How it Works

e2o – Engineer to Order for SAP Business One

Complete Planning, Control and Visibility for Project-Driven Companies

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Planning and Managing Projects with e2o

e2o allows you to define projects to meet your industry requirements. Here is an example of a step-by-step scenario to define a project in e2o:

Step 1 - Define Projects Using Templates

Step 1
Define Projects Using Templates

Easily create new projects from scratch or copy from templates or other projects. Copy prior hours, materials, planning constraints, billing-scheme and attachments. Easily adjust hours, materials, and prices as needed to quickly create an overall project budget.

Step 2 - Plan Projects with a Real-Time Gantt Chart

Step 2
Plan Projects with a Real-Time Gantt Chart

With one click, you can quickly view and plan your new project with a real-time interactive Gantt chart displaying all constraints and dependencies, combined with material requirements, labor, milestones, invoicing and delivery dates. Overlay your project plan with your departmental capacity to ensure you have resources available and a reliable “available-to-promise”.

Step 3 - Price Projects and Automatically Quote and Create Sales Orders

Step 3
Price Projects and Automatically Quote and Create Sales Orders

Quickly price and quote your projects using the extensive and flexible price lists within SAP Business One. You can also add an uplift margin to material and labor costs, or to the overall project cost. Using this estimate, you can generate a quote and create a sales order automatically.

Step 4 - Assign Tasks to Your Resources (IMAGE: Capacity Planning)

Step 4
Assign Tasks to Your Resources

Using an intuitive “drag and drop” planning screen you can easily and quickly allocate project activities to departments, sub-departments, machines and people, all fully customized to your organization. The result is clear and dependable insight into your resource utilization and a solid basis for creating work orders.

Step 5 - Manage Materials on a Project Basis

Step 5
Manage Materials on a Project Basis

Plan your material requirements on a project basis. Any project can include individual material components and pre-defined BOMs, all combined to create a project BOM which also can be adjusted for individual needs.

Step 6 - Record time and materials on projects, activities and jobs.

Step 6
Record time and materials on projects, activities and jobs.

Field-based staff are able to record time and book materials via the Time and Material (T&M) functions within e2o Employee Portal, this provides real-time access via browser or mobile devices. The working time shows up as ‘actual‘ man hours in the project budget which enables real-time insight into plan-vs-actual budget. Actual booked hours are also immediately displayed in the project Gantt chart.

Step 7 - Establish billing methods and prepare invoices

Step 7
Establish billing methods and prepare invoices

Users can create different billing schemes such as down payments and progress billing, based on the percentage of completion, project milestones, time or materials. Invoices can be tied to the completion of a project activity and milestone, or prompted on a specific date. All ensuring that your invoices are generated promptly to maximize your on-time collections.

Step 8 - Supervise and Control Project Finances

Step 8
Supervise and Control Project Finances

Every project has a screen for Budget vs. Actual and Work-in- Process which keeps track of any financial changes to a project.

e2o Product Brief PDF

e2o product brochure download

Download the e2o Product Brochure

This PDF brochure provides an overview of e2o including:

  • e2o features for project management
  • e2o benefits for project management
  • Step-by-step information on using e2o

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