Epicor Project Management - Zift Solutions
EpicorProjectManagementA comprehensive solution for projectoriented businesses.
Epicor Project ManagementProject ManagementProject success is critical to bottom-line profitability, yet many businesses struggle with projects running behind schedule or overbudget. Project scope needs to be managed constantly with variations identified immediately. Epicor Project Management is acomprehensive solution for project managers who plan and execute simple or complex projects that can require intricate multilevelphases as well as strict costing and complex billing. Embedded within the robust capabilities of Epicor, Project Management utilizesthe detailed estimation, planning, scheduling, costing, and supply chain logistics of Epicor for complete control and analysis ofany project. Resource Management provides a detailed representation of resource capabilities and availability. Time and ExpenseManagement and Approval ensure projects accurately reflect true costs and the comprehensive Billing and Revenue Recognitionfunctionality guarantee compliance with contract requirements and accounting standards. At all times, throughout the wholeprocess, embedded Project Analysis and reporting combined with Business Process Management provides accurate and up-to-datestatus information and meaningful alerts. To be successful in a project environment, project management must permeate everyaspect of your business solution. Companies that are able to efficiently meet the demands of managing their portfolio of projectshave a distinct advantage over their competition; they have a better understanding of their costs so they can bid and win businesswith confidence.XXProject PlanningXXProject BillingXXResource ManagementXXMobile TimeXXTime ManagementXXMobile ExpenseXXExpense Management2
Epicor Project ManagementProject Planning and AnalysisSupporting the needs of industries with a project orientation,Epicor Project Planning provides flexible Work BreakdownStructure (WBS) capabilities including multilevel phases withina project. Fully embedded within Epicor, Project Managementoffers the robust Epicor scheduling engine for complete visibilityand management of the project schedule. Additionally, theability to accumulate and roll up costs for a WBS Phase tothe main project, as well as supporting budgets, estimatedcompletion values, and calculated, estimated and actual costsaccumulated at the WBS Phase level or at the project level. TheWBS can either become the basis for project invoicing, or aEffectively manage the project work breakdown structure no matterhow complex. Ease the burden on project managers by providingaccess to everything relating to the project in a single place.separate billing schedule can be created using Project Billing forcomplex contract management. For complete visibility of costsand cross analysis, all of the costs are rolled up through theproject structure. Added analysis offers cross-project analysis ofMicrosoft Project Integrationkey elements such as a material class, burden or labor type.Epicor supports a bidirectional integration with Microsoft OfficeProject. Create new or import and update Epicor project phasesBidirectional integration with Microsoft Office Project givesand tasks from within Microsoft Office Project then uploadproject managers an additional tool to use to easily manipulatethem in Epicor. Tracking unique data or descriptions withinthe schedule and simplify the planning of any project.your project, Project Management lets you upload them too.Optionally use template projects and project phases for fasterProject Generationproject planning.Define all project components as part of a logical, cohesiveplan. A project can be generated at anytime including at theTemplate Projectsquote, sales order, or after the contract has been signed withCreate a library of template project WBS structures to representthe customer. Define the default project approvals method andthe various methodologies or requirements of recurringworkflow group.projects. Project structure and contract details can bemanipulated in duplicated projects to reflect any nuancesProject WBS Phaseson a particular engagement.Define the work breakdown structure for the project.Automatically create jobs for the collection of costs andMilestonesmanagement of operations, define the hierarchy for phaseDefine project milestones, either associated with particularcost accumulation. Define multiple operations, their sequence,jobs or WBS phases or defined dynamically (e.g., for exampledefined resource roles and planned hours as required againstcumulative costs based on selective cost elements).each phase job. Optionally define workflow and approvalsoverrides at the phase level.3
