Project management

Regardless of whether you run a construction, design or research, event or IT, engineering or consulting company, sooner or later you always supervise a project.

To easily manage such a process, use the SAP Business One system, in which you will prepare a project plan, define all its functions, such as duration and schedule, stages and responsible persons, resources, and budget. In one place you will collect all the most important data that you can analyze just as easily. Alerts and information at each stage will ensure your managers stay on time and on budget.

New quality of project management thanks to SAP Business One

ProjectManagement is specially designed for small and medium-sized enterprises that manage projects in service activities such as consulting and IT and engineering companies. The solution supports the entire workflow of documents in these enterprises, from design to embedded business analysis. Together with ProjectManagement, you have continuous access to current data regarding your business, thanks to which you will make your business more profitable.

ProjectManagement meets your needs

  • It enables more effective planning of your projects,
  • It allows you to meet customer requirements faster and more flexibly,
  • Built-in analyzes allow you to check profitability and warn about problems that require immediate intervention,
  • You have access to all the necessary information no matter where and where you are.

A series of ready-made reports and key value indicators (KPI) will allow you to control all projects in one place.

The built-in workflow, document archive and BI tool will facilitate the supervision of revenues and costs. You will be able to find out about the margins of projects even before you sign the contract, and this will make it easier for you to negotiate with both the client and the contractor.

The use of all elements of the ERP system will allow you to answer the most frequently asked questions: Who? What? With whom and about what? For how much? For when?

Everything in one place, from general to specific.

Functionalities of the project management solution

Uniform user interface

ProjectManagement is an integrated, affordable project management and accounting solution designed specifically to meet the needs of small and medium-sized enterprises.

The project management solution supports the entire document flow in these enterprises, from project planning, through data entry and approval, to financial analysis. The application provides authorized employees with ongoing access to all the necessary information they need to make decisions. ProjectManagement is not only an easy-to-use and affordable solution, but also with rich functionality and easily adaptable to the unique needs of customers.

Direct access to all project data

Project management module, which contains complete data concerning e.g. employees, materials and contracts enables the user to plan projects, calculate costs, manage project status, …

… issue invoices and deliver data to the accounting module. Additionally, the application allows authorized users direct access to all necessary data.

Two-way connection with MS Project enables synchronization of the structure of project phases, planned values and resources at any time through a ready interface. Additionally, current data can be exported to MS Project.

Purchases related to the project phase

ProjectManagement supports you in the project-related procurement process – from an inquiry sent to various vendors to the purchase invoice.

Registered services provided by external contractors can also be taken into account when generating purchase invoices.

Accurate, project-related data logging

If a project is opened for entries, employees can record working time both by entering hours and a specific start and end time. If they do not have access to a standard web system or application, …

… administrators may be authorized to record working time on behalf of employees. Entering working hours is simple and takes into account different working patterns, working time models and calendars along with holiday periods that are specific to the country of each employee. Material costs incurred during the project can be allocated to the actual project according to the agreed terms. Feedback on the required hours or information on the progress of the work supports the project manager in the ongoing work planning.

Accurate invoicing and accounting including travel expenses

Current employee input must be approved by the project manager. By reviewing the entries, the project manager decides on the number of hours, materials or travel costs to be invoiced to the client.

The accounting wizard guides the user through various document generation criteria such as: agreed due date, period, milestones, by variable or fixed prices. After approval, the data is sent to the accounting module. Additionally, employees may receive a refund of travel expenses incurred.

Distribution of costs and revenues between departments of the company and between departments

In addition to the standard customer invoicing mechanism, ProjectManagement enables the distribution of costs and revenues within companies as well as between subsidiaries.

Travel related services or expenses may be transferred between profit centers, branches or companies belonging to the group or holding company.

Better control of finances and resources

Data on all current or planned projects and resources is available at any time. ProjectManagement provides ready-made reports such as: Work Progress Report, Multi-Stage Margin Analysis, …

… General Project and Employee Report, Comparison of Current / Target Values, etc. All reports are editable by the user. The authorization limits defined for each report ensure that each user only gets access to the data they need.

Internet client: location-independent data access

Regardless of the possibility of entering the work performed, used materials or travel expenses, the Internet Customer allows access to various Customer, financial and project data such as: …

… contact and address details, offers, delivery documents, invoices, credit notes, payments, contracts, etc. The Internet Client is especially useful for sales representatives or members of the project team if they need specific information quickly while at the client’s premises or if they wish to provide the client with a service report directly on site.

ProjectManagement with global reach

ProjectManagement reaches global markets: ProjectManagement supports the use of multiple language versions, multiple companies and multiple currencies.

The software is available in various languages and has already been adapted to the legal requirements of many countries. A network of qualified business partners provides local service and support.

Technical support for IT companies

Technical support functionality enables managers to manage software in multiple versions and different modular configurations.

Customer notifications or modification requests are saved in the technical support module within the Internet Customer. The technical support functionality allows users to prioritize, add comments and track the status of tickets. In addition, you can record the handling time of a single service request. If time spent handling tickets is recorded, it is possible to allocate costs and track the profitability of support. Costs can be analyzed with the accuracy of a single declaration.

Case study

We process orders of several thousand customers every month. This huge amount of information requires reliable IT support. SAP Business One copes well with this task.

Tomasz Sznajder, President of the Management Board of Primagran

Find out more
primagran logo

We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.

Izabella Nalewajek, Head of Group Accounting, G2A.COM

Find out more
ga logo

We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.

We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.

Izabella Nalewajek, Head of Group Accounting, G2A.COM

Find out more
ga logo

We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

Cezary Waszkiewicz, Financial Manager, Adgar Poland

Find out more
adgar logo

We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

Cezary Waszkiewicz, Financial Manager, Adgar Poland

Find out more
adgar logo

Check out our project management support systems

MARIProject

ProjectManagement to oprogramowanie zaprojektowane dla małych i średnich przedsiębiorstw, które zarządzają projektami.
MARIProject umożliwia m.in.: efektywne planowanie projektów i umów; prognozowanie przychodów, rejestrację kosztów podróży, obsługę zgłoszeń serwisowych, planowanie i obsługę zdarzeń (eventów).

SAP Business One

Flexible and affordable ERP system available in the cloud or traditionally for SMBs. For even greater flexibility of use, it is available via a browser in full functionality.

Project management solutions price

The price of purchasing and implementing the system is determined by many factors specific to the industry in which the organization operates, as well as individual customer expectations and needs. The price is also influenced by the software delivery model (local or in the cloud) and the method of settlement (subscription or one-time fee). To estimate the amount of investment in a solution tailored to your needs, the following process most often works:

SAP Business One

SEND AN INQUIRY

Using the contact form or via chat, contact us and write what system you are interested in or what problem you want to solve.

–

CONTACT WITH THE CUSTOMER

In the second step, our account manager will contact you to arrange the details. Thanks to this, we will get to know your needs better and choose the right solution.

–

SOLUTION PRESENTATION

We present a solution configured for the needs of your company and its processes. During the presentation, we also most often specify the necessary functionalities.