Assign project managers, employees, machines, and other resources to projects and tasks. Establish billing rules and options for each task.
Define tasks globally or for individual projects. Assign billing rates by project, job role, and individual to generate expected revenues in project budgets.
Easily add activities using Project Accounting or through CRM. All Acumatica modules are fully integrated.
Allocate overhead and shared expenses to individual projects according to formulas you create including billable and non-billable items.
Create new projects from master templates. Specify people, equipment, budgets and project billing. Multiple users can work on multiple concurrent projects.
Keep close track of accumulated but unbilled costs (work-in-progress) to help keep projects on-budget. Acumatica adds control for billing against schedule without losing track of actual expenditures.
Enter and modify project budget forecasts and compare these forecasts with the actual project costs and incomes for each financial period. Users can forecast original and revised budget amounts and quantities for existing project budget lines for financial periods of the master calendar. By using forecast data, users can create generic inquiries and pivot tables.