Epicor Project ManagementChecklist TasksProject AnalysisDefine checklist tasks, assign due dates and associate withWith predefined project cost analytics, plus user-definedparticular individuals. Associate multiple internal contacts with aanalysis codes, consolidate and extract any project cost metric—project task to route e-mail alerts when important project eventsincluding complete rollups of all cost transactions related tooccur (e.g., when a particular project milestone is completed) inthe project or project phase (e.g., job materials, job operations,addition to identifying critical project personnel.burden elements, quote estimates, and sales order information).Project ScheduleAdvanced Project AnalysisCalculate project start and due dates by project, by phase, bySupporting the needs of many industries, Project Managementjobs within a phase or by job assembly, all the way down tooffers robust data analysis and cost rollups as well asindividual job operations. A task bar on the scheduling screenproject analysis “snapshots“ for progress comparativesdisplays the job operation’s current percent complete. Laboragainst historical.reported against the job operation incrementally increases thepercent complete total and decreases the remaining total hours.Cost AnalysisProjects can be scheduled using either the Scheduling system orBegin cost analysis with the quote. Quoting allows projectMicrosoft Project.analysis of potential projects in the design stage, before theproject even begins. The project tracker displays real-time costsProject Budgetsfor all associated transactions, at the project or phase withinDynamically calculate quoted costs and current estimated coststhe project. For tighter in process management of project costs,based on the WBS as well as manually entered budgets andproject managers can compare to manually entered budgets,estimated completion values.maintain cost to complete metrics, and review system-generatedcost to complete metrics.Project WarehouseAssign specific inventory to a project through the projectsRevenue Analysisunique inventory location.Easily perform revenue analysis for progress or milestone billing.Epicor Enterprise Performance Management (EPM) streamlinesProject Attachmentsthe process with user-defined buckets for revenue analysisAttach drawings, specifications and any other documents that(e.g., quoted revenue, current revenue, quoted margin, andare associated with the project to ensure all members of thecurrent margin).project team have ready access to project documentation.Revenue Recognition WorkbenchBusiness Process ManagementUse the Revenue Recognition Workbench to automate revenueSupporting strict standards in process definition, Epicor Businessrecognition and process the various milestones and contractuallyProcess Management (BPM) gives project managers a tool todefined billing points on a project. You can generate journalsdefine and automate their unique business processes for projectfor revenue recognition based on the costs produced from thedefinition, approvals, and project standards, through to deliveryProject Analysis during the life of the project. The journals can beand finance.reversed once the project is completed.Responsive VisibilityInvoicingModify a project at any time, offering ultimate flexibility toProject Management allows you to generate progress andthe project manager. User-defined workflows and check off/milestone billing, so you can invoice your customer andapproval requirements are standard. Throughout its lifetime, alloptionally defer the revenue and cost of sale, recognizing themaspects of the project are entirely transparent.at various stages in the project. Invoices can be generated4
Epicor Project Managementbased on a fixed date, fixed amount, user-defined stage ofproject completion, or user-defined cost-to-date. More complexProject Billingcontract arrangements can be defined using the sophisticatedThe advanced invoicing methods available in Epicor Projectoptions available in Epicor Project BillingBilling provide the capability required to handle the commercialterms negotiated during the project bid process. Project BillingSocial Project Managementcan vary project by project, ranging from shipment-based billingSocial Project Management gives the internal and externalto negotiated rates and the establishment of a billing structureproject community visibility into the events of the project, asthat can be separate from the project WBS. This flexibilitythey happen. This allows teams to achieve transparency asenables project managers to focus on managing project deliveryto project progress and status and enables smarter and morein the most efficient way while also handling accurate billing inefficient collaboration.accordance with a customer defined schedule.Epicor Social Enterprise provides access to those involved withContract Managementyour projects to subscribe, follow and trend what matters mostMaintain the contractual arrangements for a particular project.to the team.Record details of the customer together with key contractdates, values, currency definitions, project manager, and theRather than relying on the team alone, why not leverage theappropriate revenue recognition method. Define source of costsfull expertise of an organization or other social network. Projectrates to be applied to the project contract; hierarchical, project,teams are social entities, embedded in multiple social networksemployee or role.internal and external to the organization. Each member ofthe team has unique social connections inside and outsideConfiguration settings can be used to ensure that only resourcesthe organization.with the specific role codes defined in the project contract areable to work and record time against a project. This can beEpicor Social Enterprise allows the project team to tap intoextended to record the specific