Unanet ERP

By audience

Architecture

• Manage project budgets, schedules, and labor rates at the project, phase, and task level for accurate cost tracking
• Track time and expenses across design phases to monitor project profitability and resource utilization
• Prospect management tools connect business development efforts to awarded projects and client relationships
• Resource planning dashboards allocate architects and engineers across multiple concurrent projects
• Real-time project performance KPIs and variance reporting inform design and delivery decisions

Construction Management

• Unified project tracking from estimate through invoice, simplifying the transaction flow and reducing billing errors
• Budget versus actuals monitoring at granular project levels enables proactive cost control and variance management
• Time and expense automation accelerates billing cycles and improves cash flow for construction operations
• Resource allocation and utilization analytics optimize crew scheduling and labor productivity
• Compliance-oriented project controls and audit trails support construction industry standards and regulations

MEP Engineering

• Project-level accounting and cost tracking for MEP design and engineering deliverables
• Resource planning tools allocate MEP engineers across design phases and multiple concurrent projects
• Time tracking at task level captures billable hours for MEP design, coordination, and engineering services
• Real-time dashboards monitor MEP project budgets, schedules, and resource capacity
• Integration with accounting systems automates MEP project invoicing and financial reporting

Business Development

• Prospect management module tracks contacts, firms, and opportunities from initial outreach through project award
• Pipeline visibility and opportunity tracking support win/loss analysis and revenue forecasting
• Seamless handoff from business development to project execution upon contract award
• CRM integration with project data enables account-based growth strategies and client relationship management
• Proposal and opportunity management tools streamline the pre-sales process for AEC market leaders

Accounting & Finance

• Project-based accounting tracks costs at project, phase, and task levels for accurate financial reporting
• Automated time and expense posting accelerates accrual accounting and reduces manual journal entries
• Real-time financial dashboards and KPI reporting support cash flow management and profitability analysis
• AR automation tools streamline invoice tracking, delivery, and collections workflows
• Compliance-oriented financial controls and audit trails meet regulatory and contractual requirements

By phase

Concept & Planning

• Prospect management and opportunity tracking support business development during the pre-award phase
• Budget and schedule planning tools establish project baselines and labor/expense budgets
• Resource capacity planning ensures adequate staffing for concept and planning deliverables
• CRM integration connects client relationships and project history to inform planning decisions

Pre-Construction

• Project setup and budget definition establish cost controls and financial baselines
• Resource allocation and scheduling plan team assignments for pre-construction activities
• Time and expense tracking begins capturing billable hours and project costs
• Compliance and contract management tools enforce project controls and regulatory requirements

Construction

• Real-time project tracking monitors budget, schedule, and resource utilization against actuals
• Time and expense entry captures field labor, equipment, and material costs at the task level
• Variance reporting and KPI dashboards alert teams to budget overruns and schedule delays
• Automated invoicing and AR workflows accelerate billing and cash collection during construction
• Resource reallocation tools optimize crew scheduling and labor productivity in response to field conditions

Closeout & Operations

• Final project accounting and cost reconciliation ensure accurate project profitability reporting
• Automated accrual and invoice processing complete financial closeout workflows
• Project performance analytics and lessons-learned reporting inform future project delivery
• Client billing finalization and AR collection complete the project-to-cash cycle