Open source project management

Monitor project-level profitability with

 integrated accounting capabilities

Maintaining accurate financial records is crucial—not just for statutory compliance, but for a clear, real-time view of your organization’s financial health. With ERPNext, a fully open-source ERP software for accounting, you can streamline compliance, reduce manual spreadsheet efforts, and minimize reliance on external auditors. ERPNext transforms accounting by seamlessly integrating with inventory, manufacturing, HR, and more—turning your ERP into a centralized financial hub.

  • Track project completion

  • Track tasks, deadlines, owners

  • Map expenses and timesheets to projects

  • Track project-level inventories and assets

  • Let your customers see project progress

Track project completion

A project serves as the single source of truth, consolidating all associated details like Tasks, Timesheets, Sales, and Purchases—into one place. ERPNext enhances transparency by enabling customers to access project updates through a portal view, reducing back-and-forth communication.

Projects can also be interlinked and visualized in a tree view, offering a clear overview of how various projects and tasks are connected, streamlining management and improving coordination.

Track tasks, deadlines, owners

In Projects, the gap between planning and execution can sometimes be significant. Foster accountability by assigning tasks to individuals with clear deliverables and planned completion dates. Easily track delayed tasks where deadlines have passed, ensuring timely follow-ups.

Visualize task dependencies using the Gantt view to see how tasks are interconnected and evaluate the accuracy of planning. For quick updates, use the Kanban view with drag-and-drop functionality to adjust task statuses on the fly. Stay in control of your tasks—the foundation of real work—ensuring project success and seamless execution.

Map invoices, expenses and timesheets to projects

With Timesheets, you can closely monitor the effort invested in Projects or Tasks, ensuring accountability and attaching evidence of work for transparency. Timesheets also provide valuable insights into activity-level profitability by tracking both cost and billing rates for each Activity. For employees who go above and beyond, you can reward their dedication by generating Additional Salary entries directly from their Timesheets.

Track project-level inventories and assets

 

We understand how important it is to get a single view of your inventory, especially when your project locations are scattered in multiple locations. With ERPNext, you can tag each warehouse to reference your project location and track, move, and plan inventory better.

Let your customers see project progress

   
The #1 rule of project management is to keep customers in the loop. Over-communicating and informing every progress and blockers to the sponsors of the project ensures no last-minute surprises and satisfied customers. However, with complex and siloed projects, this is hard to achieve. With ERPNext you can design yo own customer portal and give access to customers to view project progress as a website user.
No-code builder

Automate tasks with drag-and-drop simplicity

API-first

Easily integrate with third-party systems

Mobile-friendly

Manage all modules from any device

Customizable

Forms, reports, print formats, and dashboards

Approval workflows

Simplify with custom multi-level workflows

Roles & permissions

Granular access control to safeguard data

Choose Freedom with ERPNext

 

The comprehensive, user-friendly and 100% open-source ERP

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