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One System. Total Project Control.

Our project management module gives you full visibility and control over every stage of a project — from planning to execution — all from one place, through:

Planning & Organization

From resource planning to billing, manage the entire project lifecycle with visibility.

Project Creation & Timelines

Build project structures and schedule tasks using Gantt charts or Kanban boards.

Milestone Management

Define key deliverables and link them to specific tasks for accurate progress tracking.

Task & Team Assignment

Distribute tasks among teams, assign deadlines, and set priorities.

Budget & Stakeholder Linking

Assign cost centers to projects and link them to clients or internal departments.

Execution & Monitoring

Interactive Workboards (Kanban & Gantt)

Visualize task status and live project progress across all phases.

Time & Cost Tracking

Log working hours per team member and automatically link them to project costs.

Document & Attachment Management

Link files to tasks and projects, and share them with your team.

Automated Notifications & Alerts

Smart alerts for delays, budget overruns, or missed deadlines.

Reporting & Integrations

Performance & Timeline Reports

Professional reports tracking progress, completion rate, and schedule adherence.

Key Performance Indicators (KPIs)

Monitor success metrics for each project and assigned teams.

Accounting Integration

Project costs are auto-posted to your accounts and linked to budget entries.

Procurement & Resource Integration

Request materials or services and link them directly to active projects.

Connected Modules.
Undefined Growth

Each module works seamlessly with the rest — giving you one connected platform to manage your entire business.

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Sales & Engagement Analytics

Monitor pipeline health, opportunity values, and engagement rates from one dashboard.

Lead Capture via Web Forms

Integrate custom website forms to automatically create leads within the system.

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Everything You Should Know About Project Managment:

Can I break projects into phases and sub-tasks? +

Yes. Structure your projects with clear phases and detailed sub-tasks, assign responsibilities and deadlines for precise control and accountability.

Is time tracking available per task? +

Absolutely. Log hours spent on each task, automatically calculating costs based on your predefined hourly rates—keeping budgets accurate and transparent.

Can projects link to billing and contracts? +

Yes. Connect projects directly to contracts or invoices, enabling billing based on milestones, completion percentages, or hours worked—simplifying financial management.

Does ERPNext provide a Gantt chart for planning? +

Yes. Use an interactive Gantt chart to visualize timelines, adjust tasks, and keep your project on track with real-time updates.

Can multiple team members be assigned to the same task? +

Yes. Assign tasks to multiple users, with defined roles and time allocation, promoting collaboration without confusion.

Are alerts sent for overdue tasks or budget overruns? +

Definitely. Automated notifications keep you informed about delays or costs exceeding budgets—so you can act before issues escalate.

Can clients access project progress? +

Yes. Grant clients limited access to track project milestones and status, improving transparency and trust.

Are project performance reports available? +

Yes. Generate detailed reports covering progress, hours logged, costs, projected completion dates, and risks—enabling informed decisions and proactive management.