Vendor Sheet

Project Management

Project Management

The Project Management module offers flexible parameters to track project status, completion percentage, and work breakdown structures by phase. It consolidates costs from quotes, sales orders, work orders, purchase orders, shipments, and invoices, while providing estimated budgets, profit visibility, and user‑defined project groups with secure access. Users can apply date‑based checkpoints, automate tracking, manage multi‑level BOM work orders, and evaluate profitability across dates. It supports budgeting by work order or project group, estimate‑to‑actual comparisons, and automated revenue recognition for accurate project oversight.

Join for free to read