Name
Lab: Managing Standard Projects in Epicor Financials
Date & Time
Thursday, May 21, 2026, 10:20 AM - 11:10 AM
Description

Streamline project accounting and financial tracking with Epicor’s Standard Projects functionality. In this interactive lab, you’ll learn how to set up and manage standard projects to ensure consistency, accuracy, and efficiency across your organization. Through guided exercises, gain practical experience in configuring project templates, assigning cost structures, and integrating with General Ledger for real-time visibility. In this lab, you will:

  • Create and configure standard project templates
  • Define cost structures and link them to financial accounts
  • Automate project setup for recurring or similar initiatives
Industry
Manufacturing
Areas of Interest Insights 2026
AI and Intelligent Systems, Workforce Efficiency, Data-Driven Decisions, Cloud Adoption, Security and Compliance, Financial Performance, Project Management
Solutions Insights 2026
Kinetic, Epicor Financials