Monitor project-level profitability with integrated accounting capabilities
Projects represent unique delivery commitments that must be fulfilled on time and to the customer’s exact expectations. In project-based delivery, it’s crucial to balance customization with standardized processes. Also, meticulous planning is required to ensure commercial viability as per the budgets.
ERPNext’s Project Management simplifies this by breaking down Projects into manageable milestones, which are further divided into assignable Tasks. Create new projects effortlessly using Project Templates, ensuring no standard task is overlooked. Link projects to sales and purchase transactions to track profitability and manage expenses within budget limits.
1.Track project completion
2.Track tasks, deadlines, owners
3.Map expenses and timesheets to projects
4.Track project-level inventories and assets
5.Let your customers see project progress
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.
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.
