Infor CloudSuite Project Management Module Overview
Infor CloudSuite's project management module handles planning and scheduling, resource management, progress tracking, stakeholder collaboration and reporting for project-driven organisations. It adds Gantt chart views, critical path analysis and budget-versus-actual cost tracking, and integrates with CloudSuite's other modules for time, expense and financial data.
Infor CloudSuite provides solid project management functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
- 6of 22
- Capabilities confirmed
- 38
- Documented features
- Planning
- Strongest area
- Reporting & Billing
- Thinnest area
Infor CloudSuite project management capability coverage
How Infor CloudSuite scores against the 22 project management capabilities we track across every ERP in our catalogue.
- Planning4 of 7
- Execution & Tracking2 of 7
- Reporting & Billing0 of 8
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Infor CloudSuite lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
What's in Infor CloudSuite project management
The project management scope Infor CloudSuite ships, grouped as the product itself organises it.
About Projects10
Covers project overviews, resources, tasks, details, and integration with Microsoft Project.
- Projects OverviewDistinguishes a project from a job as typically larger in scale and scope.
- Project DetailsDisplays a project's manager, type, start and end dates, email address, status, and customer.
- Project Resources OverviewAdds resources to a project and links them elsewhere in the system so material cost rolls into the project.
- Project Tasks OverviewAttaches specific tasks to a project so costs and progress can be tracked at the task level, whether or not a resource is attached.
- Microsoft Project IntegrationImports and exports project task data between the Windows client and a locally installed copy of Microsoft Project.
- Projects OverviewDistinguishes a project from a job as typically larger in scale and scope.
- Project DetailsDisplays a project's manager, type, start and end dates, email address, status, and customer.
- Project Resources OverviewAdds resources to a project and links them elsewhere in the system so material cost rolls into the project.
- Project Tasks OverviewAttaches specific tasks to a project so costs and progress can be tracked at the task level, whether or not a resource is attached.
- Microsoft Project IntegrationImports and exports project task data between the Windows client and a locally installed copy of Microsoft Project.
- Microsoft Project Online IntegrationPushes a project out to Microsoft Project Online, then imports published revisions into the SyteLine web client.
- Project DetailsSummarizes budget-versus-actual cost comparisons and analytical matrices for a project.
- DetailsCompares a project's allocated budget against actual cost and tracks percent-complete progress.
- Project AnalysisPresents clickable matrices summarizing specific project data in grid form.
Will Infor CloudSuite meet your about projects needs? Build your requirements and perform a full analysis.
Build my requirements →Cross-References4
Covers linking project resources to job orders and purchase orders, and removing those links when needed.
- Cross-Referencing a Project Resource to a Job OrderCreates a lookup-only link tying a project resource to a job order.
- Cross-Referencing a Project Resource to a Purchase OrderLinks a project resource to a purchase order line and reserves the resulting supply for that resource.
- Deleting or Updating a Project Resource Cross-ReferenceRemoves or changes an existing cross-reference between a project resource and its job order or purchase order, with a warning before unlinking.
Will Infor CloudSuite meet your cross-references needs? Build your requirements and perform a full analysis.
Build my requirements →Performance Obligation Events3
Covers creating and processing milestone events, including performance obligation thresholds tied to revenue recognition.
- Creating and Processing Project Milestone EventsCreates and manages notifications for project, task-completion, and performance obligation milestone events.
- How Performance Obligation Event Thresholds and Amounts are ProcessedShows how different performance-obligation event settings drive the calculated threshold and milestone amount values.
Will Infor CloudSuite meet your performance obligation events needs? Build your requirements and perform a full analysis.
Build my requirements →Microsoft Project Add-In18
Covers installing and using this Microsoft Project Add-In, which synchronizes project tasks and resources between Microsoft Project and SyteLine.
- RequirementsLists the Microsoft Project version, SyteLine version, and IDO web service required to use the add-in.
- Installing the toolWalks through copying and running the Project add-in installer on the client computer.
- Setting up the toolConfigures SyteLine's IDO web service endpoint through the add-in's setup form in Microsoft Project.
- Using the toolCovers day-to-day use of the Project add-in, syncing tasks and resources and entering the project header data SyteLine requires.
