Open Source ERP

Project Management Software

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.

Task Management

Timesheet Management

Task Management

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.

Timesheet Management

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.

File/Document Manager

Email Management

Subscription & Invoice Discounting

File/Document Manager

User/team upload, share files (images, videos, documents).

Project-related documents are stored and monitored to keep the progress moving successfully.

Email Management

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.

Project Profitability

Project Costing & Report

Project Profitability

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.

Project Costing & Report

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.

Project Customer Portal

Project Costing & Report

Project Customer Portal

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.

Project Customer Portal

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.

ERPNext

vs

Traditional Software

Feature

Tridots ERPNext Projects
Traditional systems
Task & Milestone Tracking
End-to-end project tracking with Gantt charts & timelines

Limited or available in premium plans

Team Collaboration
Role-based task assignment
Time logs & discussions

Basic task delegation

No time tracking
Budget & Cost Control
Real-time expense tracking
Auto-linked with accounts

Manual updates or external finance tools

ERP Integration
Linked with HR, Payroll, Timesheets & Billing

Standalone or limited module sync

Cloud & Mobile Access
Accessible from web & mobile

Live project updates

Limited mobile functions or no mobile app

Why Choose Tridots Tech?

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.

Get Started Today

Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.

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Faq's

Common Questions & Answers

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.

Can I assign tasks with deadlines and priorities?

Yes, you can assign tasks with due dates, priority levels, progress tracking, and dependencies.

Does ERPNext support time tracking for projects?

Yes, team members can log hours through timesheets, which are linked to tasks and billing.

How can clients view project updates?

Clients can access the Project Customer Portal to view live progress, billing details, and milestones.

Can I upload and share documents in ERPNext projects?

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.

Is ERPNext integrated with other business modules?

Absolutely. Projects are connected to CRM, accounting, inventory, HR, and sales for end-to-end visibility.

Can I generate reports for project performance?

Yes, ERPNext provides real-time dashboards, profitability reports, and task progress summaries.

Is it suitable for service-based companies?

Yes, it’s ideal for service businesses handling multiple client projects, billing, and team coordination.

Is ERPNext Project Management customizable?

Yes, it's open-source, allowing full customization of workflows, fields, roles, and dashboards.

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