SIX ProjectFlow®

SIX ProjectFlow is the project management part of SIX ERP. It connects project planning, tasks, teams, working time, budgets, costs, documents and milestones in one organized system. Project managers, employees and leadership work from the same current information on responsibilities, progress, deadlines and profitability.

Yes. Tasks can be created for almost any data entity in SIX ERP. A task can be connected to a customer, lead, opportunity, quotation, sales order, purchase order, item, manufacturing order, service request, employee, invoice, document, expense, asset, or project.

This means employees can see both the task and the business information that caused it.

No. A task can be part of a full project, but it can also be connected directly to another SIX record. For example, a salesperson can create a follow-up task for an opportunity, or a warehouse manager can create a task for an inventory discrepancy.

ProjectFlow can connect tasks, working time, documents, costs, and responsibilities with any SIX Flow. A project may begin with a customer opportunity in CustomerFlow, require products from StockFlow, create purchases in PurchaseFlow, involve production in ManufacturingFlow, use employees from PeopleFlow, and continue into invoicing through FinanceFlow.

Yes. Customer projects can include billable work, materials, purchases, milestones, and invoices. Internal projects can cover process improvements, compliance work, product development, IT changes, office moves, or other company initiatives.

Yes. Teams can begin with simple tasks, owners, priorities, and deadlines. More detailed projects can include phases, milestones, dependencies, budgets, timesheets, documents, costs, and billing.

A task can include a title, description, responsible employee, priority, start date, deadline, status, estimated effort, recorded time, related documents, comments, dependencies, and a connection to the relevant SIX ERP record.

Yes. Larger activities can be divided into smaller subtasks. This makes responsibilities clearer and helps teams track progress without treating a complex activity as one large task.

Yes. Dependencies can show which task must be completed before another task can begin. This helps project managers understand how a delay may affect later work and the final delivery date.

Yes. Kanban boards give teams a clear visual view of tasks by status, phase, employee, or another configured category. Employees can quickly see which tasks are planned, in progress, waiting, blocked, or completed.

Yes. Employees can record working time against the correct project, task, customer activity, service request, or other connected record. This provides better timesheets and more accurate labor-cost information.

Yes. Recorded time can be classified according to the company’s rules. This helps managers understand which hours can be invoiced and which hours are internal, administrative, or included in a fixed project price.

Yes. Approved working time, completed milestones, delivered services, materials, and expenses can support invoicing. The invoice remains connected to the project and the work that produced it.

Yes. Managers can review assigned work, deadlines, planned hours, recorded time, and availability. When ProjectFlow connects with PeopleFlow, employee schedules, attendance, leave, skills, and other workforce information can also support planning.

es. Specifications, agreements, drawings, meeting notes, approvals, reports, and other documents can remain connected to the project or task. Authorized employees can find the current information without searching through separate email chains.

Yes. Changed requirements, revised deadlines, additional costs, new tasks, and updated responsibilities can be recorded within the project. This preserves the original context and shows how the change affected delivery and profitability.

Yes. A risk is something that may happen, while an issue has already happened. Teams can record the risk or issue, its possible impact, the responsible owner, required actions, deadlines, and current status.

External participants can be included according to the access model configured for the project. They may receive selected tasks, documents, requests, or progress information without receiving access to unrelated company data.

Yes. Approvals can be added for project plans, budgets, documents, changes, completed work, timesheets, expenses, and billing milestones. The approval history shows who reviewed the information and when.

Yes. If a project requires materials or external services, the requirement can continue into PurchaseFlow. The purchase, supplier delivery, invoice, and cost can remain linked to the projec

Yes. When connected with StockFlow, required items can be checked, reserved, issued, returned, or transferred for project use. This gives the project manager a clearer view of material availability and actual consumption.

Yes. A project can include design, planning, purchasing, manufacturing, quality checks, delivery, and installation. Manufacturing orders and related costs can remain connected to the customer project.

Common project structures can be reused through configured phases, milestones, task groups, responsibilities, and workflows. This helps companies follow the same reliable process for similar projects.

Yes. The project record can preserve tasks, status changes, documents, comments, time records, purchases, materials, costs, approvals, invoices, and final results. This history supports customer service, management reviews, audits, and future planning.

Yes. Small teams can start with simple task and project management. They can later add budgets, time tracking, purchasing, inventory, invoicing, or other SIX Flows without moving the project information into another system.

ProjectFlow can support construction, engineering, software, consulting, manufacturing, installation, field service, product development, marketing, compliance, and internal transformation projects. Its value comes from adapting the project structure to the organization’s real work.

A separate project tool usually manages plans and tasks but may not contain current operational or financial information. SIX ProjectFlow connects project work with customers, employees, purchases, materials, production, service, expenses, invoices, and finance. This gives managers a more complete view of delivery and profitability.

ProjectFlow covers the whole project lifecycle in three connected stages: Plan and Structure, Execute and Collaborate, and Control and Complete. This runs from scope definition and planning through task execution, time recording and cost control to final completion.

You can record the project purpose, requirements, expected results and completion criteria. You can divide the project into phases, tasks and measurable milestones, set planned start and completion dates, and define task dependencies. You can also select the employees, departments or external partners involved, and set planned working hours, labor costs, materials, purchases and expenses as a financial baseline.

You assign tasks, owners, priorities and deadlines in one structured plan. When assigning responsibilities, you can consider employee availability, skills and expected workload. Every team member sees what must be completed, who is responsible and which activities need attention.

Working time, task completion and progress are captured as work happens. Timesheets are connected to the correct project and activity, so managers can compare planned effort with actual performance.

Project documents, specifications, agreements, notes and related records are stored in one organized project workspace. Authorized employees find current information there without searching separate systems or email chains.

You can record revised deadlines, changed requirements, blocked tasks and new responsibilities. ProjectFlow shows how one delay or decision affects later activities, so managers can respond before the whole schedule is disrupted.

ProjectFlow compares planned milestones, hours and costs with actual results. It helps you identify late tasks, excessive effort and budget deviations early enough for corrective action. Labor, purchasing, expenses and other project-related costs are brought together to show each project’s financial position.

Yes. ProjectFlow lets you confirm completed milestones, approved time and delivered work before financial processing begins. Verified project results connect with invoicing and finance to support accurate billing and reduce manual data entry.

You confirm final delivery, complete outstanding tasks and preserve documents, decisions, time records and financial results. This leaves a traceable project history for reporting, customer service, audits and future planning.

Project managers, employees, finance teams and leadership all work from the same project information. Authorized employees and managers get a complete and traceable view of each project from initial planning to completion.

Request a demo with a SIX specialist and describe your project process, so they can show how ProjectFlow fits it.

Yes. SIX ProjectFlow can be configured around customer projects, internal initiatives, installations, engineering work, software implementations and other project types. Each project can use its own phases, tasks, milestones, responsibilities, documents, budgets and completion requirements.

Project managers can monitor task statuses, milestones, deadlines, recorded working time, expenses and actual costs from one connected project record. Planned values can be compared with current results to identify delays, excessive effort and budget deviations early.

Yes. ProjectFlow can connect with CustomerFlow, PeopleFlow, PurchaseFlow, StockFlow, ManufacturingFlow, ServiceFlow, Expenses, Documents, Invoicing and Financial Management. This allows customer requirements, employee time, purchases, materials, costs, delivery and billing to remain connected throughout the project lifecycle.

Yes. SIX ProjectFlow brings together planned budgets and actual costs such as labor, purchases, materials and employee expenses. When connected with invoicing and finance, management can compare project revenue with total cost and understand profitability before and after completion.