With SAP Business One ERP, you are getting an integrated software system and management solution with project and resource management capabilities.
Total Management of your Projects, Resources and Costing
Watch a Demo on project and resource management capabilities in SAP Business One ERP
The project management module helps you to monitor the progress of tasks, stages and subprojects, as well as to analyse budget costs and generate reports on various aspects of the project. With the implementation of the Project Management module, you can expect the following business benefits:
- Better planning and management of projects and resources due to increased project transparency of each activity and project stage as a result of a more holistic overview of projects and detailed information related to each project.
- Faster and better management and understanding of costs related to specific project tasks.
- More accurate estimation of budgeted project costs and measure of actual costs incurred by a particular task versus its budgeted costs.
- Streamlined billing process with the billing document generation wizard.
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Detailed Software Functionality of Project and Resource Management
- Job budgets – create a budget against the job. Manage budget vs actual for the project.
- Sub jobs – create and monitor sub jobs with ease.
- Job Stages – specify the various stages of the job. This can include start and end dates for each stage, tasks associated with each stage, planned costs, % effort, actuals, allocation of tasks to employees and co-dependencies.
- Time sheets – use the time sheet functionality to process time to the project.
- Purchase orders relevant to the job – use the standard and comprehensive SAP Business One Purchase order functionality to track your purchase order commitments against the job. Use authorizations and approval procedures to ensure that purchase orders are signed off and authorized before being sent to the supplier.
- Invoicing – create AR invoices against the job.
- AP invoices – create AP invoices either from an open purchase order or if you don’t use purchase orders then create the AP invoice without completing the PO stage – the choice is yours.
- Job / project documentation – scan and attach project documentation to the relevant job.
- Job activities and notes – keep activities (meetings, notes, follow-ups and tasks) associated with projects. Allocate tasks to SAP Business One users or employees for follow up.
- Project to do lists – create project to do lists.
- Go mobile – use the SAP Business One web client to go mobile. Get the project information that you want, when you want it.
- Project Hierarchy – SAP Business One helps your business manage complex and multi-level projects by allowing you to form a hierarchical tree of subprojects, where the main project (only one) sits at the top of the hierarchy.
- Billing Document Generation Wizard – SAP Business One allows you to automate the billing process directly from the project. The wizard collects open documents and billable items, such as bill sales and purchasing documents, activities, work orders and timesheets, connected to your project for invoicing through A/R Invoices or A/R Delivery Documents. You can choose the sources targeted for invoicing. These billed sources will not show up in the next billing wizard, thus allowing you to bill the same project as many times as needed.
- Gantt Chart – SAP Business One allows you to view your project in a graphical Gantt chart format, with the different stages of your project, dependencies, and completion percentage displayed in an easy to understand layout.
- Reports – There are 4 predefined reports featured in the project management module, namely:
- Stage Analysis – It lists the stages of a project or subproject according to the selection criteria.
- Open Issues – It lists the open or closed issues recorded in the project or subproject according to the selection criteria.
- Resources – It lists the resources that are connected to the project or subproject within a work order according to the selection criteria.
- Time-Sheet – It shows all timesheet entries for a project stage.