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Project-centric integrated ERP
Oversee tasks & enable business process
Implementation partner to drive project success
100% Open Source ERPNext solution
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Why Choose ERPNext for Project management?
Plan, track, and deliver projects on time with ERPNext Project Management.
Task & Milestone Tracking
Stay on top of timelines with structured task management.
Gantt & Kanban Views
Visualize project progress with interactive boards.
Project Costing & Budgeting
Monitor expenses, budgets, and profitability in real time.
Core Project Planning & Task Management
Manage tasks, timelines, and team collaboration.
Assign multiple tasks highlighting subject, priority level, progress status, timeline details.
Keep track of project/daily tasks regulary/anytime.
Satisfy your customers completing and delivering on-time projects.
Track all upcoming projects and client demands.
Set your team deadlines for each project.
With our cloud ERPNext project management module, employees/staff can easily submit their daily tasks with the start and end of task timing.
Collaboration of tasks or assigning of tasks is possible.
You can drag-n-drop files, browse, upload files or attach a weblink with the document.
You can share timesheet details with any team member.
Track particular period documents in the cloud system anytime.
File & Communication Tools
Centralize project-related documentation and correspondence.
User/team upload, share files (images, videos, documents).
Project-related documents are stored and monitored to keep the progress moving successfully.
Customize and automate email notification templates.
Connect your customers, vendors, and team in real-time
Enhance sales and productivity with custom reminders.
Project Financials
Track project-related financial metrics and reporting.
Measure and predict project profitability, protecting cash flow.
Budget variance reporting - Calculate resource expense and budget of the project phase
Optimize resource scheduling in a real-time spreadsheet.
Straightforward time-tracking system for project, task and activities.
Compose cost of resource and billing effortlessly.
Connect employee or user task timesheet with payroll to process salary.
Client Collaboration
Enhance transparency and client experience.
Give your customers or clients a transparent experience and report updates about the projects.
Outside or external users can view your project status, report bugs, client-interactive billing details, on-time notifications about progress.
Give your customers or clients a transparent experience and report updates about the projects.
Outside or external users can view your project status, report bugs, client-interactive billing details, on-time notifications about progress.
Feature
Limited or available in premium plans
Basic task delegation
Manual updates or external finance tools
Standalone or limited module sync
Live project updates
Limited mobile functions or no mobile app
Deliver projects faster with ERP workflows built for execution.
Customized Project Flows
We align tasks, milestones, and statuses to your processes.
Integrated Modules
Seamless link with timesheets, HR, billing, and accounting.
Real-Time Visibility
Dashboards and reports for project tracking and performance.
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Get the clarity you need with these commonly asked questions.
What is ERPNext Project Management used for?
It helps plan, track, and manage tasks, timelines, teams, and budgets in one centralized ERP system.
Yes, you can assign tasks with due dates, priority levels, progress tracking, and dependencies.
Yes, team members can log hours through timesheets, which are linked to tasks and billing.
Clients can access the Project Customer Portal to view live progress, billing details, and milestones.
Yes, files such as documents, images, and videos can be uploaded, shared, and tracked per project.
How does ERPNext help with budgeting and costing?
It offers project-wise budgeting, cost tracking, and profitability analysis with variance reporting.
Absolutely. Projects are connected to CRM, accounting, inventory, HR, and sales for end-to-end visibility.
Yes, ERPNext provides real-time dashboards, profitability reports, and task progress summaries.
Yes, it’s ideal for service businesses handling multiple client projects, billing, and team coordination.
Yes, it's open-source, allowing full customization of workflows, fields, roles, and dashboards.
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