Epicor Kinetic Project Management
Epicor Kinetic confirms 17 of the 22 project management capabilities we track, with a further 3 partially covered. Its deepest coverage is in Execution & Tracking; it is thinnest on Reporting & Billing.
Epicor Kinetic provides solid project management functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
- 17of 22
- Capabilities confirmed
- 45
- Documented features
- Execution & Tracking
- Strongest area
- Reporting & Billing
- Thinnest area
How Epicor Kinetic scores against the 22 project management capabilities we track across every ERP in our catalogue.
- Execution & Tracking7 of 7
- Planning5 of 7
- Reporting & Billing5 of 8
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Epicor Kinetic lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
The project management scope Epicor Kinetic ships, grouped as the product itself organises it.
Project Planning and Execution3
Supports project managers in planning and executing work with a consolidated, high-level view of progress across all phases. Covers projects ranging from simple engagements to multilevel programs.
- High-level project overviewGives managers a consolidated snapshot of project status and progress in a few clicks.
- Multilevel phase managementOrganizes and tracks projects that are broken into multiple nested phases.
Will Epicor Kinetic meet your project planning and execution needs? Build your requirements and perform a full analysis.
Build my requirements →Automated Revenue Recognition3
Automates revenue recognition calculations through a dedicated workbench, reducing manual effort. Costs and revenue can be reviewed at the work-breakdown-structure or company level across multiple projects simultaneously.
- Revenue Recognition WorkbenchCentralizes revenue recognition calculations to cut down on manual data entry.
- WBS/company-level cost and revenue viewDisplays cost and revenue figures at the work-breakdown-structure or company level across several projects at once.
Will Epicor Kinetic meet your automated revenue recognition needs? Build your requirements and perform a full analysis.
Build my requirements →Project Performance Analytics3
Delivers configurable charts and live dashboards on the Kinetic homepage so teams can monitor key indicators and measure project performance in real time.
- Live project dashboardsDisplays customizable, live dashboards and charts on the homepage for tracking project indicators.
- Real-time performance analysisMeasures project progress and performance continuously as work happens.
Will Epicor Kinetic meet your project performance analytics needs? Build your requirements and perform a full analysis.
Build my requirements →Financial Management Integration4
Connects project management to core financial processes, including the general ledger, accounts payable/receivable, sales and purchase orders, contracts, resourcing, and payroll.
- GL/AP/AR integrationLinks project data directly to the general ledger and accounts payable/receivable.
- Sales/purchase order linkingTies sales and purchase orders to their related projects.
- Time/expense management and payroll integrationConnects time and expense entries to payroll processing for project labor costs.
Will Epicor Kinetic meet your financial management integration needs? Build your requirements and perform a full analysis.
Build my requirements →Project Billing3
Generates project invoices based on progress, milestones, or custom-defined stages, supporting varied billing arrangements.
- Milestone-based invoicingGenerates invoices automatically when defined project milestones are reached.
- Progress-based invoicingCreates invoices based on measured project progress or completion percentage.
Will Epicor Kinetic meet your project billing needs? Build your requirements and perform a full analysis.
Build my requirements →Resource Management3
Allocates people, contractors, equipment, and machinery to projects, factoring in calendars and required capabilities.
- Employee/contractor allocationAssigns employees and contractors to project work based on availability and skills.
- Equipment and machinery schedulingSchedules equipment and machinery for use across project tasks.
Will Epicor Kinetic meet your resource management needs? Build your requirements and perform a full analysis.
Build my requirements →Advanced Project Accounting9
Manages the full financial lifecycle of a project, including cost tracking, time-phased budgets and forecasts, automated accruals, and a dedicated project ledger. Also covers project-related supply chain activity, auditable adjustments, and multiple revenue recognition methods.
- Detailed cost tracking and managementTracks project costs in detail as they are incurred.
- Time-phased budgeting and forecastingBuilds budgets and forecasts that are spread across project time periods.
- Automated accruals for costs and revenueAutomatically posts accruals for project costs and revenue.
- Project supply chain managementManages supply chain activity tied to specific projects.
- Comprehensive project ledgerMaintains a dedicated ledger recording all project financial transactions.
- Detailed cost tracking and managementTracks project costs in detail as they are incurred.
- Time-phased budgeting and forecastingBuilds budgets and forecasts that are spread across project time periods.
- Automated accruals for costs and revenueAutomatically posts accruals for project costs and revenue.
- Project supply chain managementManages supply chain activity tied to specific projects.
- Comprehensive project ledgerMaintains a dedicated ledger recording all project financial transactions.
- Auditable project adjustmentsRecords project financial adjustments with a full audit trail.
- Flexible revenue recognition methodsSupports multiple methods for recognizing project revenue.
- Early margin pressure identificationFlags projects showing early signs of margin erosion.
Will Epicor Kinetic meet your advanced project accounting needs? Build your requirements and perform a full analysis.
