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Project-based ERP software helps streamline processes, reduce operational costs, and increase productivity. Another significant advantage is improved collaboration among team members.

Given the number of options available, selecting the right project-based ERP software can be challenging. With years of experience using various ERP systems across diverse and complex projects, I can provide valuable guidance to help you make the best choice.

Let me help you find the best software choices to solve your operational problems. Here are my picks of the top project-based ERP software.

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Best Project-Based ERP Software Summary

We’ve investigated the pricing and availability of free trials and demo versions so you can make a much simpler side-by-side comparison.

Tools Price
NetSuite Pricing upon request
IFS Cloud Pricing upon request
CMap Pricing upon request
Unit4 Pricing upon request
Unanet Pricing upon request
CMiC Pricing upon request
Jamis Prime ERP Pricing upon request
Penta Technologies Pricing upon request
Deltek Vision Pricing upon request
Access Coins ERP Pricing upon request
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How to Choose Project-Based ERP Software

Remember the following points as you work through your unique software selection process.

  • Functional Requirements: Project-based businesses have unique requirements that standard ERP systems may not meet. When evaluating an ERP system, ensure it offers project-specific features like cost capture through project structures and revenue recognition based on project completion, milestones, or progress billing.
  • Industry-Specific Needs: Different industries have specialized needs that a generic ERP system may need to meet. When selecting an ERP system, ensure it can support all business needs, including document management, planning, and scheduling. 
  • Integration Capabilities: Many businesses use multiple applications, so the ERP software should connect with them to prevent data isolation. Look for ERP systems that use standard interfaces like REST and SOAP APIs and support CSV file import and export. This ensures that essential business processes remain consistent.
  • Cost and ROI: The cost of ERP software can vary widely depending on the vendor, the number of modules required, and whether it's cloud-based or on-premises. Consider all expenses, such as licensing fees, annual maintenance, testing, training, and implementation support. Evaluate the long-term return on investment (ROI) by examining payback over five to seven years. 
  • Vendor Reputation and Support: When choosing the best ERP vendor, reputation and support quality are essential considerations. Research the vendor's industry experience, implementation partners, and customer feedback. Evaluate the level of post-implementation support, such as the availability of 24x7 assistance for critical issues.

Best Project-Based ERP Software Reviews

Here’s my in-depth review and analysis of the best project-based ERP software. Below, I’ll discuss each tool’s pros and cons, features, and functionality to help you understand their suitability for your projects.

Best for project budgeting

  • Free demo available
  • Pricing upon request
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Rating: 4/5

NetSuite is a cloud-based enterprise resource planning (ERP) platform offering a comprehensive suite of applications designed to manage various business functions such as finance, customer relationship management (CRM), human resources, and e-commerce. 

Why I Picked NetSuite:

I like that NetSuite has a robust accounting and financial management module that covers everything from general ledger, accounts payable and receivable, budgeting, forecasting, and accurate financial reporting. When it comes to project-based businesses, its budgeting and forecasting feature is especially useful to ensure that projects align with overall financial goals.

Standout features and integrations:

Features include a CRM, project dashboards, scheduling and planning, marketing tools, global business management, inventory management, invoicing, billing, and professional services automation (PSA).

Integrations include Shopify, BigCommerce, Adobe Commerce, WooCommerce, Amazon Seller Central, Amazon Vendor Central, eBay, Walmart, Salesforce, and ShipStation.

Pros and cons

Pros:

  • Highly customizable with various modules
  • Scalable for businesses of all sizes
  • Real-time data visibility

Cons:

  • Extensive features can be overwhelming
  • Customizations come with added expenses

Best for integrated asset and lifecycle management

  • Free demo available
  • Pricing upon request

IFS Cloud offers ERP solutions tailored for industries needing integrated asset and project lifecycle management. These solutions combine project and asset management for efficient coordination and control.

Why I Picked IFS Cloud:

I chose IFS Cloud for its strong asset and project lifecycle management integration, which stands out in the ERP market. IFS Cloud provides a unified platform that addresses project and asset management needs, making it ideal for industries with complex project requirements.

Standout features and integrations:

Features include real-time project tracking, asset performance management, and complete financial controls. This makes it ideal for industries with complex project requirements.

