One Screen, Every Insight

By:

AmplifyTech
2025-07-24

Managing complex projects shouldn’t require endless clicks and scattered spreadsheets. That’s why AmplifyTech, in partnership with Acumatica, helps project managers and finance leads streamline how they see and act on project data—all in one place.

Your Project, Your View

One of the most powerful features of Acumatica’s project management module is the customizable project dashboard. Whether you’re managing five projects or fifty, users can personalize what they see based on what matters most to them.

Instead of jumping between screens to check revenue, costs, commitments, or change orders, everything is available in one unified view. With just a few clicks, you can:

  • Drill into any specific project
  • View real-time budget vs. actuals
  • Monitor change orders and commitments
  • Review pro forma invoices
  • Trigger progress billing workflows

No toggling. No guesswork. Just a full picture of your project—start to finish.

Every project is different, and so is how you bill for it. Acumatica gives you flexibility to structure your project based on:

  • Fixed Bid Contracts
  • Cost-Plus Models
  • Progress Billing Schedules

If your project is set up for progress billing, for example, you can generate and send pro forma invoices right from your project dashboard. Add integrations like DocuSign for instant client approvals, and once signed, convert them into final invoices and send them with just a few clicks.

When your data lives in one place—and is always up to date—your teams can work faster and smarter. Project managers stay in control. Finance teams stay informed. Clients stay happy.

At AmplifyTech, we help our clients get more from their ERP by configuring Acumatica to fit the way you actually work—not the other way around.

Curious how this could streamline your project workflows? Let’s chat about how AmplifyTech can help you amplify visibility and decision-making—one screen at a time.

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