Managing long-term, complex projects can be a daunting task, especially when they span months or even years, involving numerous moving parts. Epicor Project Hub is here to transform how you handle these projects—offering a real-time, cloud-based solution that simplifies every aspect of project management. Here’s how Project Hub can benefit your business: 

Track Job Wins and Losses with Ease

In the competitive world of project management, understanding your win-to-loss ratio is crucial. Project Hub allows you to indicate which jobs have been won and which have been lost, providing valuable insights through the Job Won/Lost Report. This feature helps you evaluate your performance, understand the financial impact of lost jobs, and refine your strategies for future bids. 

Comprehensive Job Tracking

Once a job is awarded, Project Hub makes it easy to manage all necessary details. You can enter customer information, including contact, shipping, and payment details, and track the overall job status through the Job Summary page. This page provides a centralized view of financial information, job-related transactions, and all relevant documents, helping ensure you have everything you need at your fingertips.

Efficient Purchase Order Management

Project Hub supports various purchase order types to streamline communication with vendors and manage inventory effectively. Whether you need to reserve an order for future use, create hold-for-release POs to communicate your needs without authorizing shipment, or issue release POs to initiate deliveries, Project Hub has you covered. This flexibility lets you manage your supply chain efficiently while keeping your projects on track. 

Seamless Management of Customer-Owned Inventory

For projects that require managing customer-owned inventory, Project Hub offers a comprehensive solution. The Direct Through Stock process allows you to house customer materials in your warehouse and deliver them as needed. With this feature, you can meet customer demands promptly and manage inventory efficiently, enhancing customer satisfaction and driving project success.

Detailed Submittal Tracking

Before purchasing items for a project, you might need to send submittal documents to your customer for approval.  Project Hub allows you to track and manage these submittals, making it easy to meticulously record and approve all project details before proceeding. This feature also helps prevent errors while keeping all stakeholders on the same page.

Project Hub is designed to make your project management processes more efficient, organized, and profitable. By leveraging its powerful features, you can streamline your operations, improve communication, and ultimately deliver successful projects on time and within budget. Transform your project management with Project Hub and experience the benefits of a truly integrated solution. Talk to your account manager today.

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Cara Pingel
Principal Product Marketing Manager
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