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
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
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.
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.
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.
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.
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 ?