Overview
ProjectFlow 360 takes every project from the first request to closure in one governed system: structured intake, cost estimation, multi-level approvals, an approved baseline, change requests and actual-cost tracking. It is built natively on Microsoft Dataverse, so your data stays in your own environment and is secured by Dynamics 365 security roles.
It needs no extra Microsoft add-on licences and calls no external services. Each user needs a Microsoft Dynamics 365 or Power Apps licence.
Features
- Structured intake — request processes for IT, construction, capital investment, marketing, facilities and standard projects, each with stage gates.
- Cost estimation — estimates from rate cards, cost categories and project-type templates, with CapEx/OpEx split and revisions.
- Configurable approval engine — rules by amount, CapEx, priority or project type; sequential and parallel steps; user or team approvers; delegation, escalation and route preview before submitting.
- Baselines and change control — the approved budget and schedule are locked as a baseline; changes above threshold trigger re-approval.
- Delivery tracking — phases, tasks with dependencies, milestones, team members, risks and actual costs against budget.
- Dashboards — Governance Cockpit, Request Pipeline, Gantt, Roadmap, Cost Control and Executive views.
- Audit trail — every submission, decision and change is logged.
Getting started
- Install ProjectFlow 360 from Microsoft AppSource into a Dataverse environment. Sample configuration (cost categories, rate cards, six project types, stage gates and approval workflows) is loaded on first install.
- Give users Basic User plus one of ProjectFlow Administrator, ProjectFlow Project Manager or ProjectFlow Approver. Set a Manager on every requester's user record.
- Under Configuration › Approval Workflows, replace the sample "Specific User" approvers (set to the installing administrator) with your own.
- Open the ProjectFlow 360 app, create a Project Request, preview its approval route and submit it. Approvers act from the Governance Cockpit; final approval creates the Project with an approved estimate and Baseline 1.
Support
Email contact@cvvtechnologies.com with your organisation name, environment URL, ProjectFlow 360 version (Solutions › ProjectFlow 360) and a description or screenshot of the issue.
| Severity | Example | First response |
|---|---|---|
| 1 – Critical | Requests cannot be submitted or approved for all users | 4 business hours |
| 2 – High | A key feature fails for some users | 1 business day |
| 3 – Normal | How-to questions, minor defects | 2 business days |
Business hours: Monday–Friday, 09:30–18:30 IST.
FAQ
Where is my data stored?
In your own Dataverse environment, in the region you chose. ProjectFlow 360 does not send data to CVV Technologies or third parties.
Can I uninstall it?
Yes. In Power Platform admin centre or make.powerapps.com › Solutions, delete CVVProjectFlow360. Deleting the managed solution removes its tables and their data, so export anything you need first.
Do upgrades keep my data?
Yes. Updates from AppSource upgrade the managed solution in place and keep your records and configuration.