Solution
ERP for Project Based Work
Manage project tasks, approvals, purchases, costs, documents, billing, service requests, and reports with SERP ERP.
Keep project activity connected to business records
Project work involves purchases, people, approvals and billing that must be understood in the context of a specific job. SERP ERP includes project operations alongside purchasing, finance, HR and reporting.
Begin with the information a project manager needs each week: work status, pending decisions, purchase commitments and billing progress. Define how each record should be assigned to a project and who owns updates. Review required cost and progress reports during scoping.
Questions to review
- How should purchases and expenses be associated with a project?
- Which milestones trigger review or billing?
- Who owns overdue actions and approvals?
Scope to discuss
Confirm the required configuration and acceptance criteria for these areas during your product review.
- Project tasks
- Purchase requests
- Cost tracking
- Document control
- Approval workflow
- Billing milestones
- Service tickets
- Project reports
Explore related pages
Discuss your requirements
Share your process, required reports and integration needs with Sybel.