Plan, execute, and track projects with Gantt charts, task assignments, timesheet billing, resource allocation, and real-time project profitability — fully integrated with accounting and HR.
ERPNext Project and Task Management is a comprehensive project execution platform built directly into the ERP — so there is no need for separate tools like Asana, Jira, or Trello that operate in isolation from your financial and HR systems. It is designed for businesses that need to plan work, assign tasks to team members, track time, control costs, and bill clients — all from a single, unified system.
Projects in ERPNext can be linked to customers, sales orders, and cost centres — making it ideal for construction companies, IT service firms, engineering consultancies, facility management companies, and any business where revenue and cost are tracked at the project level. Each project has a defined budget, expected start and end date, and a task list that can be organised into phases or milestones. Task assignments notify team members via email, and the Gantt chart view shows dependencies, critical path, and schedule slippage at a glance.
Timesheets connect employee effort directly to projects. Employees log hours against specific tasks daily, and managers approve timesheets before they are posted to payroll and project cost accounts. For billable projects, approved timesheets automatically generate sales invoices at the configured hourly rate — eliminating manual billing calculations for professional services firms.
The Project Profitability dashboard tracks budget versus actual spend in real time — aggregating employee timesheet costs, purchase orders raised against the project, material requests fulfilled, and expense claims submitted. Project managers see exactly where the project stands financially without waiting for month-end closing. Quantbit Technologies configures project templates, billing rules, approval workflows, and dashboard KPIs to match your delivery methodology — whether agile, milestone-based, or time-and-material.
End-to-end project management from planning to billing — no external tools required.
Create structured project plans with phases, milestones, and task dependencies — reusable as templates.
Visualise the full project timeline with drag-and-drop task rescheduling and critical path analysis.
Employees log hours against tasks daily — approved timesheets feed payroll and project billing.
Generate sales invoices directly from approved timesheets for time-and-material projects.
Real-time project budget versus actual spend across all cost categories — labour, materials, and overheads.
Assign team members to projects based on their availability and planned leave schedule.
Raise material requests and purchase orders against a project — all costs automatically reflected in project P&L.
Team members see their assigned tasks in a Kanban board and update status with comments and attachments.
From task completion rates to project profitability — real-time visibility for every stakeholder.
All active projects with status, completion percentage, budget utilisation, and upcoming milestone dates.
Management / PMORevenue billed vs actual cost (labour + materials + overheads) per project with margin percentage.
Finance / Project ManagerBillable vs non-billable hours per employee across projects for a selected period — identifies over- and under-allocated resources.
HR / ManagementOpen, in-progress, and completed tasks by assignee, project, and due date — identifies bottlenecks.
Project Manager / TeamAll time logged by employee, project, task, and date with billable amount calculation for invoicing review.
Finance / Project ManagerPlanned vs actual spend by project phase and cost category — flags overruns before they escalate.
Finance / PMORole-based access ensures project data is visible to the right people at the right level.
Every billable hour logged in a timesheet becomes an invoice line item automatically. No hours go unbilled and no manual calculations are needed — professional services firms report 15-20% improvement in billing accuracy.
Project managers know if a project is profitable before it closes — not at month-end. Live budget vs actual tracking enables course correction before cost overruns become irreversible.
One system replaces Excel project plans, WhatsApp task updates, and manual time logs. All project activity — tasks, timesheets, costs, and invoices — is in a single, searchable audit trail.
Gantt charts with dependency tracking and milestone alerts ensure project managers see schedule slippage before deadlines are missed — enabling proactive client communication.
Allocate employees across projects based on real availability — integrated with leave management — preventing over-commitment and burnout while maximising billable utilisation.
Purchase orders, expense claims, and payroll costs are automatically allocated to projects — giving finance a complete picture of project cost without manual reconciliation.
Build standard project templates with predefined phases, tasks, and durations. This reduces setup time for new projects and ensures consistent delivery methodology across your team.
Configure mandatory daily timesheet submission with manager approval before payroll cut-off. Timesheets logged weekly lose accuracy — daily logging captures true project cost in real time.
Configure project budget alerts at 80% spend so project managers are notified before the project goes over budget — not after. This gives time to renegotiate scope or accelerate billing.
Always check leave plans before assigning team members to critical path tasks. ERPNext shows approved leave in the resource calendar — preventing schedule surprises from absent key team members.
Configure automatic billing reminders when a milestone is marked complete. Delayed invoicing — common in service firms — creates cash flow gaps that the project billing feature is designed to prevent.
Make the ERPNext Gantt view the single source of truth in weekly project reviews — replacing PowerPoint updates and verbal status reports with real data visible to the entire team.
ERPNext Project and Task Management is widely adopted by Indian IT services, engineering consultancies, construction companies, and facility management firms that need project-level cost and billing visibility. In the GCC, it is particularly relevant for construction contractors in Oman and UAE managing multi-year projects with milestone billing, retention, and VAT-compliant invoicing. Quantbit Technologies, a certified Frappe and ERPNext partner with offices in Pune and Muscat, configures project billing workflows, WPS-compliant timesheet payroll allocation, and VAT project invoicing for GCC clients.
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Quantbit Technologies is a certified ERPNext partner that configures project billing, Gantt scheduling, timesheet workflows, and profitability dashboards for IT, construction, and engineering firms in India and GCC.