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Project Management in Epicor Kinetic

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Smarter Forecasting, Faster Delivery, and Better Resource Allocation

For manufacturers and service-driven organisations that manage complex, multi-phase projects, Epicor Kinetic’s Project Management module offers full lifecycle control. From scoping and quoting to scheduling, execution, and billing, you gain a single system to track deliverables, monitor costs, and meet deadlines.

Lead Magnet:

 Download the Project Profitability Toolkit — Tools to help manufacturers and job shops track project performance and reduce cost overruns

Task & Milestone Tracking

Define work breakdown structures with start/end dates, dependencies, and ownership.

Budget & Cost Control

Track project budgets, actual costs, and variance with links to purchasing, payroll, and time tracking.

Resource Allocation

Assign labour, equipment, and subcontractors across parallel projects without overload.

Progress Billing & Invoicing

Automate milestone-based or percentage-based billing for better cash flow.

Change Management

Track scope changes and their impact on timelines and budgets in real time.

Job-to-Project Integration

Connect manufacturing jobs to broader projects and roll up costs and timelines.

  • Project Managers and Engineers delivering complex jobs with tight budgets
  • Operations Managers overseeing project and production dependencies
  • CFOs and Controllers looking to reduce cost overruns and improve revenue recognition

The Project Management module integrates directly with:

It’s also commonly used alongside CPQ → and Field Service → for complex engineer-to-order and install projects.

Start Managing Projects Proactively

Book a Demo or Download the Project Profitability Toolkit to explore how Epicor handles project-based operations

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