resources that are approved tothose social networks for expertise (and even resource time) towork on a particular project contract.complete their goals. It allows a project manager to see thesocial network of their team and leverage those connections toInvoice ceilings can be established to limit the amount billedbetter communicate with the greater project community.for a particular role code, resource or supplier. The contractdefines the system behavior when such ceilings are met—eithercontinue or cease invoicing for the defined resource. Epicor BPMcan be used to monitor as ceilings are approached.To cater for the needs of certain industries, notably contractsdealing with the U.S. Department of Defense, Burden Sets andthe sequence in which they are applied may be maintained anddefined against the project contract.VariationsRecord the details of contract and project variations. Optionallyuse Epicor BPM to define the workflow that needs to beSharing valuable knowledge helps project teams leverage the fullexpertise of an organization or other social network.associated with variations to ensure appropriate communicationto protect revenue and manage costs.5
Epicor Project ManagementInvoicing Methodof rates, which can be hierarchical or specified in the project,resource, or resource role.Define the appropriate invoicing method negotiated for theproject. One invoicing method can be defined for the entireproject or each phase can have a unique method defined.Cost PlusInvoicing can be based directly on project activity (e.g., customerThe cost plus invoicing method works on the normal cost ratesshipment, achievement of defined milestones, time andfor the labor and burdens which are then marked up by contractmaterials or cost plus). Alternatively, the contract may be defineddefined percentages to arrive at a total invoice amount. Eachas incurring a fixed fee, in which case invoicing is defined inbilling may also have a monthly fixed charge applied or a one-accordance with a contract schedule.time management fee.Fixed FeeWith a fixed-fee project, the contract value is billed inaccordance with an agreed schedule, starting from the contractstart date. Billing frequency determines how regularly bills areprepared for example monthly, quarterly, or annually.Progress on a fixed-fee project is measured against items agreedto in the contract. Such measured work can either be linkeddirectly to the project WBS or managed separately. During thelife of the project progress claims (also known as applications forpayment) are raised and processed in accordance with the fixedfee billing schedule.Fixed-fee projects additionally allow for the definition of a DefectComprehensive contract management provides a range of invoicingoptions to cater to any billing situation.Liability Period and Retention percentages. Where retention hasbeen defined, a percentage of each progress claim is held backCustomer Shipmentuntil the end of the liability period.The customer shipment invoicing method is the equivalent ofinvoicing against a sales order. As project deliveries are shipped,Progress Paymentsa customer invoice is raised in accordance with the appropriateThe progress payment method of project invoicing providesprice list.the ability to raise periodic invoices against deliveries or againstprogress on a provisional contract. An agreed percentage ofMilestone Billingincurred costs may be invoiced periodically up to a nominatedMilestone billing enables invoices to be raised on theceiling. BPM alerts can be used to monitor progress against theachievement of defined milestones. Invoice amounts are eitherceiling to provide early warning of a need to renegotiate.based on costs to date, with a markup, or a fixed amount.When the contract has been finalized, a process releases invoicesfor any shipments made, consuming any progress paymentsTime and Materialsmade to date.With Time and Materials billing, the project is periodically billedon the basis of the approved time and materials incurred duringthe invoice period. The project contract allows for the definitionResource Managementof the charge rates for project resource roles as well as theEpicor Resource Management provides the ability to define allpricing arrangements for materials to ensure accurate billing.resources available whether they are employees, contractors,Project contract additionally allows for the appropriate derivationequipment or machinery. Comprehensive calendars, resource6
Epicor Project Managementcapabilities, roles and capacities can be defined which areTime records can be entered and submitted as the timethen referenced throughout Epicor. Resource managementrecording period progresses, or submitted at the end of eachadditionally provides the comprehensive costing and defaulttime period. Reports and alerts can be configured to alert usersburden and billing data used throughout the application fromof missing time records.planning and scheduling to labor bookings. Contractual rolerequirements and a clear separation of direct and indirect laborare supported in accordance with the specifications of the mostdemanding contract.Time ManagementTime Management in Epicor provides a highly configurableenvironment for the recording and management of time acrossprojects, jobs, service orders and internal codes. A