Smarter project management starts here — Unit4 ERP’s Project Management Solutions

Managing project financials no longer has
to be a struggle rife with inefficiencies and
blind spots. Unit4 ERP ushers in a new era of
streamlined financial management, tailored to
the needs of professional services firms.

From real-time project tracking to KPI analysis and seamless integration with core business systems, Unit4 ERP helps project managers do what they do best – analyzing performance, driving profit, and managing people, not data.

Key features of Unit4 ERP

1. Real-time project performance tracking

Unit4 ERP eliminates the delays of traditional financial reporting by providing real-time visibility into project performance. Dashboards dynamically update to display vital metrics like budget adherence, billable hours, and resource availability.

This instant access empowers project managers to identify risks early and make timely adjustments, ensuring projects stay on track.

2. KPI analysis for
data-driven decisions

Decision-making improves when it’s backed by data. Unit4 ERP’s advanced KPI analysis tools allow firms to monitor project health, resource utilization, and profitability in real-time.

For example, a Project manager at an IT consultancy managing overlapping projects can easily pinpoint underperforming areas and redirect resources where they’re needed most—all from a single, intuitive interface.

3. Seamless integration with business systems

Disjointed systems create inefficiencies, but Unit4 ERP solves this by integrating financials, procurement, and human capital management into one unified platform. Data syncs seamlessly across departments, ensuring everyone has access to accurate, up-to-date information.

For example, a budget adjustment made in the financial module is instantly reflected in procurement and HR, keeping teams aligned and reducing manual errors. Likewise, HR can track employee skills and availability in real time—making it easy to assign the right people to the right projects based on both capacity and expertise.

How Unit4 ERP solves project challenges

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Disparate project data that lacks a
single source of truth

Unit4 ERP eliminates fragmented data by unifying financial details into intuitive, centralized dashboards. These tools provide real-time tracking of budgets, KPIs, and profitability, enabling accurate decision-making.

Firms can anticipate risks, adjust strategies, and allocate resources effectively without delays.

Wasted time in manual processes

Manual workflows are replaced with automated processes, ensuring smarter and faster operations. Tasks like invoice generation, expense tracking, and approvals flow seamlessly through predefined automation, minimizing errors and freeing up valuable time.

Rigid project templates that don’t
provide agility

Unit4 ERP’s customizable project structures adapt to the unique demands of firms tackling multiple projects. Features like multi-currency and cross-regional project support ensure teams operate in sync—even across complex global scenarios. Tailored workflows and dynamic invoicing further simplify operations.

Reactive, rather than proactive,
project monitoring

Unit4 ERP integrates advanced AI tools for forecasting, resource optimization, and risk management. Whether identifying underperforming projects or predicting budget overruns, AI anticipates issues before they spiral out of control, keeping every initiative on track.

Lack of actionable performance analysis

Unit4 ERP transforms pain points into opportunities by addressing the root causes of inefficiencies. Centralized data delivers clarity, automation boosts accuracy, and AI fosters proactive management. Together, these tools position professional services firms for sustainable profitability and competitive advantage.

Complex, time-consuming revenue recognition processes

Unit4 ERP automates revenue recognition for professional service firms, ensuring compliance with IFRS 15 and ASC 606. It replaces manual, spreadsheet-based processes with configurable rules for both Time & Materials (“As Billed”) and Fixed Price (“Percent Complete”) projects. Finance teams can easily assign performance obligations, set transaction prices, and post revenue with accuracy. The result: less admin, stronger audit trails, and real-time financial visibility—freeing teams to focus on strategic decisions.

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