Integrations include Microsoft Azure, AWS, Salesforce, Oracle, SAP, IBM Maximo, Google Cloud, ServiceNow, Microsoft Dynamics, and Tableau.

Pros and cons

Pros:

  • Strong financial controls
  • Real-time project tracking
  • Complete asset management

Cons:

  • Requires customization
  • Complex setup

Best for integrated engineering project management

  • Pricing upon request

CMap is designed specifically for architects and engineers, offering complete project management tools. It integrates project planning, resource allocation, and financial management to simplify processes and improve efficiency.

Why I Picked CMap:

I chose CMap for its specialized focus on the architecture and engineering sectors. Its tailored key features make it the best choice for integrated project management. CMap's ability to provide complete visibility over projects, business operations, and cash flow is particularly beneficial for architects and engineers.

Standout features and integrations:

Features include customizable reports and dashboards, and intuitive budgeting tools. It also includes live data integration for predicting future demand.

Integrations include MS Dynamics GP, Sage, Xero, QuickBooks, Tableau, Atvero, and Excel.

Pros and cons

Pros:

  • Customizable dashboards
  • Intuitive budgeting tools
  • Tailored for the AEC industry

Cons:

  • Requires Microsoft 365
  • Limited to specific industries

Best for people-centric organizations

  • Pricing upon request

Unit4 offers a cloud-based ERP solution to enhance productivity and collaboration within people-centric organizations. It is best for organizations needing adaptable ERP solutions to improve productivity and collaboration while moderating spending.

Why I Picked Unit4:

I chose Unit4 because of its focus on people-centric organizations and its adaptability to diverse business needs. Unit4 is ideal for people-centric organizations as it equips employees with tools to enhance productivity and drive growth.

Standout features and integrations:

Features include financial management, project management, procurement management, core HR management, and payroll management. The software leverages AI-powered capabilities for enhanced financial management, project control, procurement, reporting, forecasting, and payroll.

Integrations include Microsoft Office, Salesforce, SAP, Oracle, Google Workspace, Slack, Trello, and Jira.

Pros and cons

Pros:

  • Complete feature set
  • Adaptable to various industries
  • People-centric design

Cons:

  • Limited customization options
  • May require extensive training

Best for DCAA compliance

  • Pricing upon request

Unanet offers project-based ERP and CRM solutions tailored for government contractors, architecture, engineering, and construction firms. It is best for government contractors requiring DCAA compliance due to its built-in features that ensure adherence to government regulations.

Why I Picked Unanet:

I chose Unanet for its strong compliance features specifically designed for government contractors. Unanet stands out for its complete DCAA compliance tools, which are important for contractors working on government projects. This makes it the best choice for ensuring regulatory adherence while managing projects efficiently.

Standout features and integrations:

Features include real-time visibility into projects, contracts, and resources. Business functions also include built-in DCAA compliance, strong financial management, and analytics tools.

Integrations include Paylocity, ADP, Oracle, BambooHR, Microsoft Teams, Box, UKG, Paycom, Gusto, Paychex, Proliant, TriNet, and GovConPay.

Pros and cons

Pros:

  • Strong financial management
  • Real-time project visibility
  • Built-in DCAA compliance

Cons:

  • Limited to specific industries
  • May require extensive training

Best for unified construction project controls

  • Free demo available
  • Pricing upon request

CMIC is project management software tailored for the construction industry. It provides a unified platform to manage project controls, including budgets, time, expenses, suppliers, and costs. It's ideal for construction firms needing simplified project controls as it integrates all management aspects into a single database for data consistency and improved stakeholder communication.

Why I Picked CMiC:

I chose CMiC because it has solid construction project control capabilities. Unlike other tools, CMiC uses a single database platform to prevent data conflicts and improve collaboration. It's ideal for construction firms needing unified project controls, simplifying management, and enhancing operational efficiency.

Standout features and integrations:

Features include change order management, subcontractor relationship management, cost, revenue, and budget management. It also has strong analytical reporting and mobile functionality for field teams.

Integrations include Oracle, Docusign, Procore, Salesforce, Bluebeam, PlanGrid, BIM 360, Microsoft Office, Viewpoint, and Tableau.

