How to Run Project Management With Budgets Connected to Your ERP
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
- Create the project through a form in Jestor, adding or removing fields to match your own process.
- Move projects across the Kanban, adding stages beyond the defaults where you need more granularity.
- Build the stage plan on the Gantt view, with a title, the parent project, and start and end dates.
- Add a checklist to each stage to track progress inside it.
- 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.
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 and see how to take your company's operations to a new level of efficiency and control.