AI Recording for Teams meetings
Record the meeting and get an AI-generated summary of decisions, responsibilities and follow-up actions to move the project forward.
ElitePlanner
PROJECT AND TASK MANAGEMENT IN BUSINESS CENTRAL
Imagine your entire company working together in one solution
Where tasks, projects and documents come together, and employees’ time entries and photos from their phones become shared insights. Everything is connected in Business Central, so project managers, finance and management always have an up-to-date overview – and everyone can focus on getting the job done.
What is ElitePlanner?
ElitePlanner is a project management solution developed for Business Central. It brings visual planning, tasks, resources, time tracking, collaboration and financial monitoring together in one connected project workflow.
AI meeting follow-up & mobile
Turn meetings into progress. Take your work with you.
ElitePlanner helps you keep track of decisions made in Teams and gives employees mobile access to their everyday project workspace.
A mobile-friendly workspace
View your own tasks, deadlines, status and project information in an interface that adapts to iPhone, other phones and tablets.
✓ Mobile-friendly interface
Planning and finances on a shared foundation
Business Central is the engine. ElitePlanner is your workspace.
Project managers get a visual way to work with plans, tasks, and resources, while entries and project data are reflected in Business Central.
- ✓ Project plans, tasks, and resources in one context
- ✓ Time entries linked closely to the actual task
- ✓ Up-to-date project costs and financial tracking
- ✓ Less duplicate entry between planning and finances
MicrosoftBusiness
CentralShared data foundation
CentralShared data foundation
ElitePlannerYour everyday workspace
ProjectsTasksPlanningTime
What is ElitePlanner?
A modern workspace on top of Business Central.
Plan projects and resources visually. Let employees work on tasks, track time and collaborate. Then monitor progress and finances using the same data.
✓
Built for Business Central
Connected planning, delivery and finance
Tasks
Search resources… Show all resourcesShow in daysSchedule project26.08.2030 – 15.11.2030 ▣
Project/TaskStartEnd
⊟ Platform renewal · Demo
＋Analysis and scoping26.08.3002.09.30
＋Planning03.09.3018.09.30
＋Integration and setup17.09.3002.10.30
＋Quality assurance29.09.3009.10.30
＋Data conversion01.10.3023.10.30
＋Functional testing21.10.3003.11.30
＋Preparation for operation30.10.3010.11.30
＋Go-live decision11.11.3015.11.30
⊟ Demo resources
Demo resource 01
Demo resource 02
Demo resource 03
September 2030Week 36Week 37Week 38Week 3926 30 03 07 11 15 19 23 27 01 05 09 13
Analysis and scoping
Planning
Integration
Quality
Data conversion
Functional testing
Preparation
Go-live
One shared workspaceBusiness Central as the backendAccess on your own subdomain
Three business functions. One view of the project.
From planning to financial monitoring.
ElitePlanner connects what the project manager plans with what the team delivers and what finance monitors in Business Central.
Plan projects and resources
Create a visual timeline, define dependencies and allocate capacity.
Record work as it happens
Give your team tasks, deadlines, collaboration and time tracking in one workspace.
Monitor finances in Business Central
Track time, resource usage and project finances using shared data.
VISUAL PLANNING
See the timeline, dependencies and resources.
The Gantt chart makes the project timeline visible, while drag and drop and capacity data make resource planning practical.
TASK WORKSPACE
Collaborate right where the task lives.
Bring responsibilities, deadlines, estimates, files, communication and progress together around each task.
TIME & FINANCES
Log time as the work gets done.
Hours are linked to the relevant task, providing a more up-to-date basis for tracking progress and project finances.
AUTOMATED SCHEDULING
Let your plan reflect reality.
Generate timelines and resource bookings based on dependencies, skills, capacity, and availability.
One shared view of your projects
Relevant across the business.
Project managers
Prioritize, plan, and track progress across client work and internal projects.
OVERVIEW & FOLLOW-UPFinance & CFO
Track logged time, project costs, and changes in the project's financial position.
CONTROL & FINANCESManagement
See status, schedules, resource allocation, and finances across projects.
INSIGHT & DIRECTIONProject team members
View your tasks, share knowledge and files, log time, and keep progress up to date.
FOCUS & COLLABORATIONOne connected project workflow
From the first task to financial monitoring.
Create
Define the project structure, tasks, deadlines, estimates, and owners.
Connect
Specify task dependencies and the resources or skills required.
Plan
Assign resources manually or generate a plan based on capacity and availability.
Execute
Work on tasks, collaborate, share files, and log the time spent.
Follow up
View progress, schedules, resource use, and project finances together.
ElitePlanner Product VideoFAQ
Get the quick answers—or book a walkthrough to see the solution applied to your own projects and processes.
Contact usDoes ElitePlanner work with Business Central?
Yes. ElitePlanner works directly on top of the standard Projects module in Business Central, where all data is stored, except documents, which are stored in MS SharePoint. Data is stored in one place, giving the solution a shared data foundation.
Can ElitePlanner display a Gantt chart?
Yes. The visual project plan shows the project timeline, tasks and assigned resources, so you can plan visually using drag and drop.
Can we plan employee capacity?
Yes. Resources can be assigned to tasks, and workload is calculated based on employees’ capacity and availability.
Can ElitePlanner schedule tasks automatically?
ElitePlanner can generate a project plan based on factors such as task dependencies, resource types, capacity and availability in relation to workload. Ad hoc tasks can be scheduled in just a few clicks.
Can employees track time and collaborate on tasks?
Yes. Tasks serve as workspaces where the team can keep track of responsibilities and deadlines, communicate, share files and record time spent.
Can ElitePlanner record Teams meetings with AI?
Yes. AI Recording lets you record Teams meetings and turn the follow-up actions into tasks in just a few clicks. These can then be scheduled, making it easier to keep the project’s next steps on track and adjust them based on the meeting’s decisions.
Can ElitePlanner be used on mobile devices?
Yes. ElitePlanner’s interface is optimized for mobile screens, so employees can access their own tasks, time tracking, documents, chat, deadlines, status and relevant project information from a phone or tablet.
What types of tasks is ElitePlanner suitable for?
ElitePlanner can be adapted to your workflows. You configure the task types you need, such as administrative tasks, project tasks, service and call-outs, and sales tasks.
Can we view a task’s history?
Yes. Comments, documents, and changes to status and roles are automatically recorded on the task. This provides a complete overview of what happened, when it happened, and who made the change.
Ready to bring your project together?
See ElitePlanner in the context of your working day.
Book a no-obligation demo and talk to Elite IT about your project workflow, resources, and Business Central setup.
View ElitePlanner on Microsoft Marketplace ↗
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