abas ERP | Project Management

Project Management
Keeping track of resources, budgets and milestones for multiple projects across various departments can be a challenge. However, with effective management tools that help you and your team improve the planning and coordination across all project phases, you can stay in full control of your projects. By grouping together and visualizing relevant data, your company can optimize the outcomes of department-wide, company-wide and even international projects, ensuring that customer expectations are met on time and on budget. Project management is seamlessly integrated with CRM/sales, production, purchasing, materials management and cost accounting, and also offers flexible project costing and reliable document management for your project files. It is designed to be implemented throughout the entire company, facilitating the involvement of all key departments in the project management process. Project management accompanies all key processes of the company, from sales and purchasing to controlling. Its integration with the production process in particular represents significant added value for mechanical engineering firms and one-off production companies. Extensive evaluation options permit a comprehensive project status overview.

Project management for small workgroups and midsize organizations
Project management is suitable for small work groups, as well as mapping development projects and transition projects for moving from prototyping to production. The graphical project and resource planning system supports project-related capacity evaluation. All project-related costs are automatically allocated to the corresponding cost objects, facilitating detailed cost control at all times.

The project management tool is particularly beneficial to midsize and large midsize businesses because it can map complex work processes based on hours, as well as extensive costings based on service directories such as project plan creation. Project management integrates all project processing steps from the administration of service directories and preliminary costings to project planning and invoicing. Furthermore, the project management tool features fully integrated change order management and an advanced authorization system.

Map processes realistically
The project management system enables a project-oriented approach in all areas of a company, and is aimed at users with internal projects, mechanical engineering firms, one-off production companies and engineering service providers. The tool supports key processes including order processing, procurement and production processes, and accounting. Project management is also intended for users with customer projects as well as service providers that invoice on a performance basis. It offers tailor-made, user-oriented solutions for realistic process mapping.

Project management supports both conventional single-project planning, where project managers plan for their assigned team, and more complex multi-project planning, where planning for all available resources has to be coordinated between the project manager and one or more resource managers.

Plan and assess projects efficiently
The project file collects all of the important information about a project and displays it in chart form in a single view, keeping you up to date with the latest developments at all times. You can see where costs are overrunning, or where progress does not match the hours spent. Project planning takes production and assembly into account. abas ERP supports you by offering flexible project costing. This gives you the benefit of project and cost analysis information in one simple step.

The project center: where all the data converge
The project center is your central cockpit. From here, you can perform a wide variety of activities, such as project planning, purchase, cost and hour-based evaluations, project-related purchasing and project closing.

Detailed project planning
With the help of detailed project planning, you can also depict complex relationships within a project schedule over any structural depth. Project activities can be scheduled as required. Relationships within the project plan can be mapped and monitored through the presentation of predecessor-successor relationships. 

Calculation functions support project rescheduling that occurs from postponements. You can use filters to create an individual project view. Special zoom functions help you see the big picture even for complex projects. The project planner also supports you by offering the option of displaying single or multiple projects.
You can use the project planner to monitor order and production processes as well as activities in service processing or partial projects.

Plan resources efficiently
The resource planner balances available staff capacity with the capacity demand arising from projects. It calculates availability for each member of staff, including employees and external personnel, based on the assigned shift plan minus public holidays and other deductions. Capacity demand is calculated from your project activities and tasks. You can identify and assess the capacity utilization of staff members or project teams at a glance, providing the perfect basis for sound budget decisions. You can distribute the workload manually or automatically by the system on the basis of predefined distribution curves.

Flexible terms and conditions
You have access to flexible, multi-level terms and conditions models for prices, discounts, promotions, costing diagrams and costing versions.

Flexible project costing
Preliminary, concurrent and final costing: With accurate costing and ongoing comparisons of the preliminary and final costing, you always know whether you are working according to plan, and can react quickly should a discrepancy arise.

Preliminary project costing
The preliminary project costing can be created based on a freely definable structure. Using cost components, you can specify the services and modules to be calculated in detail. A cover page enables a quick calculation of the profit margin.

Customer and project file
The customer and project file provides extensive information about a customer or project – sales, outstanding items, open activities and tasks, notes, archived documents from the document management system, service equipment and ongoing service activities – in an easily accessible comprehensive overview.

Creating project templates including check lists
abas allows you to create any type of project your business requires and provides project templates to make it easier.

Project status
Extensive evaluation options allow for a fully comprehensive project overview with project status and variances clearly displayed. A key feature is the cost overview from all areas associated with the project, including project performance, purchasing/materials, and production.

Key figures and evaluations
abas PM offers a wide range of key figures, evaluations and statistics to support your business. These include hours-based analysis, ABC analysis of customers and service categories according to sales revenue/profit margin (dependent on customer, industry, area of application), and analysis of key service efficiency figures.

Perfectly planned:
Actual, target/actual, analysis, trend, simulation
What was planned? Where are we now? How will the result develop?

abas ERP offers the following tools to support planning:
  • Project planning taking into account production and assembly
  • Accessible and reliable cost allocation for the project (from quotation to final calculation)
  • Freely definable project views according to cost types (cost accounting) or service types (final project costing)
  • Comprehensive evaluation of the liquidity and earnings situation, from variance analysis to receipt level
  • Flexible project costing
  • Flexible costing structures for preliminary, concurrent and final costing, with access to purchasing, production and inventory valuation
  • Comparative costing of the supply chain (especially for remote locations)
  • Accurate product and project valuation that takes into account material, external, production and assembly costs and the external costs of procurement or the services used
  • Versioning and adaptation of preliminary/concurrent costing to current project progress (progress calculation)
  • Incorporation of project requirements and planned values within liquidity planning
  • Timely invoice monitoring
  • Receivables management with access to all project information
Change order management
With the integrated change order management, you can map out the key aspects of a change order to avoid any sales revenue losses that may follow. 
In change order management, individual progress reports can be marked by the processor as potentially eligible for a change order. This marking can be used in the creation of change order requests. The next escalation level of a change order requirement enables you to group a change order. All objects of change order management allow you to link to corresponding items in the service directories and order items. All activities are documented with a project and project activity reference. The integration with the sales process makes it possible to monitor sales orders resulting from a change order request or requirement. The change order overview info system groups all of the information about the management of change orders based on a reference date.

Change order management also offers functions for recording project hours, both web-based and offline.