Projects & templates
Projects created from templates with standard tasks and milestones.
Step 01
Understand
Review your current processes, data, and pain points.
ERP Solutions · Project Management
Plan, Track, and Bill Projects From One Place.
Projects lose margin when time, costs, and billing are tracked separately. We set up project management that connects tasks and timesheets to costing and invoicing.
Project Management
What our Project Management solution covers
Tasks & dependencies
Tasks with assignees, priorities, deadlines, and dependencies.
Gantt & Kanban views
Visual planning and progress tracking for teams and managers.
Timesheets
Time recorded against projects and tasks, with billing rates.
Project costing
Costs from timesheets, purchases, and expenses tracked per project.
Billing from timesheets
Invoices generated from billable time and milestones.
Customer collaboration
Project updates shared with customers through a portal, where needed.
Project reports
Progress, profitability, and utilization reports.
What it can do for your business
- Clear visibility of project status and deadlines
- Accurate project costing and profitability
- Faster billing from recorded time
- Less time spent compiling status updates
Fits services and internal projects
Project management can support client projects, internal initiatives, or installation and service work. We configure it based on how your projects are planned, staffed, and billed.
Discuss your requirementsOur Approach
How we implement Project Management
Step 02
Configure
Set up masters, rules, permissions, and workflows to match your processes.
Step 03
Migrate
Clean and import existing records and opening balances.
Step 04
Extend
Add reports, customizations, and integrations where standard features are not enough.
Step 05
Train & support
Train each role, assist with go-live, and provide agreed support.
FAQ
Project Management: common questions
Can we invoice customers based on hours worked?
Yes. Billable timesheets can be converted into sales invoices at agreed rates.
Can project costs include materials and expenses?
Yes. Purchases, stock issues, and expense claims can be linked to projects for complete costing.
Related Solutions
Works well with
Ready to Discuss Project Management?
Tell us how your business works today and what you want to improve. We’ll recommend a practical setup.