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Orchestrate Project Details Smoothly

Stay on top of complex processes, from planning to execution to reporting, with a project-based system that delivers a high-level overview. With just a few clicks, Epicor Financials displays current costs, time requirements, and available materials. Save time and boost efficiency by managing schedule details, estimates, actuals, and status updates all in one place.

  • Sales-order-triggered jobs
  • Work Breakdown Structure (WBS)
  • Time and expense entry via mobile apps
  • Project billing, accounting, and revenue recognition
  • Live dashboards and detailed reporting

Benefits

Simplify Complex Projects

Streamline complex projects with one panoramic view. Epicor's flexible Work Breakdown Structure (WBS), dynamic workflows, and swift approvals transform management of multilevel phases, precise costing, and complex billing into one seamless process.

Automate Revenue Recognition

Avoid tedious manual work with the Revenue Recognition Workbench. View costs and revenue on the WBS or the company level, even for multiple projects at once. Select the best method to meet your needs, such as percentage of completion, cost-to-cost, or units of delivery.

Analyze Project Performance

Tailor charts and dynamic dashboards on your Epicor Financials homepage to instantly see KPIs, track progress, and evaluate performance. Execute critical applications directly from your dashboard, so you can swiftly address and mitigate risks.

Essential Features

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