- Sync In, Sync Out, and Enable Auto Sync OutExplains the Sync In, Sync Out, and Auto Sync Out toolbar buttons the add-in adds to Microsoft Project.
- RequirementsLists the Microsoft Project version, SyteLine version, and IDO web service required to use the add-in.
- Installing the toolWalks through copying and running the Project add-in installer on the client computer.
- Setting up the toolConfigures SyteLine's IDO web service endpoint through the add-in's setup form in Microsoft Project.
- Using the toolCovers day-to-day use of the Project add-in, syncing tasks and resources and entering the project header data SyteLine requires.
- Sync In, Sync Out, and Enable Auto Sync OutExplains the Sync In, Sync Out, and Auto Sync Out toolbar buttons the add-in adds to Microsoft Project.
- Project items affected during synchronizationLists which Microsoft Project items, tasks and work resources, are affected by synchronization, flagging user-defined resources that get skipped.
- Project informationCollects the mandatory data needed to create a matching Project record in SyteLine.
- Assigning a resourceAssigns a material resource onto a Microsoft Project task, where it appears as a sub-task.
- Assigning work resourcesAssigns work resources, such as employees, users, or vendors, defined via Project Resource Type, to project tasks.
- Summary Task Information Resources tabLets a user assign an existing work resource to a summary task, which is added to SyteLine on the next sync.
- ExamplesWalks through worked examples of creating projects, tasks, and resources in Microsoft Project and syncing them into SyteLine.
- Creating a new project using Microsoft Project ClientWalks through creating a new project in SyteLine directly from the Microsoft Project client.
- Creating a new multiple project task with Microsoft Project ClientWalks through creating multiple project tasks in Microsoft Project and syncing them out to SyteLine at once.
- Creating a new single project task with Microsoft Project ClientWalks through creating and syncing a single new project task from Microsoft Project into SyteLine.
- Creating a new resource (material) with Microsoft Project ClientWalks through creating a material resource in Microsoft Project, which the add-in flags to distinguish from a task.
- Creating a new work resource with Microsoft Project ClientWalks through assigning a new work resource to a task using SyteLine's Work Resource screen in Microsoft Project.
- Assigning existing work resources to different tasks with Microsoft Project ClientWalks through reassigning an existing work resource to a different task from the Microsoft Project Resources tab.
Will Infor CloudSuite meet your microsoft project add-in needs? Build your requirements and perform a full analysis.
Build my requirements →New Product Development3
Manages the lifecycle of a new item from concept through production, combining material status controls with dedicated NPD codes and item settings.
- Setting Up NPD CodesSets up codes representing a project or category so new items can be tied to a specific development initiative.
- Defining NPD ItemsLinks an item to its development program on the dedicated NPD detail screen.
Will Infor CloudSuite meet your new product development needs? Build your requirements and perform a full analysis.
Build my requirements →Infor CloudSuite project planning and scheduling
Planning in CloudSuite Projects centres on a Gantt chart view built from tasks, dependencies and resource assignments, with automated tools layered on top to keep schedules and budgets aligned as a project runs.
Gantt chart scheduling
Detailed project plans and schedules are built from tasks, dependencies and resource assignments, with a Gantt chart view to visualise and monitor progress.
Critical path management
The module identifies the critical path through a project and lets planners adjust schedules accordingly as work progresses.
Budget-versus-actual tracking
Project budgets are set and compared against actual costs and projections, with automated tools helping manage timelines and milestones.
Cross-module integration
Project Management integrates with other Infor CloudSuite modules, so schedules, costs and resourcing draw on the same underlying data as finance and operations.
Infor CloudSuite project resource management
Resourcing decisions run off the same project data as scheduling: team skills, availability and workload feed directly into task assignment and utilisation reporting.
Team and skills management
Project team members are managed against their skills, availability and workload, giving planners a single view when staffing a project.
Skill-based task assignment
Resources are allocated and tasks assigned based on availability and skill set rather than a flat capacity figure.
Utilisation visibility
Resource utilisation is visible across projects, so managers can make informed staffing decisions instead of working project-by-project.
