Download - SAP Business One for Project Management
Software for Project Driven Organisations
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SAP Business One for Project Management
SAP Business One for Project Management is the ideal choice for project driven companies. It enables project based coordination between project planning,
materials, capacity and resource utilisation, ensuring that projects remain on time and within budget. SAP Business One for Project Management is a full function solution, offering CRM, logistics, job costing, accounting, project
management, material & capacity planning, time registration, invoice schedules and much more. All delivered as a seamless product with a consistent user interface and one database. The benefits include shorter
lead times, higher project margins, improved
resource utilisation and… less stress!
Project driven organisations are some of the most complex to manage. The interdependency between customer
requirements, design, purchasing, project management and resource planning is a major challenge for every project driven business and requires real-time access to a huge amount of project data. Integrated
control and coordination of these business processes can dramatically improve
operating margins, delivery times and utilisation levels, while minimising costly errors and overtime. Even today, most project businesses still employ non integrated systems that are a
combination of spreadsheets, planning tools, extended accounting packages and paper. Conventional ERP software, even with heavy customisation, is not adequate. The MRP
concept of a material driven standard production is in conflict with a project driven process. It is time for a solution without
compromise. One that is fully compliant with the unique process of project driven
companies.
Project Industries- Maritime
Offshore
Wind technology
Lighting
Audio Visual
Special Electronics
Medical Equipment
Elevators & Moving Staircases
Horticulturalist
RFID
Swimming Pools
Machinery & Equipment
Metal & Wood construction
Prefab construction
High-Tech and Electronics
Service and Repair
Welcome to SAP Business One for Project Management from Frontline Consultancy.
“I now have the data I need to do my job best. You cannot put a price tag on the value of timely, accurate business information. SAP Business One for Project
Management has delivered a lot of benefits, but that is the biggest of them
all.” “We examined every process and redesigned it to take optimal advantage of SAP Business One for Project Management.
It was a lot of work, but wow, was it ever worth it! Our profitability has almost doubled!” Sean Rayner, President, Vets Sheet Metal Ltd.
SAP Business One for Project Management offers an unparalleled combination of functionality for organisations which manage some or most of their business as projects. The solution has been designed specifically to meet the demanding requirements of these organisations. The result is a flexible and tightly integrated system, perfectly adapted to the specific requirements of project driven companies.
The software is well matched for a wide range of industries and companies, and is also highly suitable for mixed-mode companies where only part of their business is project based. Companies with a combination of trade, service and projects require a broad base of functionality in an integrated and
easy to use system, which SAP Business One for Project Management can provide.
SAP Business One for Project Management
Project planning
Graphical integrated Gantt chart with
simultaneous insight into capacity and material
requirements. Material deliveries are linked with
project activities and are directly visible in the
project plan.
Capacity planning
Graphical-based capacity planning. Using drag &
drop, activities and hours in the project plan can
be allocated directly to resources (employees
and machines).
Quotation controls & Sales
Improve the process of quoting and managing
projects in your sales process. Ensure an
accurate available-to-promise by adding a quote
to a project plan to see the impact on machines
and labour.
Job costing
Direct access to projected margin, planned-vs.-
actual budgets, and work in progress (WIP).
Extensive drill-down options to activities,
material and labour. Always up-to-date insight
on the status of the project, progress, and WIP.
Accounting & Invoicing
Extensive invoice schemes supported, including
down payments and progress billing. Invoices
can be linked to milestones, activities or
scheduled to specific dates.
Time registration
Booking of direct and indirect hours in time
sheets with real-time roll-up to project costing
and Gantt chart. Data input can also be achieved
remotely via a computer browser or select PDA
devices.
Procurement & Stock
Comprehensive material planning and
procurement functionality. Materials can be
linked to project activities or milestones and
therefore provide just-in-time purchasing.
Support of project-based procurement and
multiple warehouses.
Financial administration
Completely integrated financial administration
that is fed from all other relevant components of
the software solution. Combined with flexible
and extensive financial reporting.
CRM
Robust and easy to use CRM functionality
providing opportunity management and a
central database for sales, marketing and
service. A single customer database fully
integrated with quotes, orders and all other
relevant data.
Benefits- SAP Business One for Project Management
Fast estimating
Create new projects from templates or by
copying prior projects. Quickly develop a cost
budget and selling price.
Accurate budget vs. actual
Labour and material costs are accurately and
quickly reflected in every project.
Gantt chart for project planning
Plan your new project with a real-time
interactive Gantt chart showing all constraints
and dependencies, combined with material
requirements, labour, milestones, invoicing
and delivery dates.
Capacity planning of departments, labour
and machines
Customise your departments, labour and
machines to display your real-time capacity.
Overlay your project plan with your
department capacity to ensure you have
resources available.
Accurate available-to-promise
Project planning integrated with capacity
planning so available-to-promise can be
quickly and reliably determined.
Just-in-time material planning
Schedule material requirements to specific
activities and phases of the project plan.
