Project Management for Professional Service Industries

Posted on: November 15, 2023 | By: Page Wildridge | Acumatica

Acumatica allows your professional services company to handle your project accounting with ease. The ERP is equipped with a robust system for your business to take advantage of. When working with new projects, your business has a lot of data to keep organized. In this blog, we will discuss how Acumatica can help your company keep track of your information while also cutting down on wasted time. 

Templates for Projects and Tasks 

Acumatica has several options when working with project management that can help your business save time. Users can create new templates for tasks or projects based on master templates. Additionally, you can copy directly from past projects within your templates, so you can avoid re-entering your information about equipment, billing rates, and labor. 

Managing Projects 

Your business can easily stay on top of your projects and its financials in Acumatica. All your information on billing, costs, and costs for inventory are stored under the “Financials” tab within the ERP. As your project develops, each completed job within the project and its respective financial information stay updated in Acumatica. You can track your accounting to ensure you remain on budget for your projects.

Automatic Job Creation

You are able to personalize your ERP by adding different “tabs” for specific jobs in each project. Within each tab, you can tag different costs to each individual job. Additionally, Acumatica allows you to create new tabs or projects within the sales and purchasing modules of the system. This is especially helpful when you are on the road working on a project, as you can stay on task and avoid missing important steps in project completion. 

Next Steps 

Logan Consulting is a proud Acumatica partner. If your professional service business is interested in learning more about getting the most out of your ERP, contact us today to speak to an expert.  

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