Unit4 Enterprise Resource Planning
Project Management Software
Projects that stay on track, from start to invoice
Trusted by organizations that run on projects, not products
Project management built for how service-centric organizations actually work
Plan projects with data-driven insights
Kickstart new projects using proven templates instead of starting from scratch. Break contracts into workloads, set milestones, and structure projects flexibly for fixed-fee, time-and-materials, or hybrid models. Integration with HCM shows which team members have the skills you need and who's available. When project planning is intelligent, estimates become accurate and resources get allocated efficiently.
Key Features:
- Project templates based on performance data
- Flexible project structures for multiple billing models
- Milestone tracking and workload breakdown
- HCM integration showing skills and resource availability
Track project margins in real-time
See project margins as they happen, not when it's too late to fix them. Unit4 tracks costs and resources throughout the project lifecycle, comparing actuals to budget continuously. Time, expenses, and resource costs flow automatically into project P&L. When margin drops below threshold, you know immediately and can adjust scope, resources, or pricing. Project success becomes manageable instead of hoped-for.
Key Features:
- Real-time project P&L with budget vs. actual comparison
- Automated cost tracking from time, expenses, and resources
- Margin alerts when profitability falls below thresholds
- Portfolio view showing financial status across all projects
Bill accurately and recognize revenue faster
Generate invoice proposals automatically from timesheets, expenses, milestones, and fixed fees. Electronic invoicing speeds payment. Mark projects as revenue-recognizable and Unit4 handles the accounting automatically with full audit trails. No more manual calculations in Excel. No more revenue recognition errors that auditors flag. When billing is automated and compliant, cash comes in faster and closes happen smoother.
Key Features:
- Automatic invoice generation from time, expenses, and milestones
- Electronic invoicing for faster payment
- Automated revenue recognition with audit trails
- Compliance-ready billing processes
Manage global projects without the complexity
International projects spanning multiple legal entities, currencies, and teams create accounting nightmares in most systems. Unit4 handles it natively, multi-entity projects with intercompany billing, multi-currency contracts, and tailored workflows for complex environments. Track costs globally while maintaining billing accuracy and local compliance. When your projects cross borders, your project management should handle it seamlessly.
Key Features:
- Multi-entity projects with intercompany billing support
- Multi-currency contract and billing management
- Automated workflows for complex international projects
More key features & capabilities
Resource Utilization Tracking
See who's overbooked and who's underutilized. Optimize resource allocation to maximize billable hours and prevent burnout.
Mobile Time & Expense
Employees submit timesheets and expenses from mobile. Managers approve on the go. Billing happens faster.
Portfolio Visibility
View all projects in one screen. Track performance, profitability, and resource allocation across your entire portfolio.
CRM Integration
Project planning connects to CRM out-of-the-box. Pipeline to project to invoice in one integrated workflow.
Skills-Based Staffing
Match projects to people based on skills from HCM. Right expertise, right project, every time.
Multi-Currency Billing
Run contracts and billing in multiple currencies across legal entities, with intercompany billing handled natively.
Seamlessly connects with your tech ecosystem
Frequently asked questions
What is Unit4 Project Management and what does it include?
Unit4 Project Management is the project-centric module within Unit4 ERPx, covering project planning, budgeting, resource allocation, time and expense tracking, billing, revenue recognition, and profitability analysis. It handles the complete project lifecycle from creation to final invoice and close-down for professional services organizations.
The module integrates natively with Unit4 Financial Management, HCM, Payroll, and Procurement, eliminating reconciliation between project data and financial statements.
How does Unit4 help professional services firms improve project profitability?
Unit4 provides real-time visibility into project margins by tracking costs (time, expenses, resources) and comparing them to budget continuously. Margin alerts flag projects falling below profitability thresholds before they impact project outcomes. Integration with procurement improves margins by controlling project-related spending.
Resource utilization tracking shows who's overbooked and who's available, optimizing billable hours and preventing costly bench time.
Can Unit4 handle multi-entity and international projects?
Yes. Unit4 supports international projects spanning multiple legal entities with multi-currency contracts, intercompany billing, and global resource allocation. The platform handles the complexity of projects that involve teams from different subsidiaries, currencies, and compliance requirements.
This makes Unit4 ideal for global professional services firms with distributed teams and complex project structures.
How does Unit4 automate project billing and revenue recognition?
Unit4 automatically generates invoice proposals from approved timesheets, expenses, milestones, and fixed fees. Electronic invoicing speeds payment collection. For revenue recognition, finance teams can mark projects as recognizable and Unit4 handles the accounting automatically with full audit trails compliant with revenue recognition standards.
This eliminates manual Excel-based billing calculations and reduces revenue recognition errors that create audit findings.
How does Unit4 integrate project management with finance and HR?
Unit4 uses a single data architecture across projects, finance, and HR. Time tracked against projects flows automatically to payroll for employee compensation and to finance for project costing and client billing. Resource planning shows employee skills and availability from HCM data directly in project staffing.
Project costs post to the GL automatically, and project profitability appears in financial dashboards without manual reconciliation. This native integration is Unit4's core advantage over standalone project tools.
Enterprise-grade security built for your project data
Explore the full ERP platform
ERP
Finance, projects, procurement, payroll, and HR unified. One data foundation, one platform, zero reconciliation holding back your financial close.
Financial Management
From record to report without the runaround. Flexible GL, automated workflows, and real-time reporting that adapts to how service organizations work.
Procurement
Control spending before it happens. Automate requisition-to-payment with controls that prevent overspending without creating bureaucracy.
Core HR
Complete workforce data integrated with finance. Automate workforce data flows so finance stops reconciling HR data and starts forecasting accurately.
Payroll
Payroll costs visible in real-time. Posts directly to GL with correct coding. No exports, no imports, no reconciliation between payroll and finance.