Project Management Module

Monitor project-level profitability with integrated accounting capabilities

Modules

Project Management Hero

Key Capabilities

Everything you need to master project management in one unified platform.

Track project completion

Track project completion A project serves as the single source of truth, consolidating all associated details like Tasks, Timesheets, Sales, and Purchases—into one place. ERPNext enhances transparency by enabling customers to access project updates through a portal view, reducing back-and-forth communication. Projects can also be interlinked and visualized in a tree view, offering a clear overview of how various projects and tasks are connected, streamlining management and improving coordination.

Track project completion

Track tasks, deadlines, owners

Track tasks, deadlines, owners In Projects, the gap between planning and execution can sometimes be significant. Foster accountability by assigning tasks to individuals with clear deliverables and planned completion dates. Easily track delayed tasks where deadlines have passed, ensuring timely follow-ups. Visualize task dependencies using the Gantt view to see how tasks are interconnected and evaluate the accuracy of planning. For quick updates, use the Kanban view with drag-and-drop functionality to adjust task statuses on the fly. Stay in control of your tasks—the foundation of real work—ensuring project success and seamless execution.

Track tasks, deadlines, owners

Map invoices, expenses and timesheets to projects

Map invoices, expenses and timesheets to projects With Timesheets, you can closely monitor the effort invested in Projects or Tasks, ensuring accountability and attaching evidence of work for transparency. Timesheets also provide valuable insights into activity-level profitability by tracking both cost and billing rates for each Activity. For employees who go above and beyond, you can reward their dedication by generating Additional Salary entries directly from their Timesheets.

Map invoices, expenses and timesheets to projects

Track project-level inventories and assets

Track project-level inventories and assets We understand how important it is to get a single view of your inventory, especially when your project locations are scattered in multiple locations. With ERPNext, you can tag each warehouse to reference your project location and track, move, and plan inventory better.

Track project-level inventories and assets

Let your customers see project progress

Let your customers see project progress The #1 rule of project management is to keep customers in the loop. Over-communicating and informing every progress and blockers to the sponsors of the project ensures no last-minute surprises and satisfied customers. However, with complex and siloed projects, this is hard to achieve. With ERPNext you can design yo own customer portal and give access to customers to view project progress as a website user.

Let your customers see project progress

Frequently Asked Questions

Common questions about the Project Management module.

Standard implementation takes 4-8 weeks depending on the complexity of your current processes and data migration requirements.

Yes, ERPNext features a robust REST API out of the box. We routinely integrate it with third-party tools such as Shopify, Stripe, and biometrics.

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