Time and expense integration
Integration with other CloudSuite modules extends resource management into employee time and expense capture.
Infor CloudSuite project tracking and reporting
Once a project is underway, CloudSuite surfaces progress through real-time status updates, risk and issue tracking, and dashboards that can be sliced by project, team member or client.
Real-time progress tracking
Project progress and performance update in real time, with risks, issues and changes tracked alongside the schedule.
Automated alerts
Automated alerts and notifications keep stakeholders informed of project status without manual chasing.
Configurable dashboards
Customisable dashboards and reports give real-time insight into project performance against budgets and timelines.
Multi-dimensional reporting
Project performance data can be viewed across dimensions such as project, team member and client, and exported for further analysis.
Collaboration tools in Infor CloudSuite projects
Beyond scheduling and tracking, the module gives project teams a shared place to communicate, share documents and route approvals.
Secure document sharing
Project information and documents can be shared securely with stakeholders outside the immediate project team.
Meeting and action-item management
Project meetings, minutes and action items are managed within the module rather than in separate tools.
Communication tool integration
The module integrates with communication tools such as email, chat and video conferencing so collaboration happens where teams already work.
Approval workflows
Automated workflows route project approvals and feedback, reducing manual follow-up on sign-offs.
The Infor CloudSuite Evaluation Kit
An independent assessment of Infor CloudSuite — strengths, gaps and real pricing — plus a requirements template you can score its project management against alongside every other system on your shortlist.
Infor CloudSuite Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Infor CloudSuite independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 22 project management capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Infor CloudSuite Evaluation Kit
Infor CloudSuite add-ons & integrations
Extend Infor CloudSuite with best-of-breed software that integrates with it:
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Infor CloudSuite project management vs the alternatives
Project Management coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  |  |  |  |  | |
|---|---|---|---|---|---|---|---|
| Planning | 4+1/7 | 5+1/7 | 4/7 | 4+2/7 | 1+2/7 | 5+2/7 | 3+1/7 |
| Execution & Tracking | 2+2/7 | 7/7 | 5+1/7 | 6/7 | 1/7 | 2+3/7 | 3+3/7 |
| Reporting & Billing | 0+3/8 | 5+2/8 | 4+2/8 | 5+3/8 | 1+3/8 | 4+2/8 | 3+1/8 |
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Project Management — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
| ★★★ strong | Midsize companies or subsidiaries needing cloud-first SAP | $120/user/mo | 4–8 months | |
| ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
| ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Service companies and nonprofits needing deep financial management | Custom | 3–6 months | |
| ★★★ strong | Asset-intensive industries needing ERP, EAM, and field service in one platform | $100/user/mo | 6–14 months | |
 | ★★★ strong | People-centric organisations needing unified HR + finance | Custom | 6–12 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months |
Evaluating project management on Infor CloudSuite
What to put in front of the vendor before you commit.
- 1Project accounting depth (WIP, revenue recognition)
- 2Resource planning and skill-based allocation
- 3Time and expense capture (mobile, web)
- 4Integration with financial management
- 5Support for your billing models (T&M, fixed price, milestone)
Infor CloudSuite starts at a custom quote with a typical total cost of $300K–$2M+ and a 9–18 months implementation.
Full Infor CloudSuite pricing breakdown →Need help evaluating Infor CloudSuite project management?
Tell us what you need it to do and we'll help you work out whether Infor CloudSuite is the right fit — and which partners have done it before.
Infor CloudSuite Project Management FAQ
Is project management a core CloudSuite strength, or a lighter capability?
It's lighter — project management is rated moderate and has a smaller capability footprint than CloudSuite's finance, manufacturing, or asset management modules. It covers standard project planning and tracking but isn't the reason large enterprises typically choose CloudSuite.
Does CloudSuite integrate with Microsoft Project for planning?
Yes — a Microsoft Project add-in is available, letting project planners work in a familiar Gantt-chart tool while data syncs back into CloudSuite's project records.
Can billing be triggered by contract performance obligations?
Yes — performance obligation events are tracked for project billing, which aligns with revenue recognition standards requiring billing tied to specific delivery milestones rather than arbitrary invoice dates.
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