Enhance Your Project Management with Epicor Project Hub

11/04/24

Handling long-term, complex projects can be daunting, especially when they span months or years and involve numerous components. Epicor Project Hub is designed to transform your project management approach by offering a real-time, cloud-based solution that simplifies every aspect of project management.

Here’s how Project Hub can benefit your business:

Easily Track Job Wins and Losses

In the competitive world of project management, understanding your win-to-loss ratio is crucial. Project Hub allows you to identify which jobs have been won or lost, providing valuable insights through the Job Won/Lost Report. This feature enables you to evaluate your performance, comprehend the financial impact of lost jobs, and refine your strategies for future bids.

Comprehensive Job Tracking

Once a job is awarded, Project Hub streamlines the management of all essential details. You can enter customer information, including contact, shipping, and payment details, and monitor the overall job status through the Job Summary page. This page offers a centralized view of financial data, job-related transactions, and all pertinent documents, ensuring you have everything you need readily accessible.

Efficient Purchase Order Management

Project Hub accommodates various purchase order types to enhance vendor communication and effectively manage inventory. Whether you need to reserve an order for future use, create hold-for-release POs to convey your needs without authorizing shipment, or issue release POs to start deliveries, Project Hub provides the necessary flexibility. This adaptability allows you to efficiently manage your supply chain while keeping your projects on track.

Seamless Management of Customer-Owned Inventory

For projects involving customer-owned inventory, Project Hub provides a comprehensive solution. The Direct Through Stock process enables you to store customer materials in your warehouse and deliver them as needed. This capability allows you to promptly meet customer demands and efficiently manage inventory, enhancing customer satisfaction and driving project success.

Detailed Submittal Tracking

Before purchasing items for a project, you may need to send submittal documents to your customer for approval. Project Hub enables you to track and manage these submittals, making it easy to accurately record and approve all project details before moving forward. This feature helps prevent errors and ensures all stakeholders remain aligned.

Epicor Project Hub is crafted to enhance the efficiency, organization, and profitability of your project management processes. By utilizing its robust features, you can streamline operations, boost communication, and consistently deliver successful projects on time and within budget. Transform your project management approach with Project Hub and experience the advantages of a fully integrated solution.

To learn more about Epicor Kinetic ERP or Epicor Prophet 21 and how the Project Hub can be used, give the expert team at 2W Tech a call today.

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