How to manage projects in SAP Business One

27 October 2023

How to manage projects in SAP Business One

With SAP Business One, there’s no need to use multiple systems across your company. This all-in-one ERP solution includes all the tools your team needs to manage everyday tasks – including helping to manage all types of project management processes.

The project management functionality is a new addition to SAP Business One. These tools allow users to manage financial and project management data and documents within the same application to automate and integrate important PM tasks.

SAP Business One simplifies project management by tracking essential project milestones and associated costs and budgets. Users can streamline operations with the ability to track, post updates and record progress within the same system.


Centralised solution

Unlike other PM solutions, SAP Business One connects all of your teams. Finance, sales and PM teams can work seamlessly together in real-time to share information.

Important documents are stored locally within the centralised database for ease of reference and to record and track each completed transaction. Project leads can monitor and add resources to complete required stages and then track the progress of activities and change the status of these for added transparency.

If the project that you’re working on is large or complex, SAP Business One has the functionality to split work into mini ‘sub-projects’ or different phases. This provides users with better transparency and a holistic overview of projects. It also improves the ability to report on stage analysis, open issues, resources used, and any still outstanding.

Powerful Project Management Tools

SAP Business One helps organisations to get paid faster for the services provided. The powerful PM tools in the system help to automate project-related billing to customers.

The system has an integrated wizard tool to simplify and automate the standard or milestone billing processes to help improve efficiency and deliver a further boost in transparency and productivity.

In the latest version of SAP Business One, Version 10, there are several Gantt Chart enhancements to assist project managers. Users can easily and quickly check the progress of different project stages against set start, due and finished dates within the enhanced interactive chart.

SAP Project Management Demo

Want to see how you can schedule and manage your projects within SAP Business One? Arrange a demo today with one of our experts.


SAP Business One

SAP Business One

SAP Business One is a business management software solution for small to medium-sized enterprises. It provides a suite of functions that simplify and streamline business operations.


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