Charles-Henri Decultot d18423d9c7 Project Margin Calculation Improvement (#11911 )

* Project Margin Calculation Improvement

* Documentation modification

* Change Total Planned Sales to Total Sales Amount

* Change documentation screenshot

2017-12-12 14:59:59 +05:30

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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.

Task Completion
Task Progress
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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