At Data V Tech, we believe that project planning should be more than scattered spreadsheets, sticky notes, and frantic post-it sessions. That’s where Epicor Kinetic comes in — giving you a real Work Breakdown Structure (WBS) at the core of your project management. With Kinetic, the WBS isn’t just another tree-view or planning aid: it becomes the single driving force behind jobs, budgets, milestones, and revenue.
WBS as the planning backbone
Epicor Kinetic allows project managers to define multilevel WBS phases — think “engineering,” “manufacturing,” “installation,” “service,” or whatever fits your business — with subphases that reflect how work is actually delivered.
Within each WBS phase you can attach operations, resource roles, planned hours, and cost structures. That means your high-level project breakdown and your detailed execution plan live side by side — no more juggling separate systems for planning and execution.
Automatic jobs and cost rollups
Once you define the WBS, Kinetic can automatically generate jobs to collect labor, material, or burden costs as work progresses. The hierarchy of WBS phases ensures that all costs roll up cleanly to the main project — offering real-time visibility into estimated and actual costs at both WBS-phase level and overall project level.
This automation greatly reduces the need for manual reconciliations or error-prone spreadsheet-based cost tracking. No more chasing last week’s Excel files to get a project’s true cost baseline.
Template-based planning and reuse
For companies doing similar types of projects repeatedly, Kinetic supports libraries of WBS templates. Once a template is defined — with structure, phases, contract settings, cost rules — you can spin up new projects in minutes, preserving best-practice structures and ensuring consistency across projects.
That means faster planning and less risk of forgetting important steps — especially useful for engineering, manufacturing, or recurring service projects.
Integrated scheduling and milestones
The WBS in Epicor Kinetic isn’t just about cost and structure — it drives scheduling too. Kinetic’s built-in scheduling engine ties into the WBS, and even integrates with Microsoft Project if you prefer to build detailed Gantt-style plans elsewhere.
You can define milestones at the WBS-phase or job level. As labor is reported, Kinetic automatically updates percent-complete and remaining hours — giving project managers a live view of schedule performance and helping to spot delays or bottlenecks early.
Workflow, approvals, and billing alignment
Each WBS phase can carry its own workflow and approval rules. That lets you align reviews, gates, or phase completions with the actual structure of the project — not approximate guesswork.
Even billing and revenue recognition tie back to the WBS. Whether you bill by milestone, cost-to-cost, or custom contract terms, the structure driving execution also drives invoicing and revenue recognition. That keeps delivery, accounting, and billing tightly aligned — a must for complex, multi-phase contracts.
Why this matters (and why Data V Tech cares)
By putting WBS front and center, Epicor Kinetic turns project management into a single, coherent workflow — from planning and costing through execution and billing. For manufacturers, engineers, or service-oriented companies with complex, multi-phase projects, this means fewer surprises, fewer spreadsheet errors, and far better clarity.
At Data V Tech, we champion solutions that reduce complexity and increase transparency. With Kinetic’s WBS-driven approach, you get a system that reflects how work really happens — and stays aligned across teams, costs, schedules, and finances.
