ERP module · Finance & Operations
Project Management
Plan work, track delivery and see what each project really costs.Projects, milestones, tasks, timesheets and budgets linked to people and finance — giving managers a live view of progress and profitability.
Available on request
The problem
Business problems it addresses
- Project status is collected through meetings and chat instead of being visible.
- Time spent on projects is not captured, so costing is guesswork.
- Budgets are tracked separately from actual spending.
- Teams juggle several tools for tasks, files and client updates.
Capabilities
What the module does
- Projects & milestones
- Structure work into phases and milestones with owners, dates and dependencies.
- Task boards
- Kanban and list views, priorities, assignees and due dates for day-to-day execution.
- Timesheets
- Log time against projects and tasks to feed costing and billing.
- Budget tracking
- Compare planned budgets with actual labour and expense costs as they accrue.
- Collaboration
- Comments, attachments and activity history attached to the work they relate to.
- Portfolio view
- See status, risks and utilisation across every active project.
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Typical workflow
How work flows through it
- 1
A project is created with scope, budget and team
- 2
Work is broken into milestones and tasks
- 3
Team members update progress and log time
- 4
Costs and progress roll up to the project dashboard
- 5
Milestones are signed off and billed where applicable
Business benefits
- Real-time visibility into delivery status
- Accurate project costing and margins
- Less time spent on status reporting
- Better resource planning across projects
Connected modules
Works best with
Explore Project Management for your organisation.
Book a demo or a short consultation. We'll walk through the module using scenarios from your own operations.