Service
Project management software
Most project businesses find out whether a job made money once it is finished. Running projects inside the ERP means the number is visible while there is still time to act on it.
At a glance
- Typical duration
- 4–10 weeks
- Engagement
- Fixed scope
- Platform
- ERPNext Projects
- Suits
- Services and contracting
Why project costing belongs in the ERP
A dedicated project tool tracks tasks well and costs badly. It does not know what the material cost, what the subcontractor invoiced, or what was billed — those live in the accounting system, which in turn knows nothing about progress.
Running projects where the money already lives closes that gap. Timesheets, purchase invoices, material issues and sales invoices all post against the project, so margin is a live figure rather than a year-end discovery.
We configure ERPNext Projects around how your business quotes and bills: milestone billing, percentage completion, time and materials, or retainers. The structure matters, because a project hierarchy that does not match your contracts produces reports nobody trusts.
Scope
What is included
Project structure
Projects, tasks and milestones shaped to match how you quote and bill.
Timesheets
Time captured against tasks, costed at the right rate and billable where it should be.
Material and expenses
Purchases, stock issues and expense claims posted to the project they belong to.
Billing
Milestone, percentage-completion and time-and-materials invoicing from project data.
Profitability reporting
Budget against actual by project, phase and task, available during the job.
Resource view
Who is committed to what, and where the next month is already oversubscribed.
Method
How we set it up
Contract review
We look at how you actually quote and bill before designing the project structure.
Structure design
Project, task and cost-centre hierarchy agreed against live examples.
Configure
Timesheet rules, billing methods, approvals and the reports managers will use.
Pilot
Run a live project through the system end to end before rolling it out to everyone.
Roll out
Training by role, then support through the first full billing cycle.
Industries
We work with
FAQ
Questions we are asked before signing
Can we keep using our current task tool?
You can, and some teams do for day-to-day task management while costing runs in ERPNext. Be aware that two systems means two places to update status, which is usually abandoned within a few months.
Does it handle percentage-of-completion billing?
Yes, along with milestone billing, time and materials, and retainers. We configure the method per project type, because most contracting businesses use more than one.
How do subcontractor costs get captured?
Through purchase orders and invoices raised against the project. Committed cost appears as soon as the order is placed, which is what makes the forecast useful rather than merely accurate after the fact.
Can staff enter time on their phones?
Yes. Timesheet entry works on mobile, and for field-heavy teams we often build a stripped-down app so that entering a day takes seconds rather than opening the full desk interface.
Related services
You might also need
Business re-engineering
Mapping and reworking how the business runs before any software is configured.
ERPNext implementation
Scoping, configuration, data migration and go-live support on ERPNext.
Software development
Web and mobile applications built on the Frappe framework and wired into your ERP.
Get an estimate for this work.
A 30-minute call, no slide deck. You describe the process; we tell you honestly whether ERPNext is the right answer.