88 lines
4.1 KiB
Markdown
88 lines
4.1 KiB
Markdown
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Project management in ERPNext is Task driven. You can create Project and assign multiple Tasks against it.
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<img class="screenshot" alt="Project" src="{{docs_base_url}}/assets/img/project/project.png">
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### Managing tasks
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Project can be divided into multiple Tasks.
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Task can be created via Project document itself or can be created via [Task]({{docs_base_url}}/user/guides/projects/tasks.html)
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<img class="screenshot" alt="Project" src="{{docs_base_url}}/assets/img/project/project_task.png">
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* To view Task made against a Project click on 'Tasks'
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<img class="screenshot" alt="Project - View Task" src="{{docs_base_url}}/assets/img/project/project_view_task.png">
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<img class="screenshot" alt="Project - Task List" src="{{docs_base_url}}/assets/img/project/project_task_list.png">
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* You can also view the Tasks from the Project document itself
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<img class="screenshot" alt="Project - Task Grid" src="{{docs_base_url}}/assets/img/project/project_task_grid.png">
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### Managing time
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ERPNext uses [Time Log]({{docs_base_url}}/user/guides/projects/time-log.html) to track the progress of a Project.
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You can create Time Logs against each task.
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The Actual Start and End Time along with the costing shall then be updated based on the Time Log.
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* To view Time Log made against a Project click on 'Time Logs'
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<img class="screenshot" alt="Project - View Time Log" src="{{docs_base_url}}/assets/img/project/project_view_time_log.png">
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<img class="screenshot" alt="Project - Time Log List" src="{{docs_base_url}}/assets/img/project/project_time_log_list.png">
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* You can also create a Time Log directlly and link it to the Project.
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<img class="screenshot" alt="Project - Link Time Log" src="{{docs_base_url}}/assets/img/project/project_time_log_link.png">
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### Managing expenses
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You can book [Expense Claim]({{docs_base_url}}/user/guides/human-resources/expense-claim.html) against a project task.
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The system shall update the total amount from expense claims in the project costing section.
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* To view Expense Claims made against a Project click on 'Expense Claims'
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<img class="screenshot" alt="Project - View Expense Claim" src="{{docs_base_url}}/assets/img/project/project_view_expense_claim.png">
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* You can also create a Expense Claims directlly and link it to the Project.
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<img class="screenshot" alt="Project - Link Expense Claim" src="{{docs_base_url}}/assets/img/project/project_expense_claim_link.png">
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* Total amount of Expense Claims booked against a project is shown under 'Total Expense Claim' in the Project Costing Section
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<img class="screenshot" alt="Project - Total Expense Claim" src="{{docs_base_url}}/assets/img/project/project_total_expense_claim.png">
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### Cost Center
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You can make a [Cost Center]({{docs_base_url}}/user/guides/accounts/setup/cost-center.html) against a Project or use an existing cost center to track all expenses made against that project.
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<img class="screenshot" alt="Project - Cost Center" src="{{docs_base_url}}/assets/img/project/project_cost_center.png">
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###Project Costing
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The Project Costing section helps you track the time and expenses incurred against the project.
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<img class="screenshot" alt="Project - Costing" src="{{docs_base_url}}/assets/img/project/project_costing.png">
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* The Costing Section is updated based on Time Logs made.
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* Gross Margin is the difference between Total Costing Amount and Total Billing Amount
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###Billing
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You can make/link a [Sales Order]({{docs_base_url}}/user/guides/selling/sales-order.html) against a project. Once linked you can use the standard sales module to bill your customer against the Project.
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<img class="screenshot" alt="Project - Sales Order" src="{{docs_base_url}}/assets/img/project/project_sales_order.png">
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###Gantt Chart
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A Gantt Chart illustrates a project schedule.
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ERPNext gives you a illustrated view of tasks scheduled against that project in Gantt Chart View.
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* To view gantt chart against a project, go to that project and click on 'Gantt Chart'
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<img class="screenshot" alt="Project - View Gantt Chart" src="{{docs_base_url}}/assets/img/project/project_view_gantt_chart.png">
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<img class="screenshot" alt="Project - Gantt Chart" src="{{docs_base_url}}/assets/img/project/project_gantt_chart.png">
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{next}
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