Pros and cons

Pros:

  • Strong analytical reporting
  • Single database platform
  • Complete project controls

Cons:

  • Limited to the construction industry
  • May require extensive training

Best for end-to-end government compliant accounting

  • Free demo available
  • Pricing upon request

Jamis Prime ERP is ideal for government contractors requiring end-to-end compliant accounting and integrated business software for federal contracts.

Why I Picked Jamis Prime ERP:

I chose Jamis Prime ERP for its strong compliance capabilities, which are important for government contractors. Its DCAA, CAS, and FAR compliance features stand out from other ERP solutions. It is best for government contractors because it offers specialized accounting and project management tools that meet stringent regulatory requirements.

Standout features and integrations:

Features include project accounting, job costing, dashboards, analytics, document management, advanced security, time and expense management. It also includes contract management and asset management.

Integrations include Microsoft Office, Salesforce, ADP, Paychex, Concur, Tableau, Power BI, and Slack.

Pros and cons

Pros:

  • Complete project accounting
  • Advanced security
  • DCAA compliant

Cons:

  • Limited to specific industries
  • Complex setup

Best for construction management

  • Pricing upon request

Penta Technologies offers complete construction management software and ERP solutions for construction companies. It integrates accounting, payroll, project management, job costing, customer and employee portals, enterprise content management, and business intelligence tools.

Why I Picked Penta Technologies:

I chose Penta Technologies for its integrated construction and service management approach. It stands out due to its suite of tools tailored specifically for contractors. Penta offers unified construction and service management, integrating various functionalities to ensure project execution and service delivery.

Standout features and integrations:

Features include construction accounting, project management, mobile construction software, and business intelligence tools. It provides a unified platform for managing all aspects of construction projects.

Integrations include Microsoft Office, XOi Technologies, REQUORDIT, Avalara, Concur Invoice, Oracle, SAP, QuickBooks, Viewpoint, and Bluebeam.

Pros and cons

Pros:

  • Strong mobile solutions
  • Integrated service management
  • Complete construction management

Cons:

  • Requires training for full utilization
  • Potentially complex for small contractors

Best for complete lifecycle management

  • Free trial available
  • Pricing upon request

Deltek Vision is a project-based ERP software designed for professional services firms. It provides complete lifecycle management to simplify project execution and improve performance.

Why I Picked Deltek Vision:

I chose Deltek Vision for its ability to manage the entire project lifecycle, from client relationship management to project execution to performance improvement. Its ability to integrate profitability, project, and resource planning data into one system stands out, making it ideal for project-based businesses.

Standout features and integrations:

Features include real-time information to make informed decisions, and tools for continuous project status monitoring. It also includes an integrated system for tracking financial, project, and resource planning data.

Integrations include Microsoft Office, Salesforce, QuickBooks, SAP Concur, Oracle, IBM, Google Workspace, Slack, Trello, and Jira.

Pros and cons

Pros:

  • Integrated financial and project planning
  • Real-time data access
  • Complete project lifecycle management

Cons:

  • Can be challenging to scale
  • Complex setup

Best for real-time construction data

  • Pricing upon request

Access Coins ERP is a complete construction-specific system for professionals needing real-time data and automated workflows. It ensures visibility throughout the construction lifecycle, aiding margin management, risk mitigation, and successful project delivery.

Why I Picked Access Coins ERP:

I chose Access Coins ERP for the list because of its construction-specific features and real-time data capabilities. These make it effective for managing complex projects with precision. Its automated workflows and real-time data make it ideal for construction professionals needing these features.

Standout features and integrations:

Features include project management, service management, financial management, supply chain management, and workforce management & payroll. This ensures control over construction projects from planning to execution.

Integrations include Microsoft Office, Oracle, SAP, Procore, Bluebeam, Autodesk, Viewpoint, Sage, and Primavera.

Pros and cons

Pros:

  • Complete project visibility
  • Automated workflows
  • Real-time data access

Cons:

  • Limited to the construction industry
  • May require extensive training

Other Project-Based ERP Software

Below is a list of additional project-based ERP software that we shortlisted but did not make it to the top list. It’s worth checking out!

