Rootstock’s Cloud ERP software for Project Manufacturers enables the Engineering, Sales, Operations, Procurement, Materials, Planning and Production Departments to efficiently manage all aspects of the Supply Chain.

An important consideration in a project control environment is the tracking and planning of Items for specific projects versus ‘non-project’ inventory. An item can be purchased, manufactured or stocked by a specific project or ‘across projects’ (i.e. ‘company planned for global use’). Those items that are bought, stocked or manufactured for a specific project are classified as ‘project specific’ (versus ‘home project’). This designation of home project versus specific project allows a Project manufacturing company to control those selected items on a ‘project specific basis’, yet allows for planning and cost at a divisional basis for those parts that are designated as ‘common’ (i.e. home) inventory. If a project uses this common inventory, then the project’s cost are incurred at the point of issuance to the work order. Projects are defined at the beginning of the life cycle of a contract or project. The planning, costing, and inventory tracking can be accomplished at an ‘item-project/contract’ basis so that visibility of projects can be maintained. If average cost is enabled, then the ‘moving weighted average’ cost is maintained at an item-project basis. If standard cost is enabled, then the standard cost of a given item used on all Projects.. When the Project’s Budget at Completion (BAC) is set, the Actual Cost of Work Performed (ACWP) is updated ‘on line-real time’ so that comparisons of the actual to the estimate or budget can always be viewed in the project work bench.

The sales order management module of Rootstock also supports the various functions of Sales Order Entry, Allocation, Pick-Pack-Ship, Invoice and RMA – but it is also seamlessly integrated with the Salesforce CRM modules. Material Requirements Planning (MRP) has capabilities that are beneficial for those Project Manufacturing firms that manage their business by Contracts or Projects. MRP, which can be run for a given project, will use the high level project demands of a sales order line (or forecast) to drive the planning by project and stamp planned work orders, subcontract requisitions, and purchase requisitions with that project number. Full project traceability is maintained from requisition to ordering to receiving – and into inventory. The program manager in a Project Manufacturing environment can have complete visibility of project costs and project revenues. Full Lot and Serial traceability exists in purchasing receiving, inventory, work in process, shipment and field installation. The scheduling module of Rootstock provides a comprehensive set of priority rules which enables production control to easily manage the changing demands of the various contract ship dates.

With the Rootstock Cloud ERP modules, all of the departments of a Project Manufacturing company can now have complete visibility at a very granular level of all aspects of their operation and the infrastructure to more easily communicate and respond to events in a timely manner.