Project Management
Project management software connected to costs, people and billing
Plan work, assign tasks and follow progress, while purchases, team allocation and billing stay linked to the same project. Omnegic ERP shows delivery and financial progress side by side.
The challenge
Why projects drift
- 01
Progress tracked separately from cost
A project looks on schedule, but nobody can see that material and labour costs are already over plan.
- 02
Tasks scattered across tools
Plans in spreadsheets, updates in messages and decisions in meetings make it hard to know what’s actually done.
- 03
Billing lags behind work
Completed milestones aren’t billed promptly because delivery and finance aren’t looking at the same information.
The Omnegic approach
Omnegic ERP links projects to the rest of the business. Tasks and milestones track delivery, while purchases, issued materials and assigned people track cost. Finance can see what is ready to bill, and management can compare progress with spend.
Capabilities
What Omnegic Project Management covers
Standard capabilities describe the module’s intended scope. Items marked as configured per implementation depend on your setup and are confirmed with you during evaluation.
Projects and milestones
Define projects with scope, key dates and milestones.
Tasks and assignments
Break work into tasks, assign owners and set due dates.
Task boards and status
Follow work across stages such as planned, in progress, in review and done.
Project costs
Associate purchases and materials with the project they belong to.
Project documents and notes
Keep key project information alongside tasks.
AI project insights
Ask the AI assistant about project costs, overdue tasks and milestones, and get alerts when costs run outside their usual pattern.
Configured or confirmed per implementation
Time and resource trackingConfirm in evaluation
Recording time or resource allocation against projects is reviewed and confirmed for your process.
Milestone billingConfirm in evaluation
Billing approaches such as milestone-based invoicing are confirmed during evaluation.
Workflow
A project from award to close
Delivery and financial information grow together as the project progresses.
- 1
Set up
Create the project, milestones and budget lines.
- 2
Plan
Break the work into tasks and assign owners.
- 3
Execute
Teams update task status; purchases and materials are charged to the project.
- 4
Review
Managers compare progress with costs.
- 5
Bill and close
Completed work is billed and the project is closed with a full record.
Projects
A project view for every stakeholder
The same project record answers different questions for different roles.
Project managers
Which tasks are late and who owns them?
Finance
What has this project cost so far, and what can we bill?
Procurement
Which materials have been requested for this site or job?
Leadership
Which projects need attention this week?
Connected modules
How Project Management connects with the rest of Omnegic
Information created here is used elsewhere automatically, which is what removes duplicate entry.
- Purchase & ProcurementPurchases can be raised for and charged to specific projects.Explore Purchase
- Inventory & WarehouseMaterials issued from stock are recorded against the project.Explore Inventory
- Human ResourcesTeam members are assigned from employee records.Explore HR
- Accounting & FinanceProject costs and billing flow into project-level financial reporting.Explore Accounting
- Customer Relationship ManagementWon opportunities can become new projects.Explore CRM
Benefits
What your team gains
Earlier warning on overruns
Costs are visible while work is still in progress.
Clear ownership
Every task has an owner and a due date.
Prompt billing
Finance sees completed work as it happens.
Better future estimates
Closed projects provide real cost history.
FAQ
Projects questions, answered
How is Omnegic project management different from a standalone task tool?
Standalone tools track tasks well but rarely know what a project has cost. Omnegic connects tasks to purchasing, inventory, people and accounting, so progress and cost can be reviewed together.
Can we see project profitability?
Project costs such as purchases and issued materials can be tracked against each project, and project billing is recorded in accounting. The exact profitability reporting is configured during implementation.
Does it support Gantt charts or scheduling?
Scheduling views and dependency planning requirements should be raised during evaluation so they can be confirmed against your process.
Can we bill clients by milestone?
Milestone-based billing is part of the configurable scope and is confirmed during evaluation.
Can site teams update progress?
Users with the right access can update task status. Mobile and site access requirements should be reviewed during evaluation.
See delivery and cost in one place
Walk through a sample project in Omnegic ERP, from setup to billing.