The ERPNext Projects module is a comprehensive tool designed for planning,
executing, and monitoring projects efficiently.
Project Planning: Define project scope, estimate costs,
assign departments, link projects to customers (from Sales Orders),
and set start and end dates.
Task Management: Break projects into assignable tasks,
set dependencies, track progress (manual, weighted, or percentage),
and create templates for recurring projects.
Resource Management: Allocate tasks to individuals or teams,
assign timesheets, and track time spent on tasks.
Financial Integration: Link projects to cost centers,
track estimated versus actual costs, and generate sales invoices
directly from project timesheets.
Monitoring & Reporting: Visualize project progress using
Gantt charts, Kanban boards, and custom dashboards; monitor profitability
by cost center or employee.
Workflow Management: Manage project status
(Active / Inactive / Completed), define completion methods,
and send automated status update notifications.
