Financial Tools For Project Management

Project Management in SAP Business One for Small/Midsize Businesses


When your business operations include projects, it can be beneficial to use a project management software solution to control tasks, stages and phases that integrates with the rest of your business to improve visibility, integrate operations and eliminate stand-alone systems.

SAP Business One is a business management software for small to midsize businesses that includes accounting, sales, CRM, inventory, purchasing, production, service, operations – and project management.  These functional modules work together to automate your business across all the departments of your company.

You can use the Project Management module to manage your projects from start to finish, centralizing all project related transactions, documents, resources, and activities in one place. The feature helps you monitor the progress of tasks, stages and subprojects, analyze budget costs, and generate reports on various aspects of the project, such as stage analysis, open issues, and resources.


  • Combines both financial and project management data in one solution.
  • Centralize all project related transactions, documents, resources and activities in one place.
  • Depending on the size and scope of a project, it can be split into different “Sub Projects” or “Phases” which may represent a functional area for example.


  • Helps to monitor the progress of: Tasks, Stages & Phases.
  • Manage projects more effectively from start to finish.
  • Better project transparency by analyzing budget and costs and generating reports on aspects of the project, such as stage analysis, open issues and resources.


Managing Projects in SAP Business One

A view of the project window

All the information about a project is centralized in the Project window.  You can assign documents to a project according to a financial project code. In the header is the basic information about the Project.  Tabs consolidate further information about the project such as,

Overview tab:  In the Overview area, you select the risk level, industry, and add comments.  It also includes a nice view of subprojects.

Subprojects tab:  If you’ve checked the box for “Project with Subprojects” you can access the Subproject tab.  On this tab, you can assign subprojects to the project, that is, you can create subprojects that are on the hierarchy level directly below the project.

Stages tab:  On this tab, you specify tasks related to stages. Many tasks can be related to one stage. You can create stage dependencies across different project levels, including subprojects.  Each stage row holds a completion rate, and the completion rate of all stages amounts to 100%.  Here you also maintain open issues, attachments, documents, work orders and activities.

Summary tab:  View the summary information of all the costs of the project.  Includes budget and invoiced amounts; accumulated budget; profit values, accumulated profit values; work order costs; and dates.

Remarks and Attachments:  Add notes or attachments for your projects.

Billing Document Generation Wizard:  The wizard allows you to recharge costs or bill a project.  It creates A/R delivery or A/R invoice documents based on the project data to streamline standard billing or milestone billing.

Project Reports:  Generate stage analysis, open issues or resources reports.  A Gantt chart feature shows the project tasks across a timeline.

Project status:  When a project is done you can change the status of a project from Started to Finished.  Two other project statuses such as stopped or paused are available.



A view of the gantt chart in SAP B1

For More Information on Project Management Software With SAP Business One

Could SAP Business One and the project management module help your business with better financial reporting on projects?  Help you manage project tasks, issues and activities? 

Watch the video of Project Management functionality in SAP Business One

Schedule a discovery call with us!  For an integrated business management and project software solution to help you deliver your projects on time, contact us at

Seidor is the global #1 SAP Platinum Partner of SAP Business One.  We sell, install, implement, train and support
our customers for this software solution from our offices in Houston, Detroit, New Jersey, Miami and California.

If we can help you explore SAP Business One, please

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