range of entryoptions are available each reflecting the nature of a particulartransaction. Time can be entered online, on the shop-floor,Calendar provides clear visibility of missing timesheet entries. Thecolored blocks indicate the approval status of each time transaction.in the office or from a mobile device resulting in quick andaccurate recording.Direct Labor EntryThe reliability of time recording is reinforced through an arrayQuickly enter production information for jobs includingof task-centric entry options which focus on the critical dataquantities, clock in/out details and location information. Directrequired in each context. Additional configuration optionsLabor entry defaults to the current date, but any other date canensure that users only have access to authorized jobs andbe selected using the Outlook-based style calendar widget.booking codes, with a clear separation between direct andindirect labor entry.Labor Entry using MESA flexible approvals process provides the security to ensureEpicor Manufacturing Execution System includes a dedicatedthat transactions are properly authorized and backed up by ainterface for shop-floor entry of job and Time Managementcomprehensive audit trail.information. Configurable controls allow such entries to routethrough the approvals process if required.When implemented alongside Expense Management, bothTime and Expense Management are available from a singleDaily Time Entrymenu option.Daily Time Entry provides tailored entry depending on thelabor type. Project, Indirect and Service each provide directAccess from Calendaraccess to the appropriate details resulting in complete andA familiar calendar tool enables users to navigate to theaccurate time submissions.appropriate period for time entry. Timesheet status by day isgraphically displayed providing a clear view of missing entries,Timesheet Listtogether with the submission and approval status of time. ToTimesheet List provides a spreadsheet entry format offeringcreate a new time entry, the user simply clicks on the appropriatequick and reliable time entry, particularly where a task is workedstart time to enter the required details.across multiple days in the timesheet period. Entries can be7
Epicor Project Managementcopied from previous weeks or pasted in from a spreadsheet,incorporate records entered through MES labor bookings.if desired.Submitted records may be modified or rejected with a fullaudit trail. The queue can be filtered and sorted as required,Indirect Timecomments may be viewed and transactions valued to monitorIndirect time can be entered using Epicor Time Management.the full impact at the time of approval.Indirect codes are associated with General Ledger Controls toBusiness Process Managementdrive accurate financial time reporting.Complementing the approvals process, Epicor Business ProcessQuick CodesManagement may be configured to alert users and managersQuick Codes are definable by each user to represent regularof missing time records and outstanding approvals as required,combinations used in time entry. Quick Codes reinforceensuring complete and accurate recording of time.accurate Time Management and minimize the effort requiredProxy Usersfor data entry.Timesheets are normally entered and approved by each user.CommentsIn addition, nominated individuals can be defined to enter orMultiple comments can be added during time entry to provideapprove time transactions on behalf of other users. A full auditbackup details behind each transaction. These are also availabletrail is provided to identify such proxy transactions.to communicate through the approvals process.Reporting and AnalysisSecure ConfigurationFull reporting and analysis of time records and approvals isConfiguration options provide the control to enforce the clearprovided through a variety of reports and trackers.distinction between direct and indirect workers time recording.Role codes can be defined to further control time recording toAudit Trailapproved resources.The date/time and user details of each time transaction isrecorded to provide clear visibility of entry and approval,Contextual Approvalsincluding proxy details as required ensuring compliance withThe level of approval required for each time transaction isinternal procedures and external requirements such as the USdetermined by the context of the record ensuring fast andDefense Contract Audit Agency (DCAA) guidelines.efficient approvals. Time can be auto-approved, routed to theMobile Time Managementappropriate supervisor or routed to the project manager or othernominated individuals with control down to the project phase,Mobile Time Management allows you to easily take care ofif required.business while traveling by capturing your time while on thego. By reducing the need to remember and enter when youAdvanced Workflowhave access to Epicor ERP, you will have fewer errors and missedAdvanced approvals workflow options allow workflow groupsbillable time. Mobile Time Management is built using processto be established to route approvals through multiple levels in adriven menus and utilizes standard consumer devices usinghierarchy or routed to groups for approval.Apple iPhone, iPad, Android phones and tablets, and windowsmobile devices. The application is cost effective to deploy andApprovals Queueeasy to use. Applications will also work in a disconnected stateApprovals views provide supervisors and managers with all theand allow the user to enter data and sync back when they haveinformation required to ensure efficient approval of outstandinga connection.time records. If configured, the approvals queue can also8
