The functions related to project management in SAP Business One accesses many areas and data from other modules. These include business partners, documents and 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. In addition to a main project, a hierarchy of sub-projects can be set up 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 linked below projects or sub-projects. - tasks
Levels 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, you can 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
The project management module in SAP Business One makes it possible to work with both internal and external projects. It doesn't matter which projects are currently being worked on within the company or with external participants or business partners.
phases
SAP Business One contains the following five phases as standard: conception/initiation, definition/planning, implementation/execution, realisation and control, completion phase. If required, however, you can also define individual phases and the tasks associated with these phases. The planned costs for a specific phase are stored in a corresponding field. You can also extract financial information from documents such as bills deposit.
Billing Assistant
With the help of SAP Business One, accounting can be automated directly from the project. Of the Wizard compiles open documents and billable items such as sales and purchase documents, activities, work orders and timesheets associated with the project in order to invoice them via incoming invoices or incoming delivery documents.
Gantt chart
The project management module in SAP Business One can be used to display projects in a graphical Gantt chart format. The phases, dependencies and completion rate can be clearly visualised.
Project reports in SAP Business One
The project management module provides three report types:
- 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 associated with a project/sub-project in a work order according to the selection criteria.
MARIProject 7.5 : What's new?
MARIProject - Version 7.3.000
New Version MARIProject 7.1.000
MARIProject - New Version 7.0
Dashboard functions in MARIProject
