Project Management (PM)

For professional services, business services, and maintenance companies, keeping projects on schedule and within budget is vital. ERP2ALL’s Project Management (PM) module is the ideal system to simplify your service activities, allowing you to effectively track and manage all customer projects while keeping tight control over your financial performance.

By unifying task tracking, time logging, and invoicing into one platform, you can ensure every billable hour is captured and every project stage is executed flawlessly.

Here is an overview of the key features that make the ERP2ALL PM module indispensable for service-oriented businesses:

Project Structuring & Task Management

• Clear Project Definitions: Define each project clearly as a series of specific services and deliverables.
• Stage Management: Easily split complex projects into manageable stages or milestones.
• Task Allocation: Define and allocate specific tasks for projects, ensuring your team knows exactly what needs to be done.

Time Tracking & Billing

• Accurate Time Logs: Enable your team to make precise time log entries for work completed against specific tasks via dedicated timesheet recording.
• Integrated Invoicing: Bill your customers directly using logged timesheets. The system is fully integrated with invoicing to ensure seamless financial operations.
• Expense Recording: Easily record and track project-related expenses to maintain accurate profit margins.
• Assignment Orders: Generate clear assignment orders directly from project statements.

Comprehensive Tracking & Maintenance

• Resource & Inventory Tracking: Track related orders, invoices, and necessary inventory directly against specific projects.
• Maintenance Contracts: Manage ongoing maintenance contracts effortlessly within the same ecosystem.
• Lifecycle Management: Keep a close eye on your product lifecycle and required spares for maintenance operations.

Visual Analytics & Reporting

• Graphical Dashboards: Monitor your project's health at a glance with intuitive graphical dashboards.
• Robust KPI Reporting: Make faster, more efficient management decisions backed by robust Key Performance Indicator (KPI) reporting.