Firms that use enterprise useful resource planning (ERP) software program to handle their day-to-day enterprise operations are sometimes pissed off by the disconnect between their ERP system and mission administration system. Acumatica for mission administration bridges the hole between these processes.
To know the worth of Acumatica for mission administration, let’s first outline what Acumatica is, how it may be used for mission administration and its mission accounting options. Then we’ll discover the mission administration integration for Acumatica and the advantages of Acumatica for mission administration.
What Is Acumatica? 
Acumatica is a cloud-based ERP system for companies with options for accounting, monetary reporting and buyer relationship administration (CRM). Acumatica excels at managing funds, staff and even sure tasks and duties. Nevertheless, to supervise fully-fledged tasks, full with advanced schedules, sources allocations and detailed activity knowledge required integration.
Acumatica is without doubt one of the fastest-growing cloud ERP firms within the U.S. It has over 10,000 clients all through the world, together with in building, distribution, manufacturing, retail {and professional} companies. Acumatica helps handle accounting, operations, clients, distributors, staff and different points of enterprise operations. Its open structure permits for speedy integration, scalability and ease of use. It helps run all of the core capabilities of a enterprise extra effectively.
The first makes use of for Acumatica embody finance and accounting groups, executives, division leaders and subcontractors. It has modules for monetary administration, stock administration, CRM, warehouse administration and provide chain administration. It has options that may assist some points of mission administration processes, however it doesn’t assist execute tasks and duties with groups or present real-time insights, however can combine with different software program to ship an actual mission administration resolution.
Can You Handle Tasks With Acumatica?
Technically, Acumatica isn’t a mission administration software program, however there are modules, integrations and companies that Acumatica supplies to convey mission administration performance into your ERP system.
Utilizing mission administration modules supplies seamless integration reasonably than the time-consuming effort of guide imports. There’s a rising want for improved collaboration and visibility between mission groups and monetary groups in a corporation.
ProjectManager, an award-winning mission and portfolio administration software program, is acknowledged as an official Acumatica Utility, assembly its rigorous requirements for integration and performance. With ProjectManager, customers have a cutting-edge, bi-directional mission administration software that empowers them to seamlessly synchronize mission knowledge, automate monetary duties and optimize workflow processes inside their Acumatica ERP system. Contact ProjectManager to learn more.
Acumatica Challenge Accounting Options
Acumatica isn’t mission administration software program, it’s an ERP for manufacturing, building and different industries. Nevertheless, it does supply some options that can be utilized for mission administration processes.
For instance, it may assist with project accounting, managing budgets, stock, change orders, timesheets, billing, profitability and reporting. Listed below are a few of the different options that Acumatica has for mission accounting.
- Time administration: Captures worker or crew time for tasks, service and payroll with cell time entry and versatile approvals workflow.
- Funds Reporting: Customizable price range reviews with numerous templates to see monetary knowledge, spot developments and make knowledgeable choices to maintain prices in test.
- Change Order Administration: Arrange change order workflows to handle the standing of every change all through the mission lifecycle.
- Value Monitoring: Monitor, monitor and handle mission prices, revenues and price range for tasks.
- Challenge Quoting: Create new mission quotes to estimate the income and prices of a mission after which ship the quote to the shopper.
Challenge Administration Integration for Acumatica by ProjectManager
For a full suite of mission administration instruments that work hand-in-hand with Acumatica’s mission administration accounting options, integrate with ProjectManager, which is the one true bi-directional mission administration integration. The mixture of ProjectManager with Acumatica’s mission accounting options yields one of the best mission administration expertise on Acumatica.
Why Combine With ProjectManager?
Acumatica just isn’t designed for mission managers and PMOs, engineering, IT {and professional} companies groups. Nevertheless, due to the numerous modules it affords for integration, the first customers for Acumatica’s government and monetary groups and professionals tasked with managing tasks, customers for every system can work within the system they’re snug with.
Integrating ProjectManager with Acumatica can convey these two totally different groups collectively. Every can work of their most popular software program resolution and nonetheless switch knowledge seamlessly by way of the combination. This enables for sooner supply, higher knowledge accuracy and a more practical workforce.
With the ProjectManager integration, customers can create detailed mission plans that may track progress, allocate sources and monitor monetary impacts with Acumatica’s ERP resolution. The important thing advantages of this integration embody real-time synchronization of knowledge, comparable to mission plans, useful resource schedules and activity administration. There’s no duplication of knowledge entry. Information accuracy and effectivity are improved by leveraging bi-directional integration.
Automate workflows to streamline price and useful resource administration processes. Customers can design personalized workflows which can be tailor-made to their particular enterprise wants. There’s additionally enhanced collaboration and visibility amongst groups by centralizing info and facilitating cross-platform communication.
Obtain deep insights into mission plans and statuses in both software. Challenge accounting and reporting are at all times updated with the real-time knowledge sync. This enables mission and monetary groups throughout the group to realize in-depth mission evaluation with dependable knowledge, which results in higher administration, forecasting and outcomes.
For extra info on this integration and a demo, watch the fast 10-minute video under.
Who Is ProjectManager? 
ProjectManager is mission and portfolio administration software program designed for enterprise excellence. It has options to plan tasks, construct workflows and handle sources with highly effective instruments for the entire staff. When tasks want vigorous planning, forecasting, price evaluation, useful resource allocation, activity administration and reporting, professionals use ProjectManager, which outperforms the competitors.
Based in 2008, ProjectManager at present has over 3,000 glad clients together with FedEx, Nestle and AWS. It’s the popular mission administration software program for building, manufacturing, IT {and professional} companies. ProjectManager’s main customers are mission managers, PMOs, engineering and building groups, IT groups {and professional} companies groups.
ProjectManager’s options embody superior mission planning, resource scheduling and allocation, mission portfolio dashboards, deliberate versus precise price monitoring, automated workflows, mission dashboards, mission collaboration, activity administration and extra.
Why Use a Challenge Administration Integration?
Acumatica is a superb device for managing funds, staff and even sure sorts of tasks and duties. However for Acumatica to supervise fully-fledged tasks full with advanced schedules, useful resource allocations and detailed activity knowledge requires integration with ProjectManager.
There’s a distinction between a real mission administration software program and an ERP. Let’s examine use circumstances and options. Acumatica makes a speciality of accounting, monetary reporting, stock administration, CRM, payroll and time monitoring.
These options can assist some mission administration processes, however they’re not helpful in executing tasks and duties with mission groups. Acuamatic can not give customers real-time insights that ProjectManager can by means of its useful resource allocation throughout a dynamic mission schedule.
ProjectManager is an ideal match for Acumatica mission administration. It delivers superior project management features that enable mission managers and their groups to plan, handle and monitor their tasks in actual time. As a substitute of shoehorning mission managers and their groups into Acumatica, which may end in mission slowdowns and knowledge inaccuracies, combine ProjectManager with Acumatica for mission administration options that dovetail seamlessly with its mission accounting options.
Advantages of This Acumatica Challenge Administration Integration
The advantages of Acumatica for mission administration with the ProjectManager integration are many. Customers get deep project planning, useful resource scheduling and activity administration options with out double entry, which ends up in saving time and higher knowledge accuracy throughout each methods.
Customers can execute mission plans with their staff in ProjectManager, a collaborative atmosphere, after which monitor progress, sources and monetary affect in Acumatica. Since it is a bi-directional integration with entry to real-time knowledge, customers not must manually import Excel or CSV information into Acumatica for mission updates.
It will present elevated visibility into mission plans and statuses throughout platforms, deepen project-level evaluation, automate and streamline price and useful resource administration and cut back guide imports. ProjectManager is one of the best integration for Acumatica mission administration.
Contact ProjectManager to Study Extra
For companies seeking to join their mission administration and monetary operations, they should look no additional for an Acumatica for mission administration software. ProjectManager integration provides customers the ability of seamless integration. Schedule a customized demo right now and uncover how Acumatica for mission administration with ProjectManager can rework your mission administration expertise. Contact ProjectManager today.
Acumatica Challenge Administration as a Service
As famous above, Acumatica doesn’t have a mission administration module. It does, nonetheless, accomplice with resellers who’re specialists in mission administration and may customise Acumatica’s options for patrons who’re excited by Acumatica for mission administration.
Acumatica mission administration as a service is designed to assist companions obtain ERP implementation. Companions work instantly with Acumatica-certified mission managers, who assist them with every stage of the ERP implementation lifecycle.
The usual mission administration choices embody mission planning, kickoff conferences, weekly mission administration conferences, weekly core staff standing conferences, weekly standing reviews and mission plan instruments. There’s additionally a premium possibility that features what was simply listed in addition to follow-up and standing updates, month-to-month steering committee conferences, activity and challenge log monitoring and a personalized dashboard.
Extra Challenge Administration Integrations From the Acumatica Market
ProjectManager is the only mission administration software program integration that’s accessible on the Acumatica market, which is its platform for locating integrations. There are different integrations, although, that may facilitate mission administration processes. They’re as follows.
- WorkforceGo: Automated, scalable device that integrates HR, time and attendance, scheduling, payroll and extra.
- Asite Challenge Workflow: Totally and seamlessly built-in with Acumatica’s building version, helps to handle all the mission lifecycle, bringing knowledge collectively in a single safe platform.
- ASC Challenge Accounting Extension: Extends mission accounting into requests/requisitions permitting firms to trace purchases related to tasks and their duties from inception.
- ExakTime: Time monitoring purpose-built for building, designed to be easy and intuitive.
- WorkMax Time: Cloud-based worker time-tracking resolution for the development business, tracks worker hours, duties and items accomplished in actual time.
- RedTeam: Industrial building administration software program, extends workflows to staff members within the discipline and workplace.
Why ProjectManager Is the Finest Acumatica Challenge Administration Integration
Whereas there are some Acumatica for mission administration integrations, it’s clear that none have the scope of ProjectManager, which is a full-service mission and portfolio administration software program that can be utilized by building, manufacturing, IT, private companies and plenty of different professionals managing tasks. Observe this hyperlink to combine Acumatica with ProjectManager and acquire key portfolio perception, cut back knowledge gaps and higher perceive the monetary affect of tasks. ProjectManager has a number of mission views and may stability sources to realize higher productiveness.
Use A number of Challenge Administration Views and Instruments
When planning, executing and monitoring a mission, groups require totally different instruments. Challenge managers use strong Gantt charts or the sheet view, which might hyperlink all 4 sorts of activity dependencies, filter for the critical path and set a baseline to trace deliberate effort towards precise effort. Cross-functional groups choose the visible workflow of a kanban board or handle their duties on the highly effective listing view. Stakeholders are likely to work on the calendar view, with its month-to-month overview of the mission’s duties to allow them to preserve up to date on progress. All views are up to date concurrently permitting all staff members to work on probably the most present knowledge.
Superior Useful resource Administration Options
Managing useful resource helps to ship profitable tasks. Begin by onboarding groups and setting their availability, together with trip time, PTO and even international holidays for distributed groups. This makes assigning duties a lot simpler. Then go to the color-coded workload chart or the staff web page and get an outline of all of the staff members’ allocation. From there, stability their workload to make sure that everyone seems to be working at capability and due to this fact extra productive.
Associated Content material
ProjectManager is a perfect mission and portfolio administration software program for building and manufacturing groups. For many who aren’t able to improve to Acumataica for mission administration with the ProjectManager integration, take a second to learn a few of the articles we’ve printed on one of the best mission administration software program instruments in the marketplace, free building and manufacturing templates and scheduling software program for building.
ProjectManager is on-line mission and portfolio administration software program that connects groups whether or not they’re within the workplace, out within the discipline or anyplace in between. They’ll share information, remark on the activity degree and keep up to date with e-mail and in-app notifications. Be a part of groups at Avis, Nestle and Siemens who use our software program to ship profitable tasks. Get started with ProjectManager integration with Acumatica today.
