Projects Module

The Projects module provides comprehensive project management with accounting integration, enabling you to plan, track, and deliver projects while managing budgets, time, and billing.

Overview

The Projects module enables you to:

• Create and manage projects
• Track tasks and milestones
• Manage project budgets
• Bill clients and track revenue
• Log time against projects
• Generate project reports

Key Features

📋 Project Management

Create projects, set milestones, and manage teams with templates and automation. Learn more →

✅ Task Management

Organize work with tasks, Kanban boards, dependencies, and assignments. Learn more →

💰 Budget Control

Set budgets, track costs, manage allocations, and analyze variances. Learn more →

💵 Project Billing

Invoice clients, manage revenue recognition, and handle multiple billing methods. Learn more →

⏱️ Time Tracking

Log time entries, submit timesheets, and track billable hours. Learn more →

📊 Reporting

Gantt charts, project analytics, KPIs, and custom reports. Learn more →

Module Integration

The Projects module integrates with:

Module	Integration
Finance	Project accounting, cost centers
HRM	Resource allocation, timesheets
Sales	Project-based orders, quotes
Expense	Project expense tracking

Getting Started

Initial Setup

1. Configure Project Settings

   • Define project types
   • Set up project templates
   • Configure billing methods
   • Set default cost rates

2. Set Up Cost Structure

   • Define cost categories
   • Set resource rates
   • Configure overhead allocation
   • Link to chart of accounts

3. Create First Project

   • Use template or start fresh
   • Define scope and timeline
   • Assign team members
   • Set budget

Quick Navigation

Task	Location
Create project	Projects → New Project
View all projects	Projects → List
Manage tasks	Projects → [Project] → Tasks
Log time	Projects → Time Entry
View reports	Projects → Reports

Project Types

By Billing Method

Type	Description	Billing
Fixed Price	Set total price	Milestone/completion
Time & Materials	Hourly rates	Actual hours + expenses
Retainer	Monthly fee	Recurring invoice
Internal	No client billing	Cost tracking only
Cost Plus	Cost + markup	Actual + percentage

By Duration

Type	Characteristics
Short-term	Days to weeks, simple
Medium	Months, moderate complexity
Long-term	Multi-year, complex
Ongoing	No end date, continuous

Common Workflows

Project Lifecycle

Initiation → Planning → Execution → Monitoring → Closure

Fixed Price Project

Create Project → Set Budget → Plan Milestones →
Execute Work → Bill at Milestones → Close Project

Time & Materials Project

Create Project → Set Rates → Track Time & Expenses →
Invoice Periodically → Adjust Estimates → Close

Resource Allocation

Project Created → Estimate Hours → Request Resources →
Allocate Team → Track Utilization → Rebalance

Dashboard Overview

The Projects Dashboard displays:

• Active Projects - Currently running
• Project Health - Status indicators
• Budget Summary - Spend vs budget
• Upcoming Milestones - Due soon
• Time This Week - Logged hours
• Unbilled Amount - Ready to invoice

Project Metrics

Track key indicators:

Metric	Description
Budget Utilization	Spent / budgeted
Schedule Variance	Planned vs actual
Resource Utilization	Allocated vs available
Billable Ratio	Billable / total hours
Margin	Revenue - cost
Burn Rate	Spend per period

Best Practices

📋 Planning

• Clear scope definition
• Realistic timelines
• Adequate buffer
• Stakeholder alignment

👥 Team Management

• Right skill allocation
• Clear responsibilities
• Regular communication
• Workload balancing

💰 Financial Control

• Regular budget reviews
• Cost tracking discipline
• Timely invoicing
• Margin monitoring

📊 Monitoring

• Progress tracking
• Early warning indicators
• Regular status updates
• Risk management

Configuration

Navigate to Settings → Projects to configure:

• Project Types - Categories and billing methods
• Templates - Standard project setups
• Rates - Resource billing rates
• Cost Categories - Expense classifications
• Approval Workflows - Time/expense approvals
• Automation - Triggers and alerts

Troubleshooting

Common Issues

Project not visible

• Check user permissions
• Verify project status
• Review team assignment
• Check date filters

Cannot log time

• Verify project active
• Check task assignment
• Review time period
• Confirm permissions

Budget showing incorrect

• Audit cost entries
• Check rate calculations
• Review allocations
• Verify date ranges

Module Documentation

Explore detailed guides for each project feature in the sections below.