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PROJECT MANAGEMENT

Plan, execute and control every project on a single platform

TRILAY ERP+ integrates task, resource and process planning with the control of budgets, costs, income, expenses and profitability. Manage multiple projects in parallel and monitor their operational and financial progress from one environment.

From planning to the project's financial result
The project management challenge

From disconnected information to comprehensive project control

When budgets, tasks, resources, purchasing, services and financial information are managed separately, it is hard to know the real progress of a project and anticipate variances.

Without integrated management

Projects that are difficult to control

  • Budgets separate from execution.
  • Tasks and timelines in different tools.
  • Resources and inputs with no centralized planning.
  • Difficulty knowing costs and profitability.
  • Little visibility into project variances.
With TRILAY ERP+

Connected planning, operations and profitability

  • Budget integrated with actual costs.
  • Tasks, timelines, inputs and resources organized.
  • Tracking of multiple production processes.
  • Income, expenses and services centralized.
  • Control of gross and net profit.
Planning and execution

From the initial budget to day-to-day operations

Estimate resources before execution and organize the project's real work in the same environment.

Budget

Budget resources before execution

  • Services
  • Raw materials
  • Materials
  • Administrative inputs
  • Approximate costs
Tasks

Organize tasks, timelines and inputs

  • Timelines and owners
  • Human and material resources
  • Start and end dates
  • Planned vs. actual timelines
Portfolio

Manage multiple projects in parallel

  • Status, related center and customers
  • Short, medium or long term
  • Income, expenses and gross profit
  • Filter projects by status

Estimate the resources and costs needed before starting the project and build an economic baseline to later compare with actual expenses. Define activities, assign owners and resources, set dates and compare planned timelines with actual timelines to control execution.

One project, several customers

Multiple customers and service orders

The same project can involve different customers and contain multiple service orders, allowing each service to be organized and analyzed separately within a common structure.

  • Multiple customers within one project
  • One service order per customer
  • Separate analysis of each service
  • A common structure for the entire project
Production processes

Represent and control every production process

Within a single project, multiple production processes can be managed. Each process organizes its tasks, timelines, owners and resources, and can be analyzed through graphical representations.

Production process / Civil works — schedule
TaskCritical path
TaskWk 1Wk 2Wk 3Wk 4Wk 5Wk 6
Survey3 days · A. Ríos
100%
Design and estimate8 days · M. Sosa
critical
Material purchasing10 days · Purchasing
critical
Execution18 days · Crew A
in progress
Inspection and handover4 days · J. Paz
01

Gantt Chart

Visualize the duration and overlap of each task over time.

02

PERT Chart

Analyze relationships and dependencies between process activities.

03

Critical Path

Identify the task sequence that determines the project's total duration.

Native integration

Integrate the project with financial management

Each project can be linked to a Management Accounting center, concentrating its operational and financial transactions to analyze costs, income and profitability. This is not an external integration: it is part of the same ERP.

Internal project detail

All project information, organized in one place

Opening a project gives access to a detailed view. Tabs can be configured by company type.

DetailsIncomeExpensesPurchasingServicesGross ProfitNet Profit
01

Details

General description and a brief explanation of the project.

02

Income

Review the project's income, filtered by dates.

03

Expenses

Review the project's expenses, filtered by dates.

04

Purchasing

Track purchases and expenses linked to the project.

05

Services

Services the company provides to its customers within the project. Not to be confused with purchased services, which are recorded together with purchasing, expenses and documents.

06

Gross Profit

For a given period, shows income, expenses, the difference between them and the gross profit obtained.

07

Net Profit

Considers indirect costs, weighted based on the income of each business unit.

Financial control

Compare budgeted amounts with actual execution

Compare the initial budget with the project's actual expenses to identify variances, apply corrective controls and understand the final result. The comparison can be done during progress or at completion.

01

Budget vs. Actual

Estimated cost versus the expense actually incurred.

02

Variance detection

Differences between planned and executed amounts, by period.

03

Result by project

Income, expenses, gross and net profit by center and business unit.

Benefits

Why manage projects within the ERP

01

Comprehensive planning

Budget, tasks, resources and processes in one place.

02

Timelines under control

Tracking of planned and actual timelines.

03

Process control

Multiple production processes with Gantt, PERT and critical path.

04

Cost visibility

Comparison between budget and execution to detect variances.

05

Profitability analysis

Income, expenses, gross and net profit by project.

06

Centralized information

A single source for decisions based on operational and financial data.

Frequently asked questions

Frequently asked questions

Can multiple projects be managed in parallel?
Yes. It manages multiple projects at once, each with its status, customers, related center, dates, income, expenses and gross profit, and allows filtering by status.
Does it include Gantt charts, PERT and critical path?
Yes. Each production process can be analyzed with a Gantt chart, a PERT chart and the critical path visualization.
How does it integrate with accounting?
Each project can be linked to a Management Accounting center within the same ERP, concentrating its operational and financial transactions to analyze costs, income and profitability.
How is net profit calculated?
Net profit considers indirect costs, weighted based on the income of each business unit, in addition to the project's direct income and expenses.
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Related features

Control every project from start to finish with TRILAY ERP+

Request a demo and we will show you how project management connects planning, operations and profitability.