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ERPNext Projects

What is Project?

Project
A Project in ERPNext tracks the end-to-end delivery of a client engagement or internal initiative, with tasks, timesheets, expenses, and billing all linked in one record.

Creating a Project

Go to Project → Project → New. Enter the project name, customer, status, start/end dates, and estimated cost. Add Tasks in the task table or via the Gantt chart view. Link the project to a Cost Centre for expense tracking and create timesheets against it.

Project Costing and Billing

ERPNext accumulates all timesheets (time × billing rate), expense claims, and purchase invoices against the project. The Project Profitability report compares actual cost vs estimated cost and actual billing vs target billing in real time.

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