Purchase and production can be ordered just
in time.
Reliable deliveries
Effective project planning fully integrated with
material planning and capacity ensures that
projects are completed and delivered on time.
Increasing project margins
Accurate estimating, real-time visibility into
costs, combined with integrated project and
capacity planning ensures that project
margins remain healthy and variances can be
quickly identified.
Milestone billing
Schedule invoicing to coincide with the
completion of a project phase or activity.
Down payments, time and materials, or
percentage of completion invoicing.
Web-based labour reporting
Labour hours can be recorded by project
activity, and input by local computer or by a
web browser for remote users.
Improving Quality
Creating projects from templates reinforces
best practices. Copy prior projects for
continuous improvement. Accurate project
and capacity planning ensures projects are
well managed, on-time and profitable.
Less risk & less stress
Better visibility and coordination between
planning, materials and resources, your
projects will be better managed, leading to
less risk and a more organised work
environment.
Step 1 Define your project
Easily create new projects from scratch, or copy from
templates or other projects. Copy prior hours,
materials, planning constraints, billing-scheme and
attachments. Easily adjust hours, materials, and
prices as needed to quickly create an overall project
budget.
Step 2 Plan your project
With one click you can quickly view and plan your
new project with a real-time interactive Gantt chart
displaying all constraints and dependencies, combined
with material requirements, labour, milestones,
invoicing and delivery dates. Overlay your project
plan with your departmental capacity to ensure you
have resources available and a reliable “available-to-
promise”.
Step 3 Price your project
After developing a project budget you can quickly
price and quote your project by using the extensive
and flexible price lists within SAP Business One. Or
simply add an uplift margin to material and labour
costs, or to the overall project cost. Using this
estimate you can automatically generate a quote and
create a sales order.
Step 4 Work assignment
Using an intuitive “drag and drop” planning screen
you can easily and quickly allocate project activities
to departments, sub-departments, machines and
people, all fully customised to your organisation. The
result is a clear and dependable insight into your
resource utilisation and a solid basis for creating work
orders.
SAP Business One for Project Management...
... in 8 steps
Step 5 Material management
Plan your material requirements on a project basis.
Any project can include individual material
components and pre-defined bill of materials (BOM),
all combined to create a project BOM which can also
be adjusted. Material can be assigned to specific
project activities to enable just-in-time planning and
purchasing. Create material recommendations for a
single project or combine multiple projects. All
material requirements, PO’s and production orders
are visible in the interactive Gantt chart.
Step 6 Time registration and control
Record and book time by project, activity and work
type. Remote users can even input their time via a
web browser. Time can be approved and booked to
a project where it will immediately show up as
“actual” hours in the project budget and therefore
enable real-time insight into budget-vs-actual.
Actual booked hours are also immediately displayed
in the project Gantt chart.
Step 7 Project invoicing
Easily establish a billing method for the project.
Down payments, percentage of completion,
milestone, or time and materials are supported.
Invoices can be tied to the completion of a project
activity and milestone, or prompted on a specific
date. All ensuring that your invoices are generated
promptly to maximise your on-time collections.
Step 8 Project financial controls
Every project has a screen for Budget vs. Actual and
Work-in-Process which will keep track of any
financial changes to a project. For each project
activity or phase you have a clear and updated
insight into planned and actual costs, project
margin, work-in-progress and budget to go. You will
always have up-to-date control over the financial
health of your projects and your project margin!
Why SAP Business One?
Frontline Consultancy is pleased to be able to offer SAP Business One for Project Management, as SAP Business One Gold Partners, we can help you get the very best from this outstanding software. SAP Business One is an affordable, easy-to-use, easy-to-implement business management solution.
Built from the ground up to meet the needs of small and midsize businesses, SAP Business One enables you to manage your entire business across financials, sales, service, customers and operations.
A single powerful software system, SAP Business One automates business processes, streamlines end-to-end operations and delivers a true and unified picture of your business information. With instant access to highly accurate business-critical information you gain control. That control enables you to respond faster to market needs and to focus on your company growth and profitability.
Information becomes a secured strategic asset; everyone authorised within your organisation, managers and employees alike can access and process information more effectively, and make sound business decisions based upon it.
Functionality Overview
SAP Business One is a comprehensive and versatile business management solution equipped with an easy to use interface and serves as the primary ERP application. The solution provides all the administrative functions that let you customise and back-up data, define currency exchange rates, configure permissions and alerts and access information from non-SAP software.
In addition, it comprises generic areas of functionality that help extend its capabilities far beyond its primary administrative function and enable it to streamline your entire business processes.
Finance Handles all your financial transactions including general ledger, account set up and maintenance, journal entries, foreign currency adjustments and budgets.
Bank transactions Takes care of all your financial processing such as cash receipts, cheque writing, deposits, advance payments, credit-card payments and bank reconciliation.
Controlling Lets you define profit centres and distribution rules to distribute the costs to these profit centres. You can also generate profit-and-loss reports for each centre.
