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Complete Project Control for Manufacturers and Distributors

GoldFinch ERP’s native Project Management tools help you plan, track, and deliver complex jobs—on time and on budget—while staying connected to operations, inventory, and finance.

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Project Work Is Complex. Your ERP Should Simplify It.

Mid-sized manufacturers and distributors often manage intricate, multi-phase projects—from custom builds and installations to internal capital initiatives and service contracts. But generic project tracking tools don’t connect with operations, inventory, or the GL. 

That’s where GoldFinch ERP comes in. 

Built on Salesforce and tailored for companies like yours, our Project Management capabilities are deeply integrated across your supply chain, financials, and field teams—so you can manage resources, track budgets, control costs, and drive margin—all in one place. 

Product Capabilities 

Project Setup & Configuration

Launch projects fast with templates and flexible structures 

Use templates to streamline recurring project setups
Support for fixed price, time & materials, and cost-plus jobs
Define phases, tasks, milestones, and cost categories 
Multi-currency, multi-ledger, and multi-entity support 
Link projects to customers, service jobs, or internal initiatives 

Resource Management

Right people, right projects, right time 

Assign resources based on role, skill, or capacity 
Monitor resource utilization across departments
Balance workloads and shift schedules dynamically 
Project-specific access controls 

Procurement & Inventory

Stay ahead of material needs and job site coordination 

Link purchase orders directly to project phases
Real-time inventory visibility across warehouses and sites
Coordinate just-in-time deliveries to avoid bottlenecks

Contract Management

Full control over customer and subcontractor agreements

Attach contracts and change orders to each project
Track prepayments and drawdowns
Ensure billing aligns with scope

Time Tracking & Expense Management 

Capture time and expenses where the work happens 

Mobile-friendly time entry for field or office 
Track billable vs. non-billable hours by task 
Multi-currency expense reports and policy enforcement 
Time approval workflows for project managers 

Project Billing & Revenue Recognition

Automate billing and comply with accounting standards 

Bill by milestone, % completion, or T&M 
Fixed fee billing schedules 
Deferred revenue recognition and GL integration    

Budgeting & Cost Control

Don’t just track costs—stay ahead of them 

Budget by project, phase, or category 
Real-time budget vs. actual dashboards 
Track labor, materials, subcontractor, and overhead costs 
Monitor margin and forecast profitability 

Task & Timeline Management 

Break work down and deliver on time

Create tasks with dependencies and deadlines 
Assign priorities, owners, and progress status 
Gantt chart view with percent complete tracking 

Analytics & Reporting 

Project insights that drive business decisions 

Project profitability dashboards
Work-in-progress (WIP) summaries 
Utilization and backlog analytics 
Exportable reports for finance, ops, and leadership 

Seamless Integrations 

Connected across your business and beyond 

Salesforce CRM for customer handoffs and pipeline visibility
Salesforce Field Service for technician assignments and dispatch 
Payroll integrations for labor tracking 
API access for custom extensions 

One ERP. Total Project Visibility.

GoldFinch ERP brings together projects, operations, finance, and inventory in one unified platform—built natively on Salesforce. You get: 

Real-time visibility from quote to cash 
No sync delays or bolt-on complexity 
Configurable workflows for any job type 
Enterprise-grade scalability for growing teams 

It’s more than project tracking—it’s ERP that understands how project work impacts your entire business. 

Simplify Your Tech Stack    

GoldFinch ERP’s Project Management works seamlessly with:  

Inventory, Purchasing, and MRP  
Accounting & Financial Reporting
Service & Installation Scheduling  
Customer Relationship Management (CRM)    

Extend your platform, unify your teams, and simplify your tech stack—with the power of Salesforce at the core. 

Deliver projects with confidence. 

From manufacturing to installation, get the tools your teams need to manage budgets, resources, and outcomes—all in one ERP.

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Built for Complexity. Backed by Experts. Powered by Salesforce.   

Built on Salesforce   
Trusted by mid-sized manufacturers, distributors, and service teams
Supports multi-entity, multi-location, and multi-project operations 
Implementation and support from GoldFinch industry experts   
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