Regardless of the industry that a business serves, at one point or another, it becomes necessary to act on strategic departmental or company-wide development goals. Being able to execute these plans efficiently requires active project management and a well-constructed roadmap for success. Understanding the five phases of project management, and how to leverage SAP Business One during each phase, can help deliver successful projects.
Join ONE.Source and Eralis Software for this Partner Spotlight webcast for our June 2018 project management curriculum. The live webcast session will take place on Thursday, June 28, 2018 at 12:00 p.m. ET. If you cannot make the live session, the recording will be available on demand. Sponsored by Eralis, this webcast is open to both ASUG Members and Non-Members.
As part of our June curriculum focus on Project Management with SAP Business One, we will host our monthly "Ask the Expert" webcast with Richard Duffy on Tuesday, June 26, 2018 at 11:00 a.m. ET (note: rescheduled from June 7). These interactive webcasts are designed to be open conversations with the live attendees, as well as answer questions that come up in our community forum.
ON June 21, SAP's Dan Love followed up on his April 2018 webcast Insights from SAP: Project Accounting webcast with adeeper dive into the Project Management module in SAP Business One. This session covers the basics and also provides detailed demonstrations of both internal and external projects.
One feature that had previously been missing from SAP Business One is the ability to create timesheets and allocate employee time to projects. I am happy to report that this has been remedied in version 9.3 as part of the Project Management module, but it comes with a caveat you'll need to bear in mind when you switch it on.
In this webcast, SAP's Idit Saguey reviewed frequently asked questions about the customer relationship management (CRM) functionality in SAP Business One. While CRM was the primary focus, use cases and demonstrations also touched on how CRM ties into project accounting and accounts receivable.
Topics included campaigns and advertising promotions, billing hours to a project, cleaning up customer records, as well as managing commissions for your sales employees.
In our monthly webcast cadence with SAP, Dan Love explores our ONE.Source curriculum theme for April: Project Accounting. In this webcast, Mr. Love explains the project management functionality available in various versions of SAP Business One, along with how it can be leveraged for project accounting. Learn about functionality introduced in version 9.2, as well as new features added in the new version 9.3 (now generally available).
Project Management capabilities in SAP Business One enable users to create a central location to track transactions and tie them back to a project. You can track open issues, add activities or documents, and make your life easier with some standard reporting options.
Our Subject Matter Expert, Richard Duffy, dives into this relatively new (introduced in version 9.2) functionality in the latest installment for our 15-Minute Fundamentals video series for basic training and usability tutorials. ASUG members can watch the full video here.