Projects Module

Overview

The Projects module helps you plan, track, and manage projects effectively. It provides tools for task management, time tracking, resource allocation, project costing, and billing.

Key Features

Project Management

Comprehensive project tracking capabilities:

Project Planning

Task breakdown
Timeline management
Dependencies
Milestones

Resource Management

Team allocation
Workload tracking
Availability management
Skill-based assignment

Core Doctypes

Project

The main container for project-related activities.

# From project.py
class Project(Document):
    status: Literal[
        "Open",
        "Completed",
        "Cancelled"
    ]
    priority: Literal[
        "Low",
        "Medium",
        "High"
    ]
    percent_complete_method: Literal[
        "Manual",
        "Task Completion",
        "Task Progress",
        "Task Weight"
    ]

Project Features:

Project timeline (start and end dates)
Customer linkage
Cost center allocation
Project team members
Progress tracking
Costing and billing
Email notifications
Sales order integration

Projects can be linked to sales orders for tracking project-based sales.

Task

Individual work items within a project.Task Attributes:

Subject and description
Project assignment
Start and end dates
Expected time
Priority (Low, Medium, High)
Status (Open, Working, Pending Review, Completed, Cancelled)
Parent task (for sub-tasks)
Dependencies
Progress percentage

Task Management:

Assign to team members
Set dependencies
Track time via timesheet
Add comments and attachments
Email notifications
Task templates

Timesheet

Record time spent on projects and tasks.Features:

Multi-task time logging
Billable/non-billable hours
Hourly rates
Employee assignment
Activity type
Time-based costing
Billing integration
Approval workflow

Billing:

Create sales invoice from timesheet
Activity-based billing rates
Customer-specific rates
Billable amount calculation

Project Template

Standardize project setup.Template Components:

Pre-defined tasks
Task dependencies
Milestones
Standard timeline
Default team

Benefits:

Faster project creation
Consistency across projects
Best practices replication
Reduced planning time

Task Management

Efficient task tracking and execution:

Task Hierarchy

Project Level

Overall project container

Parent Tasks

Major project phases or deliverables

Child Tasks

Detailed work items under parent tasks

Sub-Tasks

Granular breakdown of work

Task Dependencies

Define task relationships:

Depends On: Task that must be completed first
Finish to Start: Dependent task starts after predecessor
Automatic updates: Cascading date changes
Critical path: Identify bottleneck tasks

Use task dependencies to automatically adjust project timeline when delays occur.

Time Tracking

Accurate time recording and billing:

Timesheet Entry

Methods:

Manual entry: Fill time log details
Timer: Start/stop timer for tasks
Bulk entry: Add multiple time logs

Time Log Details

Field	Description
Activity Type	Type of work (Design, Development, Testing)
Project	Associated project
Task	Specific task worked on
Hours	Time spent
Billable	Whether time can be billed
Billing Rate	Hourly rate for billing

Timesheet Workflow

Project Costing

Track project profitability:

Cost Components

Direct Costs

Employee time (timesheets)
Material consumption
External services
Equipment usage

Revenue

Billed amount
Sales orders
Sales invoices
Budget vs actual

Costing Reports

Project Profitability

Calculate project margin:

Total Revenue = Sales Orders + Sales Invoices
Total Cost = Timesheet Cost + Purchase Cost + Expense Claims
Gross Margin = Total Revenue - Total Cost
Margin % = (Gross Margin / Total Revenue) × 100

Cost Tracking

Monitor costs in real-time:

Estimated vs actual costs
Budget variance
Cost center allocation
Purchase invoice linkage
Expense claim integration

Project Billing

Flexible billing options:

Billing Methods

Time and Material: Bill based on hours and expenses
Fixed Price: Single lump sum or milestones
Retainer: Monthly fixed billing
Mixed: Combination of methods

Billing Workflow

Record Time & Expenses

Log timesheets and expense claims

Review Billable Items

Verify billable time and expenses

Create Sales Invoice

Generate invoice from timesheet

Track Payments

Monitor payment against invoices

Sales invoices can be automatically created from approved timesheets with one click.

