ERPNext Projects
What is Project Template?
- Project Template
- A Project Template in ERPNext is a reusable set of tasks with durations and dependencies that can be applied to new projects to pre-populate their task list.
Creating Project Templates
Go to Project → Project Template → New. Add task rows with Subject, Expected Duration (days), and dependencies. When creating a new Project, select the template — ERPNext auto-creates all template tasks with calculated dates based on the project start date.
Standardising Project Delivery
Templates ensure consistent delivery by embedding best-practice task lists for common project types (ERP Implementation, Website Development, HR Audit). They reduce setup time and ensure no critical step is missed across engagements.
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Related Terms
Project
A Project in ERPNext tracks the end-to-end delivery of a client engagement or in…
Task
A Task in ERPNext is an individual work item within a Project, with assignee, pr…
Timesheet
A Timesheet in ERPNext records hours worked by an employee on tasks or projects,…
Milestone
Milestones in ERPNext mark significant checkpoints in a project (e.g., Design Si…
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