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Midocean Technologies

ERPNext Projects: cost and bill every project from one record

ERPNext Projects tracks tasks, timesheets, purchases, stock and expenses against each project, so profit and loss is visible while the work is still running. Billable hours become sales invoices, and milestones can be invoiced through payment terms. It suits service firms, construction companies and make-to-order manufacturers.

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Plan to profitThe documents your team creates, in order. Select one to see what it records and updates.
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Project. Created from a template or a sales order, with budget, dates and team.

UpdatesProject costing

At a glance

Owned by
Project director or PMO head
Runs in
ERPNext, standard module
Works with
Accounting, Buying, Inventory, HR and Payroll, CRM
Packages
Not a Starter Pack tier. Scoped within an ERPNext implementation, or the Success Pack (₹8,50,000 including 200 development hours).

What changes for your project team

We map how your team works today before configuring anything. These are the changes department heads notice first.

TodayProject profit is known only after the job closes.
In ERPNextLabour, materials, purchases and expenses post to the project as they happen, so margin is visible mid-project.
TodayTimesheets are collected in spreadsheets at month-end.
In ERPNextStaff log hours against tasks daily, and managers see billable and non-billable time by project.
TodayBillable hours slip through without being invoiced.
In ERPNextUnbilled timesheets are listed and can be pulled straight into a sales invoice.
TodayClients ask for status by phone and email.
In ERPNextClients log in to the portal to see project progress and timesheets, and raise issues.

Key capabilities

Tasks and dependencies
Task trees, dependencies and milestones, with Gantt and kanban views.
Project templates
Repeatable task sets for standard jobs, applied when a project is created.
Timesheets and billing
Activity types with costing and billing rates, and timesheets billed through sales invoices.
Project costing
Purchases, stock issued, expense claims and timesheets roll up to the project.
Budgets by project
Budgets against a project that warn or stop overspending.
Customer portal
Clients see their projects, tasks and timesheets, and raise issues online.

When the standard module does not cover one of your processes, we build the gap in a separate Frappe app, so ERPNext itself stays upgradeable. How we handle customization

See Projects in ERPNext

Screens for your project team, from Frappe’s official ERPNext documentation. Select one to see it.

ERPNextProjects › Project
ERPNext Project form: The project’s costing and billing totals: estimated cost, costing and billing from timesheets, purchase cost and the amount billed.
ProjectFormThe project’s costing and billing totals: estimated cost, costing and billing from timesheets, purchase cost and the amount billed.Screenshot: Frappe Technologies Pvt Ltd and contributors, from the ERPNext documentation, licensed CC BY-SA 3.0. Resized.

Walkthroughs from Frappe

  • Timesheet Management | ERPNext

    Frappe · 11:23

    Watch on YouTube

  • Project Accounting | ERPNext

    Frappe · 8:26

    Watch on YouTube

Official videos from Frappe’s YouTube channel. Nothing loads from YouTube until you press play.

Reports the project team gets as standard

These come with ERPNext. Each one can be filtered by company, period or dimension, printed, and exported to Excel.

  • Project SummaryStatus, progress and cost for each project.
  • Project ProfitabilityBilled revenue against employee cost, by project (with Frappe HRMS).
  • Delayed Tasks SummaryTasks past their expected end date.
  • Daily Timesheet SummaryHours logged by employee and project each day.
  • Project wise Stock TrackingMaterial issued and purchased for each project.
  • Budget Variance ReportBudget against actual by project.

How Projects connects to the rest of ERPNext

Every module writes to the same database. Nothing is exported, re-keyed or synced overnight between them.

  • AccountingEvery cost and invoice tagged to the project feeds its profit and loss.
  • BuyingPurchase orders and invoices carry the project for cost tracking.
  • InventoryMaterial issued to a project is costed against it.
  • HR and PayrollExpense claims and employee cost flow to the project.
  • CRMA won sales order can create the project.

Industries where Projects does the most work

Project companies on ERPNext with Midocean

  • Maruti Infrastructure
“We were struggling with fragmented systems until Midocean Technologies stepped in. Their ERPNext implementation has revolutionized our project management and financial tracking.”
Mr. Raj Bodar, CEO, Maruti Infrastructure

Projects questions

Can it bill by milestone?

Yes. Mark tasks as milestones and set payment terms on the sales order; each term is invoiced when its milestone is signed off.

Can we see project profitability while the work is running?

Yes. Purchases, stock issued, expense claims and timesheet costs post to the project as they happen, and invoices show billed revenue against them.

Is there a Gantt chart?

Yes. Tasks show on a Gantt view with their dependencies and can be rescheduled by dragging.

Can clients see project status?

Yes. Customers with portal access can see their projects, tasks and timesheets, and raise issues.

Plan your projects rollout

A senior consultant walks through how your project team works today and recommends a scope for Projects, in writing.

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