Build my requirements →Contract Management7
Manages the commercial relationship with customers, supporting adaptable contract setup, several billing models, claims handling, and tracking of revisions and variations. Supports multi-currency contracts and milestone-based deliverables.
- Flexible contract creation and managementCreates and manages customer contracts with flexible terms.
- Multiple billing types under one contractCombines several billing types within a single contract.
- Efficient contract claims processingProcesses claims raised against active contracts.
- Revision and variation managementTracks contract revisions and variations over the life of an agreement.
- Multi-currency contract supportSupports contracts denominated in multiple currencies.
- Flexible contract creation and managementCreates and manages customer contracts with flexible terms.
- Multiple billing types under one contractCombines several billing types within a single contract.
- Efficient contract claims processingProcesses claims raised against active contracts.
- Revision and variation managementTracks contract revisions and variations over the life of an agreement.
- Multi-currency contract supportSupports contracts denominated in multiple currencies.
- Deliverables and milestone managementTracks contract deliverables and milestones through to completion.
Will Epicor Kinetic meet your contract management needs? Build your requirements and perform a full analysis.
Build my requirements →Subcontract Management4
Manages subcontractor arrangements at scale, linking progress-based subcontracts to specific projects and handling subcontractor payment applications and revisions.
- Progress-based subcontract setup linked to projectsSets up progress-based subcontracts tied to a specific project.
- Subcontractor applications for paymentProcesses subcontractor applications for payment.
- Subcontract revision and variation controlTracks revisions and variations made to subcontract agreements.
Will Epicor Kinetic meet your subcontract management needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities6
- Vendor rate and margin optimizationApplies special vendor rates to help improve project margins.
- Bi-directional MS Project synchronizationKeeps resource schedules in sync between Kinetic and Microsoft Project in both directions.
- MS Teams stakeholder collaborationConnects project updates with Microsoft Teams to keep stakeholders informed.
Will Epicor Kinetic meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →The Epicor Kinetic Evaluation Kit
An independent assessment of Epicor Kinetic — strengths, gaps and real pricing — plus a requirements template you can score its project management against alongside every other system on your shortlist.
Epicor Kinetic Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Epicor Kinetic independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 22 project management capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Epicor Kinetic Evaluation Kit
Epicor Kinetic add-ons & integrations
Extend Epicor Kinetic with best-of-breed software that integrates with it:
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Project Management coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  |  |  |
|---|---|---|---|---|
| Execution & Tracking | 7/7 | 2+2/7 | 5+1/7 | 2+3/7 |
| Planning | 5+1/7 | 4+1/7 | 4/7 | 5+2/7 |
| Reporting & Billing | 5+2/8 | 0+3/8 | 4+2/8 | 4+2/8 |
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Project Management — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
| ★★★ strong | Midsize companies or subsidiaries needing cloud-first SAP | $120/user/mo | 4–8 months | |
 | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Service companies and nonprofits needing deep financial management | Custom | 3–6 months | |
| ★★★ strong | Asset-intensive industries needing ERP, EAM, and field service in one platform | $100/user/mo | 6–14 months | |
 | ★★★ strong | People-centric organisations needing unified HR + finance | Custom | 6–12 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months |
Evaluating project management on Epicor Kinetic
What to put in front of the vendor before you commit.
- 1Project accounting depth (WIP, revenue recognition)
- 2Resource planning and skill-based allocation
- 3Time and expense capture (mobile, web)
- 4Integration with financial management
- 5Support for your billing models (T&M, fixed price, milestone)
Epicor Kinetic starts at $100/user/mo with a typical total cost of $100K–$500K and a 5–10 months implementation.
Full Epicor Kinetic pricing breakdown →Need help evaluating Epicor Kinetic project management?
Tell us what you need it to do and we'll help you work out whether Epicor Kinetic is the right fit — and which partners have done it before.
Epicor Kinetic Project Management FAQ
Does Epicor Kinetic have a project accounting module?
Yes — Kinetic includes project management and advanced project accounting covering planning, resource allocation, time-phased budgets, and a dedicated project ledger. It's rated moderate rather than strong, reflecting Kinetic's manufacturing-first design: projects work well for job costing but is lighter than PSA platforms built for services firms.
Can Epicor Kinetic bill customers on project milestones or phases?
Kinetic's project module supports multilevel phases, contract and subcontract management, and multiple revenue recognition methods, so milestone and phase-based billing is handled natively. It's built around manufacturing project structures — job shops and ETO manufacturers billing by phase are the primary use case.
Does Kinetic track project costs against a budget in real time?
Yes — Advanced Project Accounting maintains time-phased budgets and forecasts alongside automated accruals and a project-specific ledger, so cost tracking runs against budget throughout the job rather than only at close, integrated with Kinetic's core financials.
Is Epicor Kinetic's project management good enough for a services business?
It can work for services attached to manufacturing, but Kinetic's project capability is rated moderate and designed around job-based manufacturing costing rather than pure professional-services delivery. Services firms with complex resourcing often evaluate a dedicated PSA product alongside or instead of Kinetic.
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