Every project starts from scratch and the same tasks get retyped each time.
Project Templates create the tasks automatically, with dates calculated from each task's start day and duration, skipping holidays.
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Project and Task Management in ERPNext
Plan projects, track tasks, time and costs, and bill clients in one system with ERPNext Projects. Request a demo from Operion and start organizing today.
Project planning and setup from templaERPNext 16 · Operion Theme
Tasks, subtasks and dependenciesNo license fees
ERPNext · Projects
ERPNext Project Management Software: From Planning to Billing and Profitability
With ERPNext, project management goes beyond a task list and becomes a tool for driving performance and productivity. Whether you run an engineering firm, a marketing agency, a contracting business or a services company, ERPNext project management software gives you full visibility of every project from contract to delivery, in one system connected to selling, buying, stock, accounting and HR.
Start a project from a template or a sales order, break it into weighted tasks and subtasks with dependencies, and follow them in Gantt, Kanban and Calendar views. Your team logs hours in Timesheets against each task, so time turns into cost automatically and, when it is billable, into a customer invoice.
Every actual cost lands on the project: time, purchase invoices, materials issued from stock and expense claims, set against sales and billing, so you see gross margin as it happens. Operion, the official Frappe ERPNext partner in Egypt and Saudi Arabia, analyses how you work, implements project costing and timesheets, and trains your team.
Full visibility on every project
Tasks, schedules and percent complete in Gantt, Kanban and Calendar views.
Time captured accurately
Timesheets linked to tasks, with a timer that records start and end times for you.
Bill straight from hours
Turn billable hours into a Sales Invoice in a few clicks.
Live project profitability
Revenue against time, purchase, material and expense costs in one place.
Challenges & solutions
Project management problems ERPNext solves
If your projects live in spreadsheets and email threads, some of these will sound familiar.
You only learn where tasks stand by calling the team or waiting for a weekly report.
Each task's status and progress shows on the Kanban board and Gantt chart, and the Delayed Tasks Summary flags every slip.
Hours are logged on paper, or not at all, so the cost of effort disappears.
Timesheets are tied to the project, task and activity type, and time cost is calculated from each employee's costing rate.
Client billing runs late because collecting billable hours is manual work.
A Sales Invoice is created directly from submitted Timesheets, and billed hours and amounts update back on the Timesheet.
Budget overruns surface only after the books are closed.
A project-level Budget is checked when expenses are booked, and the system stops or warns according to your settings.
You can't tell whether a project is actually profitable until it ends.
The project form totals sales and billing against time, purchase, consumed material and expense costs, and calculates gross margin.
Capabilities
ERPNext project management features
Everything you need to plan, run, cost and bill projects, drawn the way it appears in the system.
01
Project planning and setup from templates
Start every project with a clear plan. Define scope, expected start and end dates, project type, priority and owning department, and link the project to the customer and sales order from day one. With Project Templates, recurring tasks are created automatically, with dates calculated from each task's start day and duration while skipping holidays.
- Task templates for each project type
- Project linked to customer and sales order
- % complete by manual entry, task completion, task progress or task weight
- Projects classified by type, priority and department
02
Tasks, subtasks and dependencies
Break the project into measurable tasks you can assign. Each task has a priority, expected dates and hours, an owner, progress and a weight in the project. ERPNext supports parent and child tasks, dependent tasks that cannot finish before their predecessors, milestones, and bulk assignment of tasks to the team.
- Unlimited parent and child tasks
- Dependencies that enforce task order
- Milestones to measure progress
- Link a task to a support Issue when needed
03
Gantt chart scheduling
The Gantt view shows how tasks follow each other based on their start and end dates and dependencies. Switch the range between quarter day, day, week and month, and drag a task along the timeline to update its dates directly, so the schedule stays current without retyping.
- Task sequence and dependencies at a glance
- Drag and drop to reschedule
- Task colours for quick recognition
- Day, week or month ranges
04
Kanban board and calendar view
Follow tasks as cards on a Kanban board grouped by status, and move a card between columns to update the task instantly. The Calendar view spreads tasks across working days, so everyone on the team knows what is due today and this week.
- Update status by dragging a card
- Custom column colours
- Calendar of planned tasks
- Filter by project or assignee
05
Time tracking with Timesheets
Capture employee time accurately in Timesheets that link hours to the project, task and activity type. ERPNext fetches each employee's costing and billing rate from Activity Cost and calculates time cost and billing amount. The Start Timer records start and end times without manual entry and alerts you when expected hours are exceeded.
- Costing and billing rates per employee and activity
- Timer that calculates hours for you
- Billable hours flagged per row
- Salary Slips can be based on Timesheets
06
Project billing and accounting
Turning effort into revenue gets easier. Create a Sales Invoice straight from a submitted Timesheet, fetch billable Timesheets into an invoice, or bill against the sales order and agreed milestones. The invoice is linked to the project and posts to the general ledger, and billed hours and amounts update back on the Timesheet.
- Invoice from Timesheets in a few clicks
- Bill by sales order or milestone
- Project tagged on the invoice for reporting
- E-invoices compliant with ETA and ZATCA
07
Project budgets that prevent overruns
Set a project budget by account from the start, and let ERPNext check it when expenses and purchase orders are booked. Choose to stop, warn or ignore when the budget is exceeded, and follow budget against actual in the Budget Variance Report, so financial decisions happen on time.
