← Client work · Business operations

Project lifecycle and consultant operations on one Dataverse platform.

The Modalus Code App brings project stages, development-application consultant costs, consultant sourcing and performance history together, with Dataverse custom APIs enforcing the write and deactivation boundary.

Power Apps Code AppReact + TypeScriptFluent UIDataverse custom APIsRole-based access
Modalus Project Features
MODALUSSummaryPhase A / B / CContactsPerformanceData Entry
DATAVERSE-FIRST CODE APPProject Features
Role-aware workspace
ProjectsDA costsConsultantsPerformance
PROJECT DETAILPhase A / B / CStatus, features and calculated context
CONSULTANTSSource + historyDiscipline, capability and location
SECURITYCapability resolverServer-side role checks
DATA ENTRYTransactional saveValidated Dataverse operations
Project viewsSummary, detail, phase lists and structured data entry.
Consultant registerSourcing, performance and controlled import workflows.
Dataverse-firstOne governed system of record behind a modern UI.
UAT boundaryDevelopment verified; named-role UAT remains a release gate.
What the platform actually covers

Projects, consultants and performance — not a generic records app.

The application is a connected operating model for project information and consultant decisions, with distinct views for review, maintenance and sourcing.

WorkspaceDelivered capabilityAuthoritative record
Project FeaturesCombined search, project detail, Phase A/B/C views, validated data entry and controlled deactivation.Project Feature with server-maintained calculated values.
DA consultant costsDiscipline and package rows, consultant lookup, fee/status context and transactional parent totals.Normalised child rows linked to the project.
Consultant registerDiscipline, capability and location sourcing, contact maintenance and controlled CSV import.Consultant table in Dataverse.
PerformanceFive scored dimensions, overall result, assessor/date context and project-linked history.Consultant Performance linked to consultant and project.
Security is enforced below the interface

The button is not the security boundary.

The app resolves capabilities for the user, but Dataverse privileges and server-side custom API checks remain authoritative.

A

Administrator

Can maintain application data and deactivate a project through a typed, server-checked operation.

PM

Project Manager

Can create and update project and consultant records, but cannot deactivate projects.

RO

Read-Only

Can search and review project, consultant and performance information without write controls.

Unassigned

The app stops before loading business data when the capability resolver finds no approved role.

Release boundary: build, automated tests, Solution Checker, release packages and Administrator-host workflows are verified in Development. Named Project Manager and Read-Only UAT, remaining client mappings and managed promotion to approved target environments are still required.
Engineering choices

Modern interface, governed platform.

The code-app pattern adds interface control without creating a second backend or bypassing the Power Platform delivery path.

Front end

  • React + TypeScriptComponent-based UI and typed application logic for richer navigation and task-focused layouts.
  • Fluent UIMicrosoft-aligned controls and a familiar enterprise interaction language.
  • Generated servicesDataverse models and service boundaries keep the code connected to the platform schema.

Platform boundary

  • Custom APIsProject saves, consultant saves and capability resolution execute through server-side operations.
  • DeactivationDeactivation is an Administrator-only action; hard delete is not exposed in the app.
  • Solution ALMRelease packages and environment promotion remain part of the handover, not an afterthought.
Talk through your platform

Need a richer front end without losing governance?

Share the project lifecycle, role model and records your team needs to maintain. We can help decide where a Code App adds value and where Dataverse should stay authoritative.

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