5225c0e541
* manual update * Added new videos in learn section. Updated other help pages. * project module rewrite * employee and supplier master * employee and supplier master fixes
60 lines
2.5 KiB
Markdown
60 lines
2.5 KiB
Markdown
# Project
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The project is an individual or collaborative enterprise, possibly involving research or design, that is carefully planned, usually by a project team, to achieve a particular aim
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In ERPNext, Project management in is Task driven. You can a create Project and divide into multiple and assignable Tasks.
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<img class="screenshot" alt="Project" src="{{docs_base_url}}/assets/img/project/project-1.1.png">
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### Managing Tasks
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The project is generally has a broader scope, and hence not assignable to an individual. Hence, you can divide the Project into multiple Tasks. These can be assigned to an individual and tracked better.
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These Tasks can be created from a Project itself or a [Task](/docs/user/manual/en/projects/tasks.html) can be created separately as well.
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<img class="screenshot" alt="Project" src="{{docs_base_url}}/assets/img/project/project-1.png">
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### Task Completion
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You can also track % Completion of a Project using different methods.
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1. Task Completion
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2. Task Progress
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3. Task Weight
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<img class="screenshot" alt="Project 2" src="{{docs_base_url}}/assets/img/project/project-2.png">
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Some examples of how the % Completion is calculated based on Tasks.
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<img class="screenshot" alt="Project 3" src="{{docs_base_url}}/assets/img/project/percent-complete-calc.png">
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<img class="screenshot" alt="Project 4" src="{{docs_base_url}}/assets/img/project/percent-complete-formula.png">
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### Project Costing
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The Project Costing section helps you track the time, expenses and purchases 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 Total Cost is composed of the costing amount from timesheets, the total cost of expense claims and the total cost of purchase invoices created against this project.
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* The Gross Margin is the difference between Total Billed Amount and the Total Cost Amount for this project.
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### Gantt Chart
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ERPNext gives you an illustrated view of tasks scheduled for that project in Gantt Chart View.
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* To view Gantt chart against a project, go to the Task list and Apply filter on the Project.
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<img class="screenshot" alt="Project Gantt" src="{{docs_base_url}}/assets/img/project/project-1.1.png">
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### Project Help Video
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This is a tutorial video on how to manage Project and associate Tasks in ERPNext.
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<div class="embed-container">
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<iframe src="https://www.youtube.com/embed/gCzShu9Niu4?rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen>
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</iframe>
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</div>
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{next} |