ERPNext Projects
Track projects, tasks and the time spent on them, with costs and billing in the same system. Timesheets become invoices, and project costs come from the same purchases, expenses and payroll the rest of ERPNext records.
PROJ-0012 · Plant expansionProjects
Tasks34 tasks, 21 completed
OpenTimesheets186 billable hours logged
SubmittedPurchase costsMaterial booked against the project
To BillSales InvoiceMilestone 2 billed from timesheets
PaidProject profitabilityRevenue against cost, to date
LiveTime, purchases and billing land on the same project, so profitability is known before it ends.
DocumentsProject · Task · Timesheet · Sales Invoice
ReportsProject summary · Timesheet billing summary · Project profitability
Works withAccounting · Selling · Buying · HR
Inside ERPNext Projects
Projects and tasks
Projects broken into tasks, with dependencies, deadlines and progress.
Templates
Project templates that create the same set of tasks for similar work.
Timesheets
Time recorded against tasks and activity types, with costing and billing rates.
Billing
Sales invoices created from billable timesheets.
Costing
Project costs from timesheets, expense claims and purchases, compared with what was billed.
Views
List, Kanban and Gantt views of tasks.
How the documents flow
Each step is a document in ERPNext, linked to the one before it, so you can follow any transaction from start to finish.
Project
The work, the customer and the expected dates.Task
Each piece of work, with an owner and a deadline.Timesheet
Time spent, at costing and billing rates.Sales Invoice
Billable time invoiced to the customer.
Common problems it solves
Time tracked outside the system
Timesheets are recorded against tasks, so time is not lost between tools.
Profitability known only at the end
Costs and billing accumulate on the project as work happens.
Deadlines slip unnoticed
Tasks have owners and dates, and overdue work is visible.
Configure, customize, integrate, automate
Standard ERPNext first; custom work only where it earns its place.
Configure
Project templates, activity types, and costing and billing rates.
Running projects outside your ERP?
Tell us how you plan, track and bill project work. We’ll show how ERPNext Projects fits.