Project Planning and Resource Management
Enhance your project execution and resource allocation with ProjectManager’s native Acumatica integration, offering a two-way connection between your project management and ERP systems.
Empower Your Project Success
ProjectManager’s integration with Acumatica provides key portfolio insights and minimizes data gaps in your business. This powerful solution enables you to save hours on reporting, invoicing, and approvals with data you can trust, ensuring the health of your projects at a glance.
Transform Project Management Efficiency
Automate accounting and reporting tasks by connecting project-based operational data to Acumatica. This integration allows you to generate financial reports, invoice billable hours, and gain valuable expense insights, streamlining your project management processes.
Benefits of Acumatica Project Planning and Resource Management
Total Visibilty
Single version of the truth: ProjectManager's native integration with Acumatica creates a unified platform where project data, financials, and resource information sync in real-time. Every team member has access to the same accurate data, ensuring consistent project tracking and reporting..
Portfolio-wide insights: View comprehensive project data across your entire portfolio, helping you understand the financial impact of your projects and make data-driven decisions.
Flexible Management
Customized project control:
Generate and manage project templates, workflows, and resource allocations tailored to your specific business needs. Access project data online for better, faster decision-making.
Resource optimization:
Efficiently manage and balance resources across projects, with real-time visibility into workloads and availability.
Automated workflow management:
Streamline project operations with automated reporting, invoicing, and expense tracking between both systems.
Enterprise Integration Excellence
Seamless data synchronization:Maintain consistent data flow between project management and financial systems, eliminating manual data entry and reducing errors.
Real-time financial tracking:
Monitor project-level expenses and recognize revenue and costs in real-time, helping guide your path to profitability.
Secure cloud-based solution:
Access your project data securely from anywhere, with enterprise-level security and US-based expert support.
Acumatica Project Planning and Resource Management Key Features
Create visually-compelling project plans including Gantt charts, resource calendars, and task management boards.
Easily design new project templates or customize predefined ones with ProjectManager’s intuitive interface.
- Automatic bi-directional sync between ProjectManager and Acumatica.
- Seamless integration of project data, timesheets, and financial information.
- Real-time updates across both platforms ensuring data consistency.
Comprehensive resource allocation and tracking capabilities.
Monitor resource availability and workload across projects.
Optimize resource distribution with real-time visibility.
Automated expense tracking and cost management.
Seamless timesheet synchronization for accurate billing.
Real-time project cost and revenue recognition.
Generate customized project reports and dashboards.
Access comprehensive portfolio-wide insights.
Create and save report templates for recurring use.
Centralized platform for team communication.
File sharing and document management.
Task assignment and progress tracking.
Role-based access management.
Secure data transmission between systems.
Enterprise-grade security protocols.
Flexible workflow configuration.
Custom fields and data structures.
Adaptable to various project methodologies.
