Project Management

Agile, User-Friendly Project Management with Epicor Kinetic

Project managers are usually under excessive stress due to project scope creep, resource constraints, and time limitations. Some projects involving complex technologies and processes also create further hardships. Meanwhile, it is crucial to ensure that projects are completed efficiently and effectively and that they meet the needs of stakeholders. With the aim to support project managers to overcome those ordeals effortlessly, Epicor incorporates the Project Management module into Kinetic.
Epicor Kinetic project management

What is Epicor Kinetic's Project Management application?

Epicor Kinetic Project Management is a comprehensive solution that simplifies the process of planning, organizing, and overseeing the resources (e.g., people, materials, and time) required to achieve specific project goals and objectives. It includes multiple tools, such as detailed estimation, planning, scheduling, costing, and supply chain logistics.

The module can help users to manage the entire project lifecycle, improve project visibility and collaboration, optimize resource allocation, and increase profitability. They can create and manage tasks, track progress, manage budgets, analyze performance with customizable reports and dashboards, and handle multiple tasks when integrated with other solutions.

How does Epicor Kinetic's Project Management application enhance project efficiency?

Here are some of the ways Epicor Kinetic project management can enhance project efficiency:

  1. Epicor Kinetic project management provides a centralized platform for managing all aspects of a project, including project timelines, resources, and budgets. This helps project managers keep track of all project-related activities in one place, reducing the risk of miscommunication and delays.
  2. Project managers can use this app to create detailed project plans, assign tasks, and set deadlines to develop a clear project roadmap and stay on track with project timelines.
  3. Its resource allocation function helps project managers optimize their resources, ensuring that the right people are working on the right tasks at the right time.
  4. Epicor Kinetic project management provides a range of collaboration tools that enable real-time communication between team members. As a result, project managers can keep everyone on the same page and support team members to work together more effectively.
  5. Epicor Kinetic project management’s real-time reporting and monitoring capabilities help ensure that the project is on track and that any issues are addressed promptly.
  6. Project managers can save time and focus on more strategic tasks that require their attention as this module allows them to automate multiple workflows.

Epicor Kinetic project management

Optimize Project Management with Epicor's Key Features

Epicor Kinetic Project Planning and Analysis

Project Planning and Analysis

Robust, user-friendly scheduling engine for complete visibility and efficient management of the project schedule.
Epicor Kinetic Project Generation

Project Generation

Effective instrument to define all project components as part of a logical plan and to generate projects at any time, with default approvals and workflows.
Epicor Kinetic Contract Management

Contract Management

Project contractual arrangements tool to record customer details, key contract dates, values, currency definitions, project managers, revenue recognition methods.
Epicor Kinetic Planning Contract

Planning Contract

Remarkable ability to link demand and supply to the project by associating a planning contract with one or more projects, which will then inherit the same contract ID.
Epicor Kinetic Project Billing

Project Billing

Invoice your customer and optionally defer the revenue and cost of sale—recognizing them at various stages in the project effortlessly.
Epicor Kinetic Expense Management

Expense Management

Secure environment for recording and managing multicurrency expenses across projects, jobs, and service orders, as well as purely internal expenses.
Epicor Kinetic Resource Management

Resource Management

Define all resources available— whether they are employees, contractors, equipment, or machinery for comprehensive costing and default burden and billing data.
Epicor Kinetic Time Management

Time Management

Highly configurable environment for the recording and management of time across projects, jobs, service orders, and internal codes.
Epicor Kinetic Revenue Recognition and Analysis

Revenue Recognition and Analysis

Automate revenue recognition and process the various milestones and contractually defined billing points on a project.
Epicor Kinetic Advanced Project Management

Advanced Project Management

Complete functionality to manage projects, contracts, claims, subcontractors, variations, and revenue recognition.

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    WBS = Work Breakdown Structure .
    A hierarchical breakdown of the project into smaller, more manageable components.


    APM = Advanced Project Management.
    Advanced Project Management extends the functionality and flexibility of the Project Management module. It helps address the challenges of contract management and multifaceted projects with an integrated solution that provides complete functionality to manage projects, contracts, claims, subcontractors, variations, and revenue recognition.


    RM = Resource Management.
    The process of managing, planning, and utilizing resources, including personnel, materials, and equipment, to support project and operational requirements.

    Workflow Group

    A collection of related workflows that are organized together for ease of management and execution.


    A specific activity that must be completed as part of a project.

    Critical path

    The sequence of tasks that must be completed on time to ensure the project is completed on schedule.


    EVM = Earned value management.
    A technique for measuring project performance by comparing planned work with actual work completed.

    Risk management

    The process of identifying, assessing, and mitigating potential risks to the project.

    Contract Management

    The process of managing and tracking contracts, including terms, conditions, and financial information, throughout the contract lifecycle.

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