Activity Types

Categorize work activities: Common Activity Types:

Planning
Design
Development
Testing
Documentation
Meeting
Training
Support

Activity Cost:

Define hourly rates per activity
Employee-specific rates
Customer-specific rates
Automatic cost calculation

Project Reports

Project Summary

High-level project overview:

Project status
Completion percentage
Estimated vs actual time
Cost and billing summary
Task completion status

Delayed Tasks Summary

Identify at-risk items:

Tasks past due date
Delay duration
Responsible person
Impact on project timeline

Timesheet Billing Summary

Billing analysis:

Billable vs non-billable hours
Employee-wise time
Project-wise time
Unbilled hours
Revenue by activity

Daily Timesheet Summary

Daily time tracking:

Employee attendance
Project allocation
Time utilization
Productivity metrics

Project-wise Stock Tracking

Material usage by project:

Items consumed
Stock transfers
Purchase against project
Inventory costs

Gantt Chart

Visual project timeline: Features:

Task timeline visualization
Dependency arrows
Critical path highlighting
Progress indication
Drag-and-drop rescheduling
Milestone markers

Use the Gantt chart to quickly identify schedule conflicts and resource over-allocation.

Project Templates

Standardize project execution:

Template Setup

Define standard tasks: Create template tasks
Set dependencies: Link related tasks
Add milestones: Mark important phases
Assign team: Default team members
Set durations: Standard time estimates

Using Templates

Select template when creating project
System copies all tasks automatically
Dates calculated based on project start
Customize as needed

Resource Management

Manage team allocation:

Team Assignment

Project users: Define project team
Task assignment: Allocate specific tasks
Workload view: See employee utilization
Availability check: Prevent over-allocation

Capacity Planning

Track employee capacity across multiple projects to prevent resource conflicts.

Project Updates

Communicate project status: Update Features:

Regular status updates
Automated email notifications
Frequency settings (Daily, Weekly)
Customizable content
Stakeholder distribution

Expense Claims

Track project expenses:

Link expense claims to projects
Reimbursable expenses
Approval workflow
Include in project costing
Bill to customer if applicable

Project Settings

Configure module behavior:

Setting	Description
Project Naming	Auto-naming series
Default Priority	Default task priority
Ignore Employee Time Overlap	Allow concurrent time logs
Ignore Mandatory Time Logs	Submit timesheet without time logs

Project Integration

Seamless integration with other modules:

Sales Integration

Link project to sales order
Track project-based sales
Milestone billing
Delivery against project

Purchase Integration

Purchase against project
Track project expenses
Vendor management
Material requests for projects

Stock Integration

Material issue to project
Project-wise stock tracking
Inventory consumption
Stock reconciliation

Project Workflow

Standard Project Flow

Agile Project Flow

Sprint Planning

Create sprint with task list

Daily Standups

Update task status and time logs

Sprint Review

Demonstrate completed work

Sprint Retrospective

Review and improve process

The Projects module provides complete visibility into project health, resource utilization, and profitability in real-time.

Getting Started

Core Modules

Setup & Configuration

Features

​Overview

​Key Features

​Project Management

Project Planning

Resource Management

​Core Doctypes

​Task Management

​Task Hierarchy

​Task Dependencies

​Time Tracking

​Timesheet Entry

​Time Log Details

​Timesheet Workflow

​Project Costing

​Cost Components

Direct Costs

Revenue

​Costing Reports

​Project Billing

​Billing Methods

​Billing Workflow

​Activity Types

​Project Reports

​Gantt Chart

​Project Templates

​Template Setup

​Using Templates

​Resource Management

​Team Assignment

​Capacity Planning

​Project Updates

​Expense Claims

​Project Settings

​Project Integration

​Sales Integration

​Purchase Integration

​Stock Integration

​Project Workflow

​Standard Project Flow

​Agile Project Flow

Build docs developers (and LLMs) love

Overview

Key Features

Project Management

Core Doctypes

Task Management

Task Hierarchy

Task Dependencies

Time Tracking

Timesheet Entry

Time Log Details

Timesheet Workflow

Project Costing

Cost Components

Costing Reports

Project Billing

Billing Methods

Billing Workflow

Activity Types

Project Reports

Gantt Chart

Project Templates

Template Setup

Using Templates

Resource Management

Team Assignment

Capacity Planning

Project Updates

Expense Claims

Project Settings

Project Integration

Sales Integration

Purchase Integration

Stock Integration

Project Workflow

Standard Project Flow

Agile Project Flow