource and project manager dashboards
SharePoint document libraries and lists as the data foundation
Power Automate flows for automated capacity generation and allocation migration
Power BI embedded reporting for utilization analytics
Technology Stack
Power AppsSharePoint OnlinePower AutomatePower BIDataverse
Process Workflow
1
Resource manager sets monthly capacity
2
Project manager submits allocation requests
3
Automated capacity generation validates availability
4
Approved allocations sync to SharePoint / Dataverse
5
Power BI dashboards refresh utilization metrics
6
Monthly data exported to Excel for finance reconciliation
Security Considerations
Role-based navigation separating resource manager, project manager, and executive views
Governed Dataverse security roles and field-level permissions
Audit trail on allocation changes
Business Outcomes
Consolidated resourcing into a single governed application
Automated monthly capacity generation, replacing manual spreadsheet updates
Role-based dashboards for resource managers, project managers, and leadership
More Projects
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