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Project Management Suite

Detailed capabilities of the ERP36T Project Management solution.

Project management is essential for planning, executing, tracking, and delivering work on time while keeping teams aligned on tasks, deadlines, budgets, and client expectations. ERP36T Project Management module is designed to manage the complete project lifecycle, including project setup, task execution, ToDo management, timesheets, issue tracking, billing, collaboration, and CRM-linked activities in one connected system. By organizing projects into tasks, milestones, follow-ups, and actionable work items, businesses can improve visibility, control resource usage, and keep both internal teams and client-facing operations coordinated. This helps organizations manage service delivery, implementation work, customer projects, and internal initiatives more efficiently while maintaining better accountability and progress control.

The ERP36T Project Management module includes the following components:

  • Project Planning and Setup
  • Project Templates
  • Project Milestones
  • Task Management
  • ToDo Management
  • Task Assignment and Ownership
  • Task Priorities and Deadlines
  • Task Dependencies
  • Subtasks and Work Breakdown
  • Kanban View
  • Gantt Chart View
  • Calendar View
  • Project Tree View
  • Timesheet Management
  • Time Tracking and Activity Logs
  • Billable and Non-Billable Hours
  • Expense Tracking
  • Project Budgeting
  • Project Costing and Profitability Tracking
  • Issue and Problem Tracking
  • Resource Allocation
  • Employee and Team Assignment
  • File and Document Attachments
  • Internal Notes and Comments
  • Collaboration and Activity Timeline
  • Notifications and Reminders
  • Customer and CRM Integration
  • Lead to Project Conversion Support
  • Opportunity and Client Linking
  • Sales Order and Quotation Linking
  • Purchase and Vendor Coordination
  • Billing and Invoicing Integration
  • Payroll and HR Integration
  • Inventory and Asset Linking
  • Customer Portal and Project Updates
  • Status Tracking and Progress Monitoring
  • Custom Workflows and Approvals
  • Dashboard and Project Analytics
  • Project Reports and Performance Insights

ERP36T Project Management offers powerful features and advantages that help teams improve execution, collaboration, and project visibility across the organization. It provides centralized control over projects, tasks, ToDos, timesheets, issues, budgets, and client-linked activities while integrating smoothly with CRM, sales, accounting, HR, payroll, purchasing, and inventory processes. The module supports both internal and external projects, allowing businesses to connect leads, customers, quotations, work delivery, billing, and profitability in a single operational flow. With visual planning tools such as Gantt, Kanban, and calendar views, along with reminders, file sharing, progress tracking, and reporting dashboards, ERP36T Project Management enables organizations to reduce delays, improve accountability, and deliver projects with greater confidence.

Screen Shots

Key interface previews from the ERP36T Project Management solution.

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Need to discuss your project management requirements?

Speak with our team about ERP36T Project Management implementation, process fit, integration needs, and the right setup for your organization.

Features

Key functionalities of the Projects module.

Project Overview

Get a comprehensive view of your projects, including progress tracking, team assignments, deadlines, and project status updates.

Task Management

Create and assign tasks with deadlines, priorities, and statuses. Track progress and manage team collaboration through task views and filters.

Timesheet Tracking

Track employee hours spent on specific tasks and projects. Manage timesheets and generate reports for payroll and project analysis.

Issue Management

Report and resolve issues in real-time. Track their progress, assign them to team members, and ensure timely resolutions.

Project Budgeting

Set and track project budgets. Monitor expenses against budgets, generate financial reports, and ensure projects stay within budget constraints.

Team Collaboration

Collaborate with your team through shared tasks, comments, and real-time notifications. Improve communication and foster a collaborative environment.

Milestone Tracking

Break down projects into manageable milestones, track progress, and ensure that key deliverables are met on time.

Document Management

Store and manage project-related documents and files. Easily upload, share, and access project assets in a centralized repository.

Cloud Storage Integration

Integrate with cloud storage services like Google Drive, Dropbox, or OneDrive for easy access to project documents and files from anywhere.

Project Analytics

Analyze project performance, task completion rates, budget usage, and team productivity with detailed analytics and custom reports.

Client Management

Manage clients associated with projects, track communications, and share project updates directly with clients in real-time.

Resource Allocation

Efficiently allocate resources, including personnel, equipment, and budget, to ensure optimal project execution.

Access Control & Permissions

Set granular access controls and permissions for team members, ensuring secure and appropriate access to project data and documents.

Integration with ERP Modules

Integrate projects with other ERPNext modules such as Accounting, HR, Inventory, and Sales for seamless operations and data flow.

Email Notifications & Alerts

Receive real-time notifications and alerts for task deadlines, project milestones, and any changes in project status.

Team Roles & Responsibilities

Assign specific roles and responsibilities within the project team, ensuring clarity of duties and accountability.

Risk Management

Identify, assess, and mitigate risks throughout the project lifecycle. Create risk mitigation plans and track risk factors.

Project Closure

Finalize projects with completion reports, client feedback, financial analysis, and closure documentation.

Workflow

Streamline processes with configurable workflows tailored to business needs.

Chatbot

Enhance customer interaction with AI-driven chatbot capabilities.

Notification & Event Scheduler

Automate reminders and schedule events for efficient task management.

Data Upload & Download

Easily import and export bulk data for seamless operations.

Bulk Records Update

Update multiple records simultaneously with user-friendly tools.

OAuth Security including 2FA

Ensure secure access with OAuth protocols and two-factor authentication.

Google Plugins

Integrate seamlessly with Google Workspace tools for enhanced productivity.

To Do Task Management

Keep track of tasks and prioritize with a built-in to-do list feature.

Document Management & Sharing

Organize and share documents securely across teams and departments.

Full Data & Feature Security User Controls

Control access to data and features with robust user permