Project management in ERPNext is Task driven. You can create Project and assign multiple Tasks against it.

Managing tasks

Project can be divided into multiple Tasks. Task can be created via Project document itself or can be created via Task

• To view Task made against a Project click on 'Tasks'

• You can also view the Tasks from the Project document itself

Managing time

ERPNext uses Time Log to track the progress of a Project. You can create Time Logs against each task. The Actual Start and End Time along with the costing shall then be updated based on the Time Log.

• To view Time Log made against a Project click on 'Time Logs'

• You can also create a Time Log directlly and link it to the Project.

Managing expenses

You can book Expense Claim against a project task. The system shall update the total amount from expense claims in the project costing section.

• To view Expense Claims made against a Project click on 'Expense Claims'

• You can also create a Expense Claims directlly and link it to the Project.

• Total amount of Expense Claims booked against a project is shown under 'Total Expense Claim' in the Project Costing Section

Cost Center

You can make a Cost Center against a Project or use an existing cost center to track all expenses made against that project.

###Project Costing

The Project Costing section helps you track the time and expenses incurred against the project.

• The Costing Section is updated based on Time Logs made.

• Gross Margin is the difference between Total Costing Amount and Total Billing Amount

###Billing

You can make/link a Sales Order against a project. Once linked you can use the standard sales module to bill your customer against the Project.

###Gantt Chart

A Gantt Chart illustrates a project schedule. ERPNext gives you a illustrated view of tasks scheduled against that project in Gantt Chart View.

• To view gantt chart against a project, go to that project and click on 'Gantt Chart'

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