- Budget per project and account
- Stop or warn on overrun
- Checks on material requests, purchase orders and actuals
- Budget Variance Report
08
Purchasing and materials linked to the project
Link the project to purchase orders, receipts and purchase invoices at item level, so one document can buy for several projects. Issue materials from warehouses to the project with stock entries, and purchase and consumed material costs appear on the project form and in the Project Wise Stock Tracking report.
- Project set per purchase item
- Materials issued to the project
- Purchase and material cost on the project
- Employee expense claims booked to the project
09
Project costing and profitability
The project form gathers estimated and actual cost: time cost from Timesheets, purchase cost, consumed material and expense claims, against sales, billable and billed amounts. ERPNext calculates gross margin and its percentage, and the Profitability Analysis report shows income and expense for each project.
- Estimated against actual cost
- Gross margin as value and percentage
- Profitability Analysis by project
- Project as a dimension across financial reports
10
Progress, delays and collaboration
Track percent complete for every task and for the project as a whole, and catch late tasks with their delay in days in the Delayed Tasks Summary. Inside each project, exchange comments, attach documents and send Project Updates to stakeholders, while customers follow tasks through the portal without outside tools.
- Delay calculated per task
- Comments and attachments on the project
- Regular email updates to stakeholders
- Customer portal for project progress
How the work flows
The whole project cycle in one system
From the client contract to the profitability check, data flows between departments without re-entry.
- Sales order or contractSales order or contract
- Project from templateProject from template
- Tasks and assignmentsTasks and assignments
- Timesheets and materialsTimesheets and materials
- Client billingClient billing
- ProfitabilityProfitability
Reports & KPIs
Project reports and KPIs
Standard ERPNext reports that answer management's questions about time, cost and progress.
Project Summary
Status and dates of each project, with its count of tasks and timesheets.
Delayed Tasks Summary
Which tasks have passed their expected end date, and by how many days.
Daily Timesheet Summary
Where the team spent its hours over a period, by project and task.
Timesheet Billing Summary
Total hours against billable hours, billing rates and billed amounts.
Project Wise Stock Tracking
Purchased and issued material cost per project against project value.
Profitability Analysis by Project
Income, expense and gross profit or loss for each project.
Budget Variance Report
The approved project budget against actual spend.
Gross Margin on the Project
Sales and billable amounts minus total costs, as a value and a percentage.
Case studies
All case studiesSuccess stories from our clients
Real projects delivered by the Operion team and documented as case studies.
Why Operion
How Operion implements ERPNext Projects
A team of 10 Frappe School certified experts implements ERPNext with a clear method that starts from how you work.
1
Project and billing model analysis
We map your project types and billing model (hourly, milestone or fixed contract) and set up templates, activity types and activity costs.
2
Connected finance and e-invoicing
Projects are linked to selling, buying, stock and accounting, with e-invoicing localization for Egypt's ETA and Saudi ZATCA.
3
Customization and Frappe apps
We add the fields, reports and workflows your business needs, offer Smart Buildex for construction projects and the Smart Go mobile app for field teams.
4
Training, support and hosting
We train project managers and staff, and provide support and hosting on Frappe Cloud or on-premise.
Guide
Learn more in the official ERPNext documentation
Step-by-step documentation for the features on this page.
Related pages
Other industries
FAQ
Frequently asked questions
Didn’t find your answer? Our team replies within one business day.
What is good project management software for companies in Egypt and Saudi Arabia?
It depends on your needs, but ERPNext stands out because project management is tied directly to accounting, buying, stock and HR, so you don't need one tool for tasks and another for costs. Operion implements it with e-invoicing localization for Egypt and Saudi Arabia.
Does ERPNext have Gantt charts and Kanban boards for tasks?
Yes. The Task list offers a Gantt view that shows sequence and dependencies and lets you change dates by dragging, a Kanban view by task status and a Calendar view, alongside lists and reports.
How does ERPNext calculate the actual cost of a project?
The project collects time cost from Timesheets at each employee's costing rate per activity type, purchase invoice cost linked to the project, the cost of materials issued from stock and expense claims. From these it calculates gross margin against sales.
Can I invoice clients based on hours worked?
Yes. Once a Timesheet is submitted you can create a Sales Invoice from it, or fetch billable Timesheets into an invoice, and the billed hours and amounts are updated on the Timesheet automatically.
Can my client follow the progress of their project?
Yes. Customer contacts can be added as portal users to view the project's tasks and timesheets and comment on them, and Project Updates can be emailed to stakeholders.
How does ERPNext differ from traditional closed-source systems?
ERPNext is open source and flexible, and can be extended as needed without restrictions or costly licenses. Closed-source systems usually rely on fixed subscriptions and high development costs.
Can the system be customized to fit the way we work?
Yes. ERPNext can be customized with new fields, reports, permissions, workflows or new apps on the Frappe Framework. Operion's team tailors the system to your company's workflow.
How long does it take to implement ERPNext Projects?
It depends on the size of your organization and the modules required, but it typically takes 8 to 16 weeks, covering analysis, setup, data migration, training and go-live.
Ready to switch to ERPNext?
See how ERPNext can make your business more efficient and cut costs, with Operion beside you from analysis to go-live and support.
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