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For manufacturers and distributors managing complex, long-term projects, Syspro Projects and Contracts provides a purpose-built digital solution to ensure profitability and efficiency. From initial quotation to final billing, our platform gives you the real-time visibility to track costs, manage revenues, and make smarter decisions.
Stay in control of every project detail, from deposits and retentions to progress billing, and deliver exceptional value to your customers.
Make smarter, faster decisions with a real-time view of project profitability. Track actual vs. committed costs and projected profits at any level of your project hierarchy to ensure every project stays on target.
Streamline complex project finances. Our solution simplifies progress billings, customer deposits, and retention management, allowing you to define flexible billing schedules that align with your delivery milestones and improve cash flow.
Achieve granular cost control with a multi-level project hierarchy. Allocate costs with precision across every stage of your project for greater budgetary control and accountability, ensuring no detail is overlooked.
Work faster and reduce errors with seamless integration across your Syspro platform. Purchase orders, job activities, and sales orders automatically update project costs and revenues, eliminating manual data entry and providing a single source of truth.
Enable accurate, timely billing with advanced progress tracking. Utilize flexible methods like percentage completion or cost accumulation triggers to ensure your billing always reflects actual project delivery, improving customer satisfaction.
Mitigate risk and ensure compliance throughout the project lifecycle. Set posting thresholds to prevent cost overruns and generate comprehensive audit trails, providing the visibility you need for internal controls and customer requirements.
Hierarchical Project Structure
Built for your industry’s complexity, our solution allows you to create unlimited heads, sections, and sub-sections within contracts. Organize and track costs at every level of your project hierarchy for unmatched clarity.
Flexible Billing Management
Configure different billing methods including manual entry, fixed dates, percentage completion, and cost-based triggers. Apply deposits against various payment types and manage retention invoices with customizable terms.
Advanced Cost Allocation
Attach purchase order lines directly to hierarchy levels and associate material and labor transactions with specific project components. Distribute sales values and adjust billing amounts between project sections as needed.
Standard Hierarchy Templates
Work faster by creating reusable project templates for similar jobs. Eliminate repetitive setup, streamline project creation, and ensure a consistent management approach across your organization.
Comprehensive Query System
Access detailed project information through powerful query screens showing sales, billings, cost of sales, and future expected costs. Drill down to individual transaction details for complete project transparency.
Integrated Quotation Management
Create hierarchical quotations that seamlessly convert to sales orders, jobs, and purchase orders. Estimate costs and production times for non-stocked items with detailed component and operation breakdowns.
Essential integration for processing customer orders and managing billing cycles. Projects and Contracts automatically updates sales order values and creates receivable entries for progress billings, deposits, and retention invoices.
Core integration enabling real-time job costing and material tracking. WIP provides labor posting capabilities, material issue tracking, and cost accumulation that feeds directly into project profitability calculations.
Critical for tracking committed costs and managing vendor relationships. Purchase order lines attach directly to project hierarchy levels, ensuring accurate cost allocation and automated payable entries.
Required integration for creating hierarchical project estimates and managing deposits. The quotations module enables detailed cost estimation for non-stocked items and seamless conversion to active projects.
Provides comprehensive financial reporting and audit trails for all project transactions. Ensures proper accounting treatment of project costs, revenues, deposits, and retentions across your chart of accounts.
Supports material reservation and tracking for project-specific components. Enables automatic stock allocation for confirmed jobs and manages serialized or lot-tracked items within project contexts.