Streamline project management and give your people the tools they need to complete

projects on time and within budget. Project management and accounting in OptiProERP

powered by SAP Business One simplifies project planning and execution by providing robust

cost controls, up-to-date operational and financial analytics, and real-time integration with

supply chain and financial management processes.

Monitor the progress of tasks, stages, subprojects, analyze budget costs, and generate reports

on various aspects of the project, such as stage analysis, open issues, and resources.

Keep track of resources and prices. Divide resources into labor and equipment and allocate

resources to a specific job in a time schedule.

Plan capacity and manage usage statistics and profitability of resources. Create your plan in a

calendar system with the level of detail and for the period of time that you need.

Also monitor resource usage and get a complete overview of each resource with information

about availability and planned costs.

www.optiproerp.com

Keeping Pace with Project

Management and Accounting

Keep track of usage on work orders and data for invoicing the customer. You

can also:

ü Create a plan for a subproject with multiple stages. Each stage can have a budget and can be

done for whatever period of time you need.

ü Add a subproject from a template and set up a job-specific price list for charging of items,

resources, and general ledger account expenses to the job’s customer.

ü View stage analysis report and open issues report.

ü Use the billing generation wizard for invoicing open documents and billable items for a project

and choose the sources the wizard targets for invoicing.

ü With Time Sheets, record times of activities for employees, users, or others.

Project Quotations

Turn opportunities into confirmed projects with quotations.

Project Budgeting and Cost Control

Drive project profitability with the tools you need to predict, monitor, and control project costs.

Project Planning

Easily plan projects, large or small, by matching work requirements with available resources.

Project Time and Expenses

Quick and accurate capture of project time and expense.

Project Analytics

Uses the Business Intelligence for monitoring and analyzing project performance.

Project Billing

Manage complex project billing scenarios with ease.

www.optiproerp.comUS Office :- 23191 La Cadena Drive #101Laguna Hills, CA 92653

India Office :- Brilliant Solitaire Plot 6 A Office 201-A to 204-B Part-II, Scheme 78, Indore, Madhya Pradesh 452010

optiprosales@optiproerp.com