Sales Helps you create price quotes, enter customer orders, set up deliveries, update stock balances and manage all invoices and accounts receivables.
Purchasing Manages and maintains supplier transactions such as issuing purchase orders, updating stock numbers, calculating the value of imported items, handling returns and credits, and processing payments.
Integral Customer Relationship Management Controls all the information on your customers, resellers and suppliers including profiles, contact summaries, account balances and sales pipeline analysis.
Stock control Handles stock levels, item management, price lists, special price agreements, transfers between warehouses and stock transactions.
Materials Requirements Planning (MRP) SAP Business One offers a simple yet powerful planning system that helps production planners or buyers schedule and manage items for production or purchasing based on a variety of criteria.
Reporting Creates powerful reports for nearly every aspect of your business including customer and supplier debt, sales, cash flow, customer contact summaries, book-keeping, warehouse stock, financial statements, pricing, customer activity and more (via pre-defined reports or define-it-yourself queries).
Service cycle management Optimises the potential of your service departments, providing support for service operations, service contract management, service planning, tracking of customer interaction activities, customer support and management of sales opportunities.
Employee profiles Provides staff management capabilities including employee details, contact information and absence reports.
Multicurrency transactions Business transactions can be conducted and reported in multiple currencies. Support for multi-lingual capability includes 27 languages and 40 countries.
Integrate SAP Business One with Microsoft Office SAP Business One is fully integrated with Microsoft Office products, including Microsoft Outlook, enabling seamless communication that can span your organisation and business functions. Departments can share contacts, appointments and tasks.
Financials
Sales
Service
Purchasing
Inventory
Production
-Chart of accounts -Journal entries -Posting templates -Recurring postings -Exchange rates in multiple currencies -Financial reports -Budget mgmt -Cost accounting -Multiple posting periods -Incoming payments -Outgoing payments -Payment run -Bank statement processing -Cheques -Credits -Deferred payments -Account reconciliation -DATEV/ELSTER -Fixed Assets -SEPA
-Opportunity and pipeline mgmt -Contact mgmt -Activities mgmt -Calendar -Campaign mgmt -Blanket agreements -Quotations -Purchase orders -Deliveries -Returns -Invoices -Dunning -Price lists in multiple currencies -Special prices -Period and volume discounts -Customer mgmt -Gross profit calculation -Microsoft Office integration
-Service mgmt -Service planning -Tracking across multiple customer interactions -Equipment card handling -Service dashboards -Service contracts -Mobile interaction -Recurring transactions -Human resource integration -Knowledge database -Service calendar -Service call processing
-Purchase request -Purchase quotations -Web enabled RFQ -Purchase orders -Goods receipt POs -Goods returns -A/P invoice -A/R reserve invoice -Down payment invoice/request -Cancel marketing documents -A/P credit memos -Landed costs -Intrastat -Import process -Workflow
-Item mgmt -Item lists -Price lists -Goods receipts -Goods issues -Inventory transactions -Transfers -Serial number mgmt -Batch number mgmt -Pick and pack -Recurring transactions -Inventory tracking -Bin location -Multiple measurements
-Bills of material -Item sets -Production orders -Goods issues Goods receipts -Production dashboards -GL account determination -Life cycle mgmt -Item cost calculation -Forecasts -MRP -Drop ship -Make to order -Order recommendations
Frontline Consultancy,
Frontline House,
Epsom Avenue, Brooke Park Estate,
Wilmslow,
Cheshire
Tel: 0161 486 4400 Fax: 0870 606 7300
www.frontline-consultancy.com
About Frontline….
Frontline Consultancy has the depth of knowledge and breadth of skills to deliver a complete and
highly successful implementation of SAP Business One.
Fully accredited SAP Business One Gold
Partner.
Established in 1991, we have decades of
experience in implementing software solutions across multiple sectors.
We understand your challenges and
processes.
In-depth knowledge of the key issues in
today's marketplace.
Extensive project management experience
backed up by a proven implementation methodology.
Successful track record of implementations
through our breadth of skills.
Excellent training available at the
customer's site or at our offices.
Full, responsive support capabilities - from
using the software in a business context
through to maintaining the infrastructure it sits on.
A complete service - ensuring low total cost
of ownership and providing a single point of contact.
We cover everything including:
Hardware
Networking and remote / multi-site use
Software implementation and training
Business change
Support, upgrades and software changes
System integration (e.g. EDI & bank
reconciliation)
Hosting
As an accredited Gold Partner for SAP Business
One, Frontline Consultancy have proven expertise in all aspects of the software and we have met stringent SAP requirements for training, certification and business standards and practices.
Our aim is to implement the solution best suiting
your needs and deliver exceptional service at a competitive rate.
Frontline Consultancy can offer SAP Business One as a fully managed hosted solution. This means that you can focus on your business
while Frontline Consultancy manages the delivery of SAP Business One to your desktop and mobile devices 24/7, 365 days each year.