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# How to Run Project Management With Budgets Connected to Your ERP
- URL: https://blog.jestor.com/project-management-budgets-erp/
- Published: 2026-09-17T22:25:27.000Z
- Updated: 2026-09-17T22:25:27.000Z
- Author: Bruno Bannach

**Project management with budgets connected to the ERP** keeps stages, deadlines, and expenses in one operational view while mirroring each cost as an accounts payable entry in the **ERP**. Project managers stop reporting spend; the spend reports itself.

## Why project spend is usually invisible until it hurts

Most project tools track tasks well and money badly. Finance sees the cost long after the decision that caused it.

- Expenses approved inside the project and recorded nowhere else
- Budget overruns visible only after invoices arrive
- No single view of which projects are open, delivered, or at risk
- Stage progress tracked in one tool and cost in another

## What the project view should contain

| Element        | What it gives you                                            |
| -------------- | ------------------------------------------------------------ |
| **Dashboard**  | Overall progress, spend, and projects open or completed      |
| **Kanban**     | Movement from briefing through execution, with custom stages |
| **Gantt**      | Stages per project, with start and end dates                 |
| **Checklists** | Progress inside each stage                                   |
| **Expenses**   | Costs mirrored into ERP accounts payable                     |

## How to configure it in Jestor

1. Create the project through a form in **Jestor**, adding or removing fields to match your own process.
2. Move projects across the **Kanban**, adding stages beyond the defaults where you need more granularity.
3. Build the stage plan on the **Gantt** view, with a title, the parent project, and start and end dates.
4. Add a checklist to each stage to track progress inside it.
5. Record expenses so they mirror into **Omie** as accounts payable entries.

## Why Jestor is the best complement to Omie for project operations

**Jestor** connects to **Omie** natively, so a project expense becomes a payable without an export, an import, or a middleware subscription. The **ERP** handles the payment; Jestor handles everything that happens before it.

Filters by phase, priority, creator, and date narrow the dashboard, chart, and indicators together, so a question about one slice of the portfolio does not require a separate report.

## Frequently Asked Questions

### Can I add my own project stages?

Yes. Stages are fully customizable on the board.

### Do expenses reach the ERP automatically?

Yes, mirrored as accounts payable. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Is there a Gantt view?

Yes, relating stages to each project with dates and checklists.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.