Acumatica has many modules for building. Nevertheless, Acumatica Development Version isn’t a totally functioning building mission administration software program. Whereas building normal contractors can use Acumatica’s enterprise useful resource planning (ERP) software program to handle operations, they’ll want integrations to share building mission knowledge.
Let’s have a look at how integrations for the Acumatica Development Version may give normal contractors and their groups one of the best of each worlds. We’ll begin by explaining the worth of Acumatica Development after which transfer on to how integration with ProjectManager provides building corporations a full image of their tasks and operations.
What Is Acumatica? 
Acumatica is on-line ERP software program that companies throughout industries use to assist with their accounting, monetary reporting and buyer relationship administration (CRM). It’s a well-liked device for corporations seeking to handle their funds, workers and points of their tasks and duties. It isn’t, nonetheless, a device geared up to handle complicated schedules, allocation of assets and knowledge on duties. This may be carried out with integrations.
There are over 10,000 clients who at the moment use Acumatica in a number of industries, together with building, distribution, manufacturing, retail {and professional} providers, making it one of many fastest-growing ERPs within the nation. That’s as a result of Acumatica helps handle accounting, operations, clients, distributors, workers and different enterprise operations. The place it doesn’t straight serve these industries, it affords integrations past its core enterprise effectivity service.
Whereas Acumatica is designed for finance and accounting groups, executives, division heads and subcontractors, with integration it could possibly herald mission staff within the workplace and on the job website for a full image of the corporate’s operations. That’s as a result of whereas Acumatica excels at managing contracts, payroll, requests for info, submittals and lots of different contracting necessities, it’s not a full-service building mission administration software program. When Acumatica Development integrates with ProjectManager, although, it fulfills that aim.
Use Acumatica for Development
As famous above, Acumatica has components of construction project management software, nevertheless it’s not a building mission administration software program. There are various modules that normal contractors and their groups and subcontractors will discover helpful, but when they’re in search of a totally functioning ERP and building mission administration software program they’ll have to combine with one.
There’s a building mission administration module out there within the Acumatica market that may give customers the facility of the Acumatica ERP system with the instruments they should plan, handle and monitor building tasks in actual time. This integration works to attach mission groups with operational groups.
ProjectManager is award-winning mission and portfolio administration software program that has been acknowledged as an official Acumatica Utility, assembly the excessive requirements it locations on integration companions and their performance. When ProjectManager is built-in with Acumatica building customers get bi-directional mission administration purposes that empower them to seamlessly synchronize mission knowledge, automate monetary duties and optimize workflow processes. Contact ProjectManager to learn more.
What Are the Foremost Options of the Acumatica Development Version?
Acumatica Development Version is designed to provide building professionals highly effective enterprise intelligence. It permits normal contractors to handle mission prices and company-wide capability that hyperlinks contracts, schedules, budgets, change orders, subcontracts and compliance from one display screen. The development version options the next options.
- Contracts: Hyperlinks contract particulars and job within the mission plan, together with change orders
- Budgets: Straight hyperlinks budgets to contracts, accounting and mission plan, managing laborious and gentle prices, change orders, income, overhead and charges in actual time
- Job Costing: Captures labor, materials and tools prices with on the spot updates, retaining mission administration and accounting in sync. Simplifies calculating taxes for tasks.
- Change Orders: Handle again prices or discount in vendor commitments by means of the entry of unfavorable change orders and streamline change orders for a number of construction projects with unit fee modifications, customized retainage and cost-only change requests
- Mission Billing: Confirms particulars and robotically generates professional forma, progress and time and materials invoices from one display screen, together with fast billing
- Every day Subject Experiences: Streamlines subject administration and ensures everyone seems to be viewing the identical data
- Request for Info (RFIs): Use RFIs to create change requests and shut when accomplished
- Submittals: Monitor approval of submittals earlier than fabricating and delivering to the job website
- Be part of Checks: Buy requisitions, contracts and stock management combine with subcontracts to simplify mission and joint verify administration
- Compliance: Handle lien waivers and releases, insurance coverage, certificates and standing updates
- Payroll: Help for a number of unions, locals, courses, profit packages and sophisticated wages
- Retainage: Handle preliminary retainage and any modifications to streamline invoicing and funds
- Cellular App: Seize time, mission points, change requests and extra
- CFMA Benchmarker: Streamline collaboration with the CFMA
- Photograph Logs: Use a cell gadget to take photos of the job site
- Mission Points: Report and monitor mission points on the job website
Development Mission Administration Integration for Acumatica by ProjectManager
Whereas Acumatica Development has ample instruments to assist building corporations with their operations, normal contractors can’t lean on ERP software program to plan, handle and track projects. To get a number of mission views building groups might want to combine with ProjectManager. Now, they’ll get bi-directional mission administration and operational knowledge. ProjectManager integrates with Acumatica’s mission accounting software program to create a holistic mission administration expertise.
