Projects
Plan project tasks and milestones, capture timesheets and expenses against them, and see real-time project profitability instead of waiting for month-end reports.
What this module covers
Task & milestone tracking
Gantt and kanban views with dependency management.
Timesheet capture
Billable and non-billable hours logged against tasks and projects.
Expense tracking
Project-level expense claims with approval workflows.
Revenue recognition
Percentage-of-completion or milestone billing methods.
Project profitability dashboard
Real-time budget vs. actual cost and margin tracking.
Resource allocation
See team capacity across active projects at a glance.
Why businesses choose Projects on ERPNext
Know profitability in real time
No waiting for month-end to see if a project is over budget.
Accurate client billing
Timesheets and expenses flow directly into invoices.
Better resource planning
Capacity view prevents over-committing your team.
Single source of project truth
Tasks, costs, and documents live in one place.
How we implement Projects
Project template design
Standard task templates are built for your typical engagement types.
Costing & billing rules
Billing method (time & material, fixed price, milestone) is configured per project type.
Team onboarding
Project managers and team members trained on timesheets and task updates.
Go-live with active projects
Existing in-flight projects are migrated with current status and budgets.
Frequently asked questions
Ready to put Projects to work?
Book a free consultation and we'll show you exactly how this module fits your current process.