Module · Operations/PRJ
What the work cost, while it is still running.
Cost and revenue post to one project record, so margin is visible while the work is running.
7 feature areas·14 record types·Margin during delivery
ProjectTASKS · DEPENDENCIES
Task A
Task B
Task C
Billing
COST
BILLED
Margin, liveILLUSTRATIVE · NOT REAL FIGURES
Inside the module · 45 features/01
7 areas. Pick one.
The project record
ProjectProject templatesProject typesCost centre and dimensionProject updatesUsers and visibility
How it runs/02
Four steps, in order.
01
Set up
A project is created from a template or from the sales order that won it, with tasks, dependencies, durations, owners, and an estimated cost already in place.
02
Deliver
People log time against tasks at their activity rate, material is issued against the project, and expenses and purchases carry it on every line.
03
Watch
Cost accumulates on the project as it happens. Margin, slippage, and billable-but-unbilled are readable during delivery, not after it.
04
Bill and close
Invoiced from approved hours, completed milestones, or a schedule, with retention held where the contract says so — and the final margin already known.
The records · 14 types/03
Everything you can create.
ProjectProject TemplateProject TypeProject UpdateTaskTask TypeTimesheetActivity TypeActivity CostSales InvoiceSales OrderExpense ClaimStock EntryPurchase Invoice
Reports · 10/04
Ship with it, not commissioned.
Project SummaryProject ProfitabilityDaily Timesheet SummaryEmployee Hours UtilizationBilling Summary by ProjectDelayed TasksProject wise Stock TrackingGross ProfitProfit and Loss StatementPurchase Order Analysis
Settings/05
The switches that shape it.
Costing and billing rate
Per employee per activity type, held once
Timesheet approval
Required before hours cost or bill anything
Overlap validation
The same hour cannot be logged twice
Project as accounting dimension
On, so any ledger report reads by project
Progress roll-up
Weighted by task, or by count
Holiday list on scheduling
Applied, so plans avoid non-working days
Billable by default
Set per activity type, overridable per line
Default project type
Named, driving how new work is reported
Next step