  1. Kantata

    Best advanced professional services project and resource management

  2. SAP Business ByDesign

    Best for mid-market companies

  3. Xledger

    Best for automated project accounting

  4. Dynamics 365 Business Central

    Best for complete business management

  5. Epicor Kinetic Project Management

    Best for industry-specific solutions

  6. Adeaca

    Best for integrating ERP project controls

  7. Priority

    Best for scalable project management

  8. Acumatica

    Best for real-time project visibility

  9. Rootstock

    Best for manufacturing project management

Related Reviews

If you still haven’t found what you’re looking for here, check out these other tools that we’ve tested and evaluated:

Selection Criteria for Project-Based ERP Software

Choosing the right project-based ERP software depends on functionality tailored to business needs, and addressing key pain points. I offer insights into essential features and functionalities through firsthand trials and research.

Core Functionality (25% of total weighting score):

  • Project planning and scheduling
  • Budgeting and financial management
  • Resource management
  • Time tracking
  • Reporting and analytics

Additional Standout Features (25% of total weighting score):

  • Unique features identification
  • Examples of tools
  • Exploration and testing
  • Advanced project tracking for real-time 
  • Integrated financial management with strong reporting and forecasting

Usability (10% of total weighting score):

  • The balance between power and simplicity in interface design
  • Intuitive navigation and ease of use
  • Clear and organized data presentation
  • User-friendly with a minimal learning curve 
  • Aesthetic design that enhances user experience

Onboarding (10% of total weighting score): 

  • Availability of training videos for self-paced learning
  • Ready-to-use templates for quick setup and configuration
  • Interactive product tours or walkthroughs for hands-on learning
  • Access to chatbots or live chat for immediate assistance
  • Regular webinars for ongoing training and updates

Customer Support (10% of total weighting score):

  • Responsive and accessible support channels
  • Knowledgeable and helpful support staff
  • Timely response to inquiries and issues
  • complete online documentation and resources
  • Proactive updates and communication from the support team

Value For Money (10% of total weighting score):

  • Transparent pricing structure without hidden costs
  • Competitive pricing compared to similar solutions
  • Clear differentiation of features in each pricing tier
  • Flexibility in pricing plans to accommodate different business sizes
  • Cost-effectiveness is relative to the features and functionalities offered

Customer Reviews (10% of total weighting score):

  • Consistency in positive feedback across multiple platforms
  • Real-world use cases that align with business needs
  • Clear insights into customer support responsiveness
  • Constructive criticism and actionable feedback for improvement
  • Evidence of long-term satisfaction and value delivery

Here are some trends in project-based ERP software and their potential impact on small businesses and larger organizations. I analyzed numerous product updates and press releases to identify these key insights.

  • AI and Machine Learning Integration: AI and machine learning are increasingly integrated into ERP systems. These add-on technologies help automate tasks and provide predictive analytics. This trend is vital for improving decision-making and efficiency.
  • Cloud-Based Solutions: More ERP platforms are moving to the cloud, which offers scalability and remote access. This trend is essential for businesses with distributed teams.
  • Enhanced Data Security: Data security features are becoming more advanced. ERP systems now include strong encryption and multi-factor authentication. This trend is essential for protecting sensitive ecommerce business information.
  • Mobile Accessibility: ERP software is increasingly accessible via mobile devices. Mobile apps allow for real-time updates and on-the-go management. This trend is significant for improving flexibility and responsiveness.
  • Customizable Dashboards: Customizable dashboards are gaining popularity. They allow users to tailor their interface to specific needs. This trend is essential for enhancing user experience and productivity.

What Is Project-Based ERP Software?

Project-based ERP software is designed to manage and integrate project management within an organization. It is used by project managers, financial controllers, and operations managers to oversee planning, budgeting, resource allocation, and reporting. This ensures that projects are completed on time, within budget, and meet requirements. 

The software includes project planning, financial management, resource management, time tracking, and reporting modules. They provide a complete view of project status, economic health, and resource utilization for effective decision-making and control.

Features of Project-Based ERP Software

When selecting project-based ERP software, focus on features that support growth, efficiency, and employee satisfaction while streamlining and optimizing project management within an organization. Here are the most important features to consider.

