Project Management

Manage your professional projects - from estimation to execution

Promentum's Project Management & Execution add-on for Uniconta extends the standard project functionality with powerful tools for quoting, planning and purchasing. The preliminary estimate is the starting point, after which you easily perform follow-up actions such as creating tasks, scheduling personnel and ordering subcontracted work or materials.

The integration with Entrust (Signhost) allows you to digitally sign quotations, tenders and other documents directly. This speeds up the quotation process and reduces the risk of errors.

Our addon

Key functionalities

  • Quotations directly from the project calculation
    Easily convert budget rules into quotation proposals for customers. All based on the existing project pre-calculation.

  • Automated Purchasing
    Create purchase orders for materials or subcontracted work directly from the estimate - fully traceable within the project.

  • Schedule Tasks and Staff
    Turn budget rules into tasks. Schedule deadlines, assign staff, record hours and manage rates - all linked to the original budget.

  • Full grip on costs and progress
    The integration of calculation, planning, purchasing and timekeeping means you maintain continuous insight into margins and progress of your project.

  • Efficient and error-free process
    Less manual work means less chance of errors. Workflow from a single source (the estimate) means you work faster and more consistently.

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How does it work?

  • Start your project pre-calculation in Uniconta
    Create a budget with the required materials, services and labor hours.

  • Generate quotes for customers
    Select relevant lines and have Uniconta automatically generate a quote - ready for digital signature through Entrust.

  • Create purchase orders
    For items you need to purchase or subcontract, generate a purchase order directly.

  • Plan work and assign tasks
    Convert rules to tasks, plan deadlines and assign staff. Link expected costs and revenues directly to this.

  • Monitor margins and progress
    During execution, stay in control thanks to real-time visibility into planned versus actual costs, hours and progress.

Ready to better manage your projects and deliver them faster?

Find out how to bring quotes, planning and execution together in Uniconta.