The functions related to project management in SAP Business One accesses many areas and data from other modules. These include business partners, documents, activities, resources and financial management including cost accounting

SAP Business One introduced project management functionality in version 9.2 to manage projects, sub-projects, tasks, documents, transactions, resources, estimated and actual costs and other relevant information to manage. In addition to a main project, you can set up a hierarchy of sub-projects in SAP Business One.

Project components in SAP Business One

The project in SAP Business One is defined by the following data and information:

  • Project
    As a minimum, a project must always be assigned a stage.
  • subproject
    A project can consist of several sub-projects
  • Step
    Levels can be connected below projects or sub-projects.
  • tasks
    Stages can have tasks
  • open issues
    Open problems can be recorded for each task
  • Attachments
    You can also add attachments per task
  • supporting documents
    At the task level supporting documents addressed and displayed.
  • work orders
    You can also create and call up a work order or production order for each task.
  • activities
    You can also create activities for each task.

source of the project

SAP Business One - Project Overview

The project management module in SAP Business One makes it possible to work with both internal and external projects. It doesn't matter what projects you're working on within the company or with external stakeholders or business partners.

phases

SAP Business One includes the following five phases as standard: Conception/Initiation, Definition/Planning, Implementation/Execution, Execution and Control, Closure Phase. However, if required, one can also define individual phases and the tasks associated with these phases. The planned costs for a certain phase are stored in a corresponding field. Further one can get financial information from the documents like bills deposit.

Billing Assistant

With the help of SAP Business One, accounting can be automated directly from the project. Of the Wizard collects open documents and billable items such as sales and purchase documents, activities, work orders and timesheets related to the project to invoice them via purchase invoices or purchase receipts. 

Gantt chart

SAP Business One - Gantt Chart

The project management module in SAP Business One can be used to view the projects in a graphical Gantt- Show chart format. The phases, dependencies and the completion rate can be clearly displayed.

Project reports in SAP Business One

The project management module provides three types of reports:

  • Phase analysis - phases of the project/sub-project according to the selection criteria;
  • Open points – open or closed points recorded in a project/sub-project according to the selection criteria;
  • Resources – resources related to a project/subproject in a work order according to the selection criteria.
MARIProject Update 7.1

New Version MARIProject 7.1.000

MARIProject for SAP Business One has been released in a new version 7.1.000 and is available as an update. As always, there are ...
Continue reading ?
MARI Project Update 7.0

MARIProject – New Version 7.0

MARIProject for SAP Business One is now available in the new version 7.0. As always, a whole ...
Continue reading ?
MariProject Dashboards

Dashboard functions in MARIProject

SAP Business One has had distinctive functionalities for creating dashboards since version 9 at the latest. But also MARIProject, integrated project software ...
Continue reading ?
New MARIProject Version 6.7

New MARIProject Version 6.7

Shortly before the turn of the year, Maringo released a new version 6.7 of MARIProject. Among other things, task management has been expanded and ...
Continue reading ?
MariProject turn of the year

Turn of the year in MARIProject

After the work at the turn of the year in SAP Business One has been completed, the users of MARIProject still have to carry out a few routines in ...
Continue reading ?
Plants & mechanical engineering

Plant construction projects or mechanical engineering projects

Mechanical and plant engineering are often mentioned in the same breath. This could lead to the assumption that projects in plant construction ...
Continue reading ?
With MariProject for integrated project calculation

With MariProject for integrated project calculation

The project calculation for customer offers is often a big challenge for the sales department of a company. This applies across all ?project-driven? ...
Continue reading ?
plant construction

MariProject 6.6 for plant construction companies

The integration of MariProject into the SAP Business One ERP solution makes it possible to consistently streamline processes in project-oriented, medium-sized plant construction companies.
Continue reading ?
New version ? MariProject 6.6

New version ? MariProject 6.6

A new major release on MariProject for SAP Business One is now available. Again many new features are on ...
Continue reading ?
plant construction

ERP for plant construction ? complex and project-driven

An ERP for plant construction has the task of accompanying and controlling the production of mostly complex plants. In doing so, ...
Continue reading ?
GMP

GMP standards for ERP in the pharmaceutical industry

Good manufacturing practice (GMP) is a system designed to ensure that products are consistently manufactured and controlled according to quality standards...
Continue reading ?
budget in the project

Budgets in project-related purchasing with MariProject

With its latest version, MariProject supports project-related purchasing. The definition and control of budgets in purchasing helps reduce costs, effort...
Continue reading ?
Final Account Blog Title

Apply the final calculation correctly

Sectors such as plant engineering or the construction industry usually provide contractually agreed services over a longer period of time. The client will...
Continue reading ?
set goals

How to define project goals

Setting a goal is one thing, achieving a goal is another. Companies that are in ...
Continue reading ?
updates

New version – MariProject 6.2

The new version 6.2 of the SAP Business One extension MariProject is now available. Again many new features are included, ...
Continue reading ?
Video: MariProject Customer Service

Video: MariProject Customer Service

A new video from Maringo shows the use of MariProject in customer service...
Continue reading ?
updates

MARIProject new major release 6.1

The new major release 6.1.000 is available for MariProject, the SAP Business One industry software for service providers, IT companies and plant manufacturers. The following ...
Continue reading ?
Resource planning: what is it and how much of it do you need?

Resource planning: what is it and how much of it do you need?

No matter how well you plan - something is always. This impression is created quickly. Good resource planning can't do that either...
Continue reading ?
Agile in the future: Employees in an agile ERP project

Agile in the future: Employees in an agile ERP project

Employees are the relevant factor for the success of an ERP project. Why? Because project management for ERP implementations is a complex task...
Continue reading ?
updates

MARIProject version 6.0 is here

It was announced for a long time. The new version 6.0 of MARIProject is now available. The new major release comes with a strong ...
Continue reading ?
Project Management_Agile

Agile into the future: why companies need to become agile in order to survive

Survival of the Fittest. This is not just Darwin's law in nature. We also tend to have this attitude...
Continue reading ?
event management

Event management with MARIProject

With new functions, MariProject covers more and more areas in its target industries. Service companies, companies from the IT industry but also plant manufacturers ...
Continue reading ?
invoice

Apply partial invoices and partial invoices correctly

There are small but significant differences between a progress bill and a partial bill. Companies must therefore be careful when handling these types of invoices ...
Continue reading ?
Field Service - More than field service and maintenance

Field Service - More than field service and maintenance

For many companies, one of the most important ways to differentiate themselves from the competition is to convince them with the quality of their service...
Continue reading ?
0