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A field-by-field reference for setting up the ERPNext Projects module — project types and templates, tasks with dependencies, activity rates, and timesheets that flow through to a Sales Invoice.
30 checks · 6 sections
The ERPNext Projects module ties planning, time tracking and billing together — a Project holds Tasks, Timesheets log billable hours against those tasks, and those hours can be pulled straight into a Sales Invoice. This is a reference to the real doctypes and fields involved, not a tracker. Read it as a map of what to configure and why each piece matters, then set up your instance in the order that fits your delivery model. Every field named below exists in the standard Projects module.
Define your Project Types + 4 more
Create Tasks under each Project + 4 more
Choose the percent_complete_method deliberately + 4 more
Define your Activity Types + 3 more
Log time on the Timesheet doctype + 5 more
Set a default Cost Center on the Project + 4 more
All 30 checks across 6 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
You log hours on a Timesheet, marking billable lines with is_billable. Once the Timesheet is submitted, its billable hours and amount can be pulled into a Sales Invoice — the Timesheet's status then moves to Partially Billed or Billed and the per_billed field tracks how much has been invoiced.
The Project's percent_complete_method controls how percent_complete is calculated. Manual lets you set it by hand; Task Completion uses the share of completed tasks; Task Progress averages each task's own progress percentage; and Task Weight weights each task by its task_weight so bigger tasks count for more.
Each Activity Type has a Default Billing Rate and Default Costing Rate. For finer control, the Activity Cost doctype overrides those per employee and activity, so different people on the same activity carry different rates. Timesheet Detail lines fetch these to compute billing and costing amounts.
No. Create a Project Template with a standard task list (using relative Begin On / Duration days rather than fixed dates) and a Project Type. New projects created from the template inherit the tasks, so recurring engagements start consistent.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011