Organizational Units
PENTA has been designed from the ground up to meet the needs of large firms with sophisticated requirements such as complex multi-company organization structures, diverse project management requirements, multiple locations, and international operations. A key requirement to meeting these needs is a foundation that supports an organization structure that grows and changes over time. In PENTA, this begins with the Organization Unit hierarchy.
PENTA’s Organization Unit hierarchy facilitates:
- Unlimited levels of business units within the corporate hierarchy
- Ability to roll up financial results using the parent/child hierarchy, but just as easily roll up similar business units across the hierarchy without having to hardcode reports
- Chart of accounts is set up one time, not once for each company and business unit
- As your corporate structure changes over time PENTA allows for insertion of new levels in the hierarchy or changing the relationships of the existing business units
- User security may be tied to any level in the hierarchy. For example, user ABC may be allowed to view activity in division 1 but not division 2 within company X
- Ability to define business rules by organization unit. Some examples include:
- Establish different overhead rates by company, division, department, etc.
- Authorize the use of specific data elements by business unit – e.g., work order status code “out to lunch” is valid for use in the Denver service department but not the Portland service department, or customer location #99 is valid for use for a subset of business units, but not all
- The approval workflow for a purchase order may differ between the engineering and construction business units
Customer Invoicing / Billing
PENTA contractor accounting software provides automated billing for lump sum, unit price, cost plus and time and material jobs. A single job can include one or all billing types. When using multiple jobs to manage a project internally, PENTA gives you the ability to easily roll jobs into a single customer invoice. PENTA offers many standard invoice layouts including formats for the AIA G702 / G703 documents.