{"id":40622,"date":"2026-01-21T08:00:00","date_gmt":"2026-01-21T13:00:00","guid":{"rendered":"https:\/\/www.dmcinfo.com\/?post_type=our_work&p=40622"},"modified":"2026-01-15T15:54:50","modified_gmt":"2026-01-15T20:54:50","slug":"custom-budget-management-solution-in-sharepoint","status":"publish","type":"our_work","link":"https:\/\/www.dmcinfo.com\/our-work\/custom-budget-management-solution-in-sharepoint\/","title":{"rendered":"Custom Budget Management Solution in SharePoint"},"content":{"rendered":"\n

This client manages a variety of construction projects, including overseeing the budget and tracking invoices from and payments to vendors. Prior to DMC\u2019s involvement, this process was handled through manual updates to\u00a0Excel spreadsheets and manual uploads of documents to the company server. This\u00a0led to\u00a0inconsistencies in handling and documentation between projects, a lack of visibility for upper management, and a reduced ability for project managers to delegate tasks effectively.\u00a0\u00a0<\/p>\n\n\n\n

DMC\u2019s priority is to address pain points for customers. We started this project with a discovery\u00a0phase to fully understand the functionality of the current solution and generate complete documentation of requirements. Then, we were able to create an architecture for a solution that addressed pain points while\u00a0leveraging\u00a0familiar tools and entry patterns by building within the SharePoint framework.\u00a0A\u00a0selection\u00a0of custom forms was built using React Typescript in an SPFx webpart. These covered data entry needs for project initiation, budget entry and amendment, and tracking payment commitments and status. Budget information\u00a0became\u00a0easily available in a familiar table format on the landing page for each project.\u00a0<\/p>\n\n\n\n

The approval process leverages Microsoft\u2019s built-in solution for approvals for notification in Teams and Outlook. It uses Power Automate to pull in additional information from SharePoint Lists and the .NET backend. The approval status is displayed on the main project page within the custom webpart. This improved visibility for the team and allowed project managers to effectively delegate budget tracking tasks to others while still being able to track and approve overall project status. <\/p>\n\n\n\n

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Additionally, DMC built automatic coversheet generation, which streamlined the processes\u00a0for providing billing information to vendors and\u00a0invoicing end clients.\u00a0Generation is performed in the .NET\u00a0backend,\u00a0and documents are saved to\u00a0the project\u00a0SharePoint folders\u00a0for easy re-access. Automated emails, including the relevant data and coversheets, are automatically set based on user-entered contact information.\u00a0\u00a0<\/p>\n\n\n\n

Learn more about DMC\u2019s\u00a0<\/strong>Custom Application\u00a0<\/strong><\/a>expertise and\u00a0<\/strong>contact us<\/strong><\/a>\u00a0for your next project.<\/strong>\u00a0<\/p>\n\n\n\n

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This client manages a variety of construction projects, including overseeing the budget and tracking invoices from and payments to vendors. Prior to DMC\u2019s involvement, this process was handled through manual updates to\u00a0Excel spreadsheets and manual uploads of documents to the company server. This\u00a0led to\u00a0inconsistencies in handling and documentation between projects, a lack of visibility for […]<\/p>\n","protected":false},"author":267,"featured_media":40635,"template":"","meta":{"customer":"Development & Construction Insight","summary":"

DMC created a custom SharePoint solution to centralize and standardize project budget handling for a construction management company. This included streamlining the budget entry and review processes and creating automated workflows for approvals and document generation.<\/p>","description":"","customer_benefits":"