When you combine SAP Business One and IA Project planning software you have the perfect solution to the demanding needs of project driven companies. It will help you manage a combination of trade, service and projects through an integrated and easy to use system.
The handy Gantt charts will provide you with a real-time view of capacity and materials. You’ll also be able to link deliveries directly to project activities for a more acurrate view.
You’ll be able to use easy to interpret graphs for capacity planning. By using simple drag & drop you can add activities or hours to the project plan and then allocate them employees and machines.
Streamline your sales process with easier quoting and project management. You’ll be able to make sure quotes are accurate and achievable by instantly seeing the impact it will have on machines and labour.
You’ll have direct access to projected margin, planned-v-actual budgets as well as work in progress. With the extensive drill-down options to activities, material and labour, you’ll always have an accuratge view of the project, progress and work in progress.
You can book direct and indirect hours in time sheets, that roll-up to the project costing and will be shown on Gantt charts. The data can even be input through mobile devices on the shop-floor to save time.
With comprehensive material planning and procurement, materials can be linked to project activities or milestones and provide just-in-time purchasing. Project-based procurement and multiple warehouses are also supported.
Extensive invoice schemes are supported, including down payments and progress billing. Invoices can be linked to milestones, activities or scheduled to a date.
Integrated financial administration that is fed from all other relevant components of the software solution. Combined with flexible and extensive financial reporting.
Robust and easy to use CRM functionality providing opportunity management and a central database for sales, marketing and service. A single customer database fully integrated with quotes, orders and all other relevant data.
Create new projects from scratch, or copy from templates or other projects. Copy previous hours, materials, planning constraints, billing-scheme and attachments. Easily adjust hours, materials and prices to quickly create an overall project budget. With one click you can view and plan your new project with a real-time interactive Gantt chart. This will display all constraints and dependencies, combined with material requirements, labour, milestones, invoicing and delivery dates. Overlay your project plan with your departmental capacity to ensure resources are available for a reliable “available-to-promise”.
After developing a project budget you can quickly price and quote your project by using the extensive and flexible price lists within SAP Business One. Or simply add an up-lift margin to material and labour costs, or to the overall project cost. Using this estimate you can automatically generate a quote and create a sales order.
After developing a project budget you can quickly price and quote your project by using the extensive and flexible price lists within SAP Business One. Or simply add an up-lift margin to material and labour costs, or to the overall project cost. Using this estimate you can automatically generate a quote and create a sales order.
Plan your material requirements on a project basis. Any project can include individual material components and pre-defined BOMs, all combined to create a project BOM which also can be adjusted. Material can be assigned to specific project activities to enable just-in-time planning and purchasing. Create material recommendations for a single project or combine multiple projects. All material requirements, PO’s and production orders are visible in the interactive Gantt chart.
Record and book time by project, activity and work type. Remote users can even input their time via a web browser. Time can be approved and booked to a project where it will immediately show up as “actual” hours in the project budget and thereby enable real-time insight into budget-vs-actual. Actual booked hours are also immediately displayed in the project Gantt chart.
Establish a billing method for the project with down payments, percentage of completion, milestone, or time & materials. Invoices can be tied to the completion of a project activity, a milestone or on a specific date. This ensures your invoices are generated promptly to maximize your on-time collections. Every project has a screen to show Budget v Actual and Work-in-Process to keep track of any financial changes to a project. For each activity and phase you have complete insight into planned and actual costs, project margin, work in progress and budget to go. You will always have up-to-date control over the financial health of your projects and your project margin!
“I now have the data I need to do my job. You can’t put a price tag on the value of timely, accurate information. SAP Business One and Variatec Project have delivered a lot of benefits, but that is the biggest of them all. We examined every process and redesigned it to take optimal advantage of SAP Business One for Project Industries. It was a lot of work but it was worth it! Our profitability has almost doubled!”
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