  • Project Planning: Helps outline project tasks, timelines, and dependencies.
  • Financial Management: Manages budgets, expenses, and financial reporting.
  • Resource Management: Allocates and tracks resources effectively across projects.
  • Time Tracking: Records time spent on tasks for accurate billing and analysis.
  • Reporting: Provides complete reports on project status and performance.
  • Risk Management: Identifies and mitigates potential project risks.
  • Document Management: Organizes and stores project documents centrally.
  • Collaboration Tools: Enhances team communication and collaboration.
  • Integration Capabilities: Connects with other software systems for smoother data flow.
  • Customer Relationship Management (CRM): Manages client interactions and project communications.

Benefits Of Project-Based ERP Software

Project-based ERP software simplifies and optimizes project management by integrating business processes into a single system. Here are five primary benefits of project-based ERP software.

  • Enhanced Project Visibility: The software provides real-time insights into project progress, enabling better decision-making and proactive management.
  • Improved Resource Management: It efficiently allocates and utilizes resources, ensuring that the right resources are available at the right time.
  • Simplified Financial Management: Integrating financial data with project management ensures accurate budgeting, forecasting, and financial reporting.
  • Increased Collaboration: The software facilitates better communication and collaboration among team members, improving project outcomes.
  • Scalability and Flexibility: It can quickly adapt to the organization's changing needs, supporting growth and scalability.

Investing in project-based ERP software can significantly improve project management efficiency and effectiveness. It provides a unified platform to manage all project aspects, ensuring projects are completed on time, within budget, and to the desired quality standards.

Costs & Pricing Of Project-Based ERP Software

Understanding the pricing models and costs is important when selecting the right project-based ERP software. Below is a table summarizing the different plan types, their average prices, and the standard features included in each plan.

Plan Comparison Table For Project-Based ERP Software

Plan TypeAverage PriceCommon Features
Free Plan$0Basic functionalities, limited users, and community support
Basic Plan$50/user/monthCore ERP functionalities, limited customization, and standard support
Standard Plan$100/user/monthAdvanced ERP modules, moderate customization, and enhanced support
Premium Plan$200/user/monthFull ERP suite, extensive customization, premium support, and training
Enterprise PlanCustom pricingcomplete ERP solutions, full customization, dedicated support, and consulting
A breakdown of plan types, average price, and features for project-based ERP software

Each plan varies in functionality, customization, and support. Consider your business size, process complexity, and budget to choose the best fit for your needs and long-term goals.

Project-Based ERP Software FAQs

Here are some of the commonly asked questions about project-based ERP software.

How does project-based ERP software improve project management?

Project-based ERP software integrates various aspects of project management into one platform, providing real-time insights. In turn, it improves resource allocation, improves financial tracking, and simplifes communication among stakeholders.

Can project-based ERP software be customized to fit my business needs?

Yes, many project-based ERP solutions offer customizable modules and features that can be tailored to your specific business processes and requirements.

What are the deployment options for project-based ERP software?

Deployment options typically include cloud-based, on-premises, or hybrid models, allowing you to choose based on your company’s infrastructure and security needs.

How does project-based ERP software handle financial management?

Project-based ERP software manages budgets, expenses, and financial reporting, offering tools for accurate cost tracking, forecasting, and ensuring projects stay within economic constraints.

Is training available for new users of project-based ERP software?

Yes, most vendors provide training resources such as videos, webinars, interactive tours, and support documentation to help new users get up to speed.

How does project-based ERP software ensure data security?

To protect sensitive project data, it employs advanced security measures, such as encryption, user authentication, access controls, and regular security updates.

What is the role of AI in project-based ERP software?

AI can automate routine tasks, provide predictive analytics, and offer insights to improve project planning and resource allocation.

What are the common challenges when implementing project-based ERP software?

Challenges can include resistance to change, data migration issues, integration with existing systems, and ensuring user adoption.

Other ERP Software Options

If you still haven’t found what you’re looking for here, check out these other ERP solutions that we’ve tested and evaluated:

What’s Next?

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Simon Litt
By Simon Litt

Simon Litt is the editor of The CFO Club, specializing in covering a range of financial topics. His career has seen him focus on both personal and corporate finance for digital publications, public companies, and digital media brands across the globe.