Project Management ERP Software
Plan projects, tasks, resources, timesheets, budgets and milestone billing for project-driven businesses.
Common Project Management Challenges
- Projects overrun time and budget
- Resource allocation is unclear
- Timesheets are not filled
- Milestone billing is delayed
One System for the Whole Operation
Project Management ERP connects tasks, timesheets and expenses to budgets and raises milestone bills as work is completed.
Key features
- Project and task planning
- Resource allocation
- Timesheets
- Budget vs actual
- Milestone billing
Modules Included in Project Management ERP
A typical Project Management ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Project Management Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
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1ProposalSales
Proposal
- Department
- Sales
- Users / Roles
- Sales Director
- Sales Manager
- Sales Executive
- Inputs
- Customer or business requirement
- Activities
- Proposal recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Project Setup
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Project Setup
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2Project SetupOperations
Project Setup
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Proposal
- Activities
- Project Setup recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Planning
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Planning
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3PlanningProjects
Planning
- Department
- Projects
- Users / Roles
- Project Manager
- Team Lead
- Team Member
- Inputs
- Output of: Project Setup
- Activities
- Planning recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Execution
- ERP Modules
- Manufacturing Planning
- Bill of Materials
Typical configuration – refined to your exact process during implementation.
Next process: Execution
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4ExecutionProjects
Execution
- Department
- Projects
- Users / Roles
- Project Manager
- Team Lead
- Team Member
- Inputs
- Output of: Planning
- Activities
- Execution recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Timesheets
- ERP Modules
- Production
Typical configuration – refined to your exact process during implementation.
Next process: Timesheets
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5TimesheetsHR
Timesheets
- Department
- HR
- Users / Roles
- HR Manager
- HR Executive
- Payroll Executive
- Inputs
- Output of: Execution
- Activities
- Timesheets recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Milestone
- ERP Modules
- Attendance
- HR Management
Typical configuration – refined to your exact process during implementation.
Next process: Milestone
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6MilestoneOperations
Milestone
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Timesheets
- Activities
- Milestone recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Billing
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Billing
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7BillingFinance
Billing
- Department
- Finance
- Users / Roles
- Billing Executive
- Accountant
- Inputs
- Output of: Milestone
- Activities
- Billing recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Closure
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Closure
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8ClosureCorporate / Management
Closure
- Department
- Corporate / Management
- Users / Roles
- Super Admin
- Managing Director
- CEO
- Inputs
- Output of: Billing
- Activities
- Closure recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
- Reporting
- Dashboards
Typical configuration – refined to your exact process during implementation.
Who Uses Project Management ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Director
- PMO Head
Projects
- Project Manager
- Team Lead
- Team Member
Resources
- Resource Manager
Finance
- Billing Executive
- Accountant
Portal
- Client
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current project management processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Project Management ERP
See Project Management ERP configured for your processes. Request a personalised demo or a quote for your requirement.