Why Combine With ProjectManager?
As soon as Acumatica Development is integrated with ProjectManager, there’s a real-time channel connecting mission groups and monetary groups. These groups can proceed to work of their most well-liked software program answer, however now can seamlessly switch knowledge, which suggests quicker supply, higher knowledge accuracy and an total simpler workforce.
ProjectManager integration with Acumatica Development permits customers to make detailed mission plans that monitor progress, allocate assets and monitor monetary impacts. Nevertheless, the actual worth in integrating Acumatica Development with ProjectManager is real-time knowledge synchronization. This syncs mission plans, useful resource schedules and job administration, with out duplication. This bi-directional integration improves knowledge accuracy and makes managing tasks extra environment friendly.
Different advantages embody automating workflows that streamline price and useful resource administration processors or designing customized workflows for particular enterprise wants. Collaboration is improved and centralizing knowledge will increase visibility and cross-platform communication.
Acumatica Development integrates with ProjectManager and gives better insights into project plans and standing regardless of which utility is getting used. There’s up-to-date mission accounting and reporting because of real-time knowledge synchronization. Mission and monetary groups obtain higher evaluation because of extra dependable knowledge. Which means higher administration, forecasting and outcomes.
For extra info on this integration and a demo, watch the transient 10-minute video under.
Who Is ProjectManager? 
ProjectManager is award-winning building mission administration software program that manages building tasks and subject groups within the cloud. It’s an efficient various to costlier alternate options with all the things normal contractors and their groups have to plan, schedule and execute building tasks in actual time.
The easy, easy-to-use interface is constructed so everybody from the overall contractor to subcontractors and job website crews can perceive and use it with minimal coaching. Get on the spot mission updates with Gantt charts, job lists and timesheets that may be up to date within the subject and managers get an outline of labor with real-time mission and portfolio dashboards.
Why Use a Development Mission Administration Integration?
Acumatica Development is constructed extra for govt suite professionals and monetary groups. There are some building mission administration options, however with out integration normal contractors who’re tasked with managing building tasks will discover the software program limiting.
In actuality, Acumatica has just some instruments that serve building tasks. Whereas it has modules to assist with building, Acumatica isn’t a mission administration software program. Integrating with mission administration software program can convey the manager and monetary groups along with the development groups. They’ll each use the project management tools they like to work in and share priceless knowledge.
Development groups can use the instruments they need, from Gantt charts and sheet views to mission calendars, job lists, kanban boards and extra. All mission views are up to date concurrently to maintain everybody engaged on probably the most present knowledge. Create on-line schedules, groups can log hours on timesheets from anyplace, keep in communication regardless of who or the place they work, management prices and get limitless file storage and customizable reporting.
Collectively, Acumatica and mission administration integration ship deep insights into mission plans and statuses in both utility. The project reporting and accounting are updated with real-time sync, permitting mission and monetary groups to make in-depth mission analyses with dependable knowledge. That makes for higher total administration, forecasting and outcomes.
Advantages of This Acumatica Development Integration
Integrating mission administration software program with Acumatica provides customers mission planning, useful resource scheduling and job administration options. This protects time and delivers extra correct knowledge for each the customers of Acumatica and the project management building integration.
Execute mission plans with the workforce in ProjectManager, which affords a collaborative platform and may monitor progress and assets. Acumatica can monitor the monetary influence. This bi-directional integration in actual time means no extra importing Excel or CSV information to replace Acumatica.
Integrating Acumatica with building software program gives visibility into mission plans throughout platforms. Deepen project-level evaluation, automate and streamline price and resource management. Plus, customers will scale back time-consuming handbook imports. ProjectManager is one of the best building integration for Acumatica.
Contact ProjectManager to Study Extra
For building corporations which can be in search of an Acumatica building integration that connects their mission and operational groups, the answer is ProjectManager. ProjectManager integrates with Acumatica Development to ship the facility of seamless synchronization, permitting every workforce to work how they need and share knowledge with out points. To arrange a customized demo and see how ProjectManager and Acumatica are the proper mission administration answer, contract ProjectManager today.
Why ProjectManager Is the Greatest Acumatica Integration for Managing Development Initiatives
ProjectManger is award-winning building mission and portfolio administration software program that gives a full-service answer for building corporations in search of to unite their workplace and mission groups. Observe this hyperlink to combine Acumatica building with ProjectManager right now. Achieve mission insights, scale back knowledge gaps and higher perceive the monetary influence of tasks. Right here’s what ProjectManager can add to Acumatica building.
Make Development Schedules With Gantt Charts
Not like different Gantt chart software program, our Gantt chart hyperlinks all 4 kinds of job dependencies to keep away from pricey delays. There’s no want for sophisticated calculations to conduct the crucial path technique, simply use a filter and the important duties within the mission are highlighted. Then, when the schedule, assets and prices are carried out, set a baseline to trace deliberate effort towards precise effort in actual time.
Allocate Assets & Monitor Prices
Conserving tasks on schedule and avoiding overcost that may eat into revenue margins, means correct allocation of assets and monitoring prices. Group availability is ready throughout onboarding to assist with assignments and assets might be allotted on Gantt charts as a part of the mission plan. To trace assets, prices and extra, use real-time dashboards to get easy-to-read graphs and charts on time, price, workload and extra. Customizable reviews go deeper into the information and might be shared with stakeholders to maintain them up to date.
Handle Duties and Stability Group Workload
Duties might be managed throughout a number of mission views, resembling kanban boards to visualise workflows or job lists that give groups management over their work. Managers can get an outline of their workforce’s workload on color-coded workload charts or the workforce web page. If somebody is overallocated, managers can steadiness their workload proper from these pages to maintain everybody working at capability and staying productive.
What Different Features of Acumatica Assist Development Groups?
Integrating ProjectManager with Acumatica Development is just a part of how the ERP software program can help the administration of building tasks. Listed here are another causes to make use of Acumatica.
- Monetary Administration: Gives real-time insights, month-end closing and steady compliance
- Mission Accounting & Payroll Administration: Helps with budgets, job costing, mission billing, buy requisitions and reduces staffing prices with elevated accuracy in payroll
- CRM & Service Administration: Reply rapidly to buyer requests, streamline buyer journey and enhance buyer expertise and maximize dispatching and enhance income by scheduling the precise folks on the proper time.
- Tools Administration: Preserve full visibility of kit beneath guarantee in addition to its historical past
- Development Doc Administration: Handle construction documentation, resembling contracts, change orders, RFIs and submittals
Free Development Mission Administration Templates
For these not able to improve to ProjectManager integration with Acumatica Development, we provide over 100 free project management templates for Excel and Phrase that cowl each facet of managing a mission throughout a number of industries. Listed here are a couple of for building administration.
Construction Estimate Template
The extra correct the estimate for the development job, the extra revenue margin the overall contractor will get to maintain. Use this free building estimate template for Excel to forecast labor and materials prices and determine the revenue margin.
Construction Budget Template
As soon as correct estimates have been accomplished, the overall contractor will begin to create a price range. Use this free building price range template for Excel to listing all of the mission duties and estimate labor prices in addition to materials and tools prices.
Construction Daily Report Template
Use this free building each day report template to gather all of the work that has been carried out, whether or not it was accomplished, the crew, supplies and tools wanted to finish the work in addition to a log of website guests and climate situations.
Associated Development Mission Administration Content material
For extra info on building mission administration, take a look at the handful of hyperlinks under. Our website is an internet hub for all the things mission administration, with weekly blogs, ebooks, guides, video tutorials and free templates. Listed here are some current posts that relate to building.
ProjectManager is on-line mission and portfolio administration software program that connects groups whether or not they’re within the workplace, on the job website or anyplace else. They’ll share information, log hours and remark on the job stage whereas staying updated with e mail notifications and in-app alerts. Get started with ProjectManager today for free.