Epicor Project Managementdisplayed providing a clear view of the submission and approvalstanding of Expenses. To create a new expense entry the usersimply clicks on the appropriate day to enter the required details.Expense records can be entered and submitted as the periodprogresses, submitted at the end of each period or associatedwith a specific expense claim reference for easy reconciliationwith reimbursements. Reports and alerts can be configured toalert users of missing time records.Detail Expense EntryDetail Expense entry allows the user to enter full details for theexpense including tax and currency information together withpayment type.Mobile Time Management reduces missed billable time.Expense ManagementExpense Management in Epicor helps eliminate administrativeeffort, increasing efficiency by providing a secure environmentfor the recording and management of multicurrency expensesacross projects, jobs and service orders as well as purely internalQuickly enter expenses in a familiar spreadsheet layout. Submit forapproval and efficient reimbursement.expenses. Expenses can be entered online, in the office, orfrom a mobile device, resulting in quick and accurate recordingExpense Listof expenses.Expense list provides a spreadsheet entry format offering quickA flexible approvals process provides the security toand reliable expense entry. Entries can be copied from previousensure expenses are properly authorized, backed up by aweeks or pasted in from a spreadsheet, if desired.comprehensive audit trail.Approved transactions flow directly into Accounts Payable forInternal Expensesfast and efficient processing and reimbursement.Internal expenses can be entered using Epicor ExpenseManagement. Expense codes are associated with GeneralWhen implemented alongside Time Management, bothLedger Controls to drive accurate financial reporting.Time and Expense Management are available from a singlemenu option.Quick CodesAccess from CalendarQuick codes are definable by each user to represent regularcombinations used in expense entry. Quick codes reinforceA familiar calendar tool enables users to navigate to theaccurate Expense Management and minimize the time requiredappropriate day for expense entry. Expense status is graphicallyfor data entry.9
Epicor Project ManagementCommentsProxy UsersMultiple comments can be added during expense entry toExpenses are normally entered and approved by each user.provide backup details behind each transaction. These are alsoIn addition, nominated individuals can be defined to enter oravailable to communicate through the approvals process.approve expense transactions on behalf of other users. A fullaudit trail is provided to identify such proxy transactions.Configurable expense andpayment typesRegular and unit-based expense types can be established aswell as multiple payment types to ensure compliance withcontract provisions.Contextual ApprovalsThe level of approval required for each expense transactionis determined by the context of the record ensuring fast andefficient approvals. Expenses can be auto-approved, routed tothe appropriate supervisor, or routed to the project managerwith control down to the project phase, if required.Advanced WorkflowThe approvals queue enables approvers to stay on top of outstandingtransactions.Advanced approvals workflow options allow workflow groupsto be established to route approvals through multiple levels in aReporting and Analysishierarchy or routed to groups of managers for approval.Full reporting and analysis of expense claims and approvals isApprovals Queueprovided through a variety of reports and trackers.Approvals views provide supervisors and managers with all theinformation required to ensure efficient approval of outstandingAudit Trailexpense records. Submitted records may be modified or rejectedThe date, time, and user details of each expense transactionwith a full audit trail. The queue can be filtered and sorted asare recorded to provide clear visibility of entry and approval,required and comments viewed at the time of approval.including proxy details.Efficient Reimbursementclaim, are passed to Accounts Payable for final approvalMobile ExpenseManagementand reimbursement eliminating any requirement forMobile Expense Management allows resources to enterOnce fully approved, expense transactions, group by employeetransaction reentry.expenses as they happen, reducing the need to remember andenter when they have access to ERP.Business Process ManagementComplementing the approvals process, Epicor Business ProcessMobile Expense Management utilizes standard consumerManagement may be configured to alert users and managersdevices on Apple iOS and Google Android, and is built usingof outstanding approvals as required, ensuring complete andprocess driven menus. The application is cost effective to deployaccurate recording of expenses.and easy to use. Epicor expense management also utilizes10
Epicor Project Managementthe device camera, if one is available, allowing users to attachpictures of receipts at the time of entry. This speeds up theapproval process. Applications will also work in a disconnectedstate and allow the user to still enter data and sync back whenthey have a connection.Mobile Expense Management improve expense accuracyand timeliness.11
MIS Consulting & Sales, Inc. and its subsidiary, MIS Solutions Canada, ULC is an Epicor Gold Partner thathas been helping clients meet their vision with business strategies everyday since 1987. Not all ERP systemsare created alike, and neither are all ERP implementation partners. Through long term relationships weinspire our clients to achieve their business goals and have an exceptional experience with their ERP. As anexperienced firm, we believe that clear communications with repeatable, proven methodologies usingcertified consultants leads to ERP success with the greatest ROI. Our goal is to help you build your solutiontoday and be your trusted advisor tomorrow.Contact us for more information on Epicor Products and is document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional contentexpressed herein are believed to be accurate as of its date of publication, April 2014. However, Epicor Software Corporation makes no guarantee, representations or warrantieswith regard to the enclosed information and specifically disclaims any applicable implied warranties, such as for fitness for a particular purpose, merchantability, satisfactoryquality, and reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, usersof this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change withoutnotice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged toobtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes tothe products or programs described in this publication at any time, without notice. The usage of any Epicor Software shall be pursuant to an Epicor end user license agreementand the performance of any consulting services by Epicor personnel shall be pursuant to the standard services terms and conditions of Epicor Software Corporation. Epicor andthe Epicor logo are trademarks of Epicor Software Corporation, registered in the United States, certain other countries and/or the EU. All other trademarks mentioned are theproperty of their respective owners. Copyright 2014 Epicor Software Corporation. All rights reserved.
your project, Project Management lets you upload them too. Optionally use template projects and project phases for faster project planning. Template Projects Create a library of template project WBS structures to represent the various methodologies or requirements of recurring projects. Project structure and contract details can be
Epicor Learning, Epicor's learning management system, is used to manage training content for all Epicor products. It provides a convenient location for Epicor's customers, partners, and employees to: Find and enroll in self -paced courses. Register for classroom courses held at Epicor training facilities.
The following section contains a list of features released with the Epicor ERP 10.2.300 version. If you are upgrading from a previous version, review this information to learn about the features added through this major version. Epicor University Epicor University creates and maintains the documentation and education materials for Epicor ERP .
Human Capital Management Your business runs on human resources. So, run your human resources with the Epicor award winning Epicor Human Capital Management (HCM) solutions. From recruiting and onboarding new talent to fostering careers through talent management programs, Epicor HCM helps you drive process improvements from the front line.
Epicor ERP has the ability to manage work order allocation and scheduling. With Mobile Field Service, your resources in the field and in Epicor ERP will collaborate more productively, be more responsive to customer needs, and provide superior levels of service. Case Management Epicor Case Management is fully integrated with Field Service for
Epicor ERP has the ability to manage work order allocation and scheduling. With Mobile Field Service, your resources in the field and in Epicor ERP will collaborate more productively, be more responsive to customer needs, and provide superior levels of service. Case Management Epicor Case Management is fully integrated with Field Service for
Epicor Electronic. Reports. Epicor for *industry* A Powerful and Easy-to-Use Architecture. Epicor Electronic Reports is an optional module for your Kinetic system that. allows multiple stakeholders to design, deliver and share electronic. reporting solutions. If your business need
practices and decades of distribution experience. Epicor Eclipse software is designed specifically for distributors and can be deployed in the cloud or on premises. This is how Epicor solutions fit distribution businesses to ease operations and drive growth. Epicor helps distributors to: 1. Add product lines and services,
Introducing Epicor ERP Epicor minimizes the complexities of traditional ERP to deliver a solution that emphasizes ease of use, collaboration, and responsiveness. With the flexibility to run on premise or in the cloud, Epicor delivers a comprehensive set of global functionality—enabling you to drive profitability, inspire innovation, and respond
