ianaiERP · Projects & Delivery
Deliver the work. Keep the scope, cost, and billing in view.
Connect project plans to the operational and financial work behind them. Organize phases, tasks, and milestones; assign resources; track budgets and costs; and manage change orders and billing in ianaiERP. Give delivery and finance teams a shared view of what is planned, what has happened, and what can be billed.
Request a DemoProject delivery with a financial context
A schedule can look healthy while costs rise. Materials can be ordered before the work begins, and finished milestones can wait for an invoice. ianaiERP brings project structure, resource activity, purchasing and financial records into the same working environment so your team can review delivery and commercial progress together.
Give project managers the delivery detail they need and finance teams the cost and billing context they need, without rebuilding the project in a separate spreadsheet.
Create projects from templates and break delivery into phases, milestones, tasks, and subtasks. Use Gantt views for the schedule and dependencies, and Kanban views for the flow of work. Teams can track responsibilities, progress, comments, and task activity within the project.
Develop project budgets from reusable templates and review planned amounts alongside delivery. Budget structures can support the commercial work around a project, including creating an estimate or contract from the budget. Keep the starting assumptions available when scope or cost changes.
See the difference between what has been ordered, what operations have recorded, and what has reached the financial ledger. Project cost summaries bring these views alongside the budget and show customer billing separately. That distinction helps teams review exposure before every supplier bill has arrived.
Assign resources to project work, review availability and utilization, and capture time entries against the project. Approval and rejection steps support timesheet review before eligible time is used for billing. Resource-use records add context about the people and equipment contributing to delivery.
Capture scope changes as change orders and move them through the relevant review process. Keep project files, daily logs, and task activity available so discussions about extra work have context. Your team can review changes alongside the budget and commercial records.
Support time-based, fixed-amount, milestone, and progress billing. Review what is eligible to bill, what has already been invoiced, and the current contract context. For projects with retainage, keep withheld and released amounts visible as billing progresses.
From agreed scope to customer billing
A custom equipment project can begin with a template and budget, move through engineering and delivery milestones, and finish with billing tied to the work performed.
Create the structure, assign the customer and project reference, set milestones, and establish the budget and billing method.
Sequence tasks and dependencies, assign resources, and review the commitments needed to support delivery.
Capture time and resource use, review costs against the budget, and record changes as the project develops.
Check eligible time or milestones, progress, and previous invoices. Create the appropriate bill and keep the financial summary current.
Keep manufacturing and distribution projects connected to the wider business while supporting other forms of project delivery.
Coordinate engineering tasks, customer milestones, project budgets, and the financial activity associated with a custom build. Review scope changes and costs with the delivery schedule, then bill using the project’s commercial terms.
Manage customer work that combines equipment or product supply with coordination, installation, or other project activity. Track the overall budget, commitments, and milestones alongside the operational transactions.
Use templates, resources, time records, and change orders to coordinate work across teams. Customer projects can connect to billing; internal initiatives can use the same planning and cost-review structure.
The project plan sits alongside the ERP’s operational and financial records. In addition to tasks, schedules, and milestones, your team can manage budgets, resource activity, costs, change orders, and billing within ianaiERP.
Yes. Gantt views support reviewing the schedule and task dependencies, while Kanban views show work by status. Projects can include phases, milestones, tasks, and subtasks, with progress and activity recorded against the work.
Yes. Project templates give recurring work a consistent starting structure, and budget templates support repeatable planning. Teams can adapt the resulting project and budget to the specific customer, scope, and delivery requirements.
Costs describe the resources and purchases behind delivery; customer billing describes revenue invoiced. ianaiERP reports operational, financial, and committed costs separately and shows billed amounts alongside them. Project coding links the relevant transactions to the review.
Project billing supports approved billable time, fixed amounts, achieved milestones, and progress against a contract. Billing summaries show eligible work and prior billing. Retainage can be tracked and released through the billing process where applicable.
Yes. Project tools support resource assignments, availability and utilization views, time entries, timesheet summaries, and approval or rejection of time. Approved, billable, unbilled time can be reviewed for time-based billing.
Use change orders to record changes and move them through the configured review process. Keep supporting files, daily logs, and task activity with the project so teams can review the change in the context of scope, budget, and delivery.
Yes. Projects are part of the same ERP as manufacturing, inventory, finance, and field service. Service requests can reference a project code, and project financial views use the relevant coded transactions. The shared context helps teams coordinate broader customer delivery.
Plan and execute the production work behind customer delivery.
Coordinate customer visits, service work, and completion records.
Review project billing and costs within your ERP financials.
Bring a project schedule, budget, and billing example. We will walk through the work and the financial picture together.