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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 and expenses incurred against the project.
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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
###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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