brotherton-erpnext/erpnext/docs/user/manual/en/projects/project.md

Project

Project management in ERPNext is Task driven. You can create Project and assign multiple Tasks against it.

You can also track % Completion of a Project using different methods.

1. Task Completion
2. Task Progress
3. Task Weight

Some examples of how the % Completion is calculated based on Tasks.

Managing tasks

Project can be divided into multiple Tasks. Task can be created via Project document itself or can be created via Task

• To view Task made against a Project click on 'Tasks'

• You can also view the Tasks from the Project document itself

• To add Weights to Tasks you can follow the below steps

Managing time

ERPNext uses Time Log to track the progress of a Project. You can create Time Logs against each task. The Actual Start and End Time along with the costing shall then be updated based on the Time Log.

• To view Time Log made against a Project click on 'Time Logs'

• You can also create a Time Log directlly and link it to the Project.

Managing expenses

You can book Expense Claim against a project task. The system shall update the total amount from expense claims in the project costing section.

• To view Expense Claims made against a Project click on 'Expense Claims'

• You can also create a Expense Claims directlly and link it to the Project.

• Total amount of Expense Claims booked against a project is shown under 'Total Expense Claim' in the Project Costing Section

Cost Center

You can make a Cost Center against a Project or use an existing cost center to track all expenses made against that project.

###Project Costing

The Project Costing section helps you track the time, expenses and purchases incurred against the project.

• The Total Cost is composed of the costing amount from timesheets, the total cost from expense claims and the total cost from purchase invoices created against this project.

• The Gross Margin is the difference between Total Billed Amount and the Total Cost Amount for this project.

###Billing

You can make/link a Sales Order against a project. Once linked you can use the standard sales module to bill your customer against the Project.

###Gantt Chart

A Gantt Chart illustrates a project schedule. ERPNext gives you a illustrated view of tasks scheduled against that project in Gantt Chart View.

• To view gantt chart against a project, go to that project and click on 'Gantt Chart'

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