Aegis Capital Forecasting brings earned value management directly into Business Central. A single source of truth for budgets, actuals, commitments, progress, and forecasts — without leaving the ERP.
Capital project owners in mining, infrastructure, and energy rely on spreadsheets to forecast costs. Budget-to-actual tracking is manual, earned value calculations are error-prone, and AFE spending authority is managed outside the ERP. By the time a cost overrun is visible, it's too late to act.
From work breakdown structure to earned value metrics, Aegis covers the full cost control lifecycle.
Hierarchical project structure with unlimited nesting. Rollup nodes, control accounts, and work packages with automatic indentation and parent-child validation.
Time-phased budget lines by WBS node, cost type, and period. Budget versioning with approval workflow and change order tracking via version lineage.
AFE master with authorized amount, status workflow, and supplement support. PO Spending Gate validates purchase orders against remaining authority before commit.
Bid-form style pay items (lump sum, unit price, milestone) with weighted milestone steps for objective progress measurement and automatic earned value calculation.
BAC, AC, EV, CPI, SPI, CV, SV, EAC, ETC, VAC. Configurable EAC methods including BAC/CPI with minimum CPI threshold to prevent early-period distortion.
Period-based progress worksheet with automatic entry creation from pay items. Step completion tracking with carry-forward between periods.
Materialized forecast snapshots for period-over-period trending. Job Queue integration for automated builds with configurable retention.
Cost Report page with live EVM metrics. 5 OData API pages for Power BI: WBS Forecast, Snapshots, Posted Actuals, Open Commitments, Pay Item Progress.
8 feature toggles to match your organization. Enable or disable AFE gates, budget versioning, pay item tracking, BC Projects bridge, P6 import, and more.
Configure Aegis for your organization's specific needs.
| Toggle | Purpose |
|---|---|
| Enforce AFE Spending Gate | Block POs that exceed AFE authority |
| Require WBS on Purchase Lines | Mandate cost coding on every PO line |
| Enable Budget Versioning | Multi-version budget with approval workflow |
| Enable Pay Item Tracking | Pay items and rules of credit for EV measurement |
| Require RoC Approval for EV | Only approved rules of credit generate earned value |
| Enable BC Projects Bridge | Link WBS nodes to BC Projects and import planning lines |
| Enable P6 Schedule Import | Import schedule data from Primavera P6 |
| Auto-Close Expired AFEs | Automatically close AFEs past their expiry date |
Aegis calculates all standard earned value metrics from your progress data and posted actuals. No formulas to maintain, no spreadsheets to reconcile.
One plan. Every feature. No tiers to compare.
14-day free trial from Microsoft AppSource
| Platform | Dynamics 365 Business Central (Cloud) |
| Runtime | 14.0+ |
| Application | 25.0.0.0+ |
| Dependencies | None (base application only) |
| API Pages | 5 (OData v4 for Power BI) |
| Distribution | Microsoft AppSource |
14-day free trial. Install from Microsoft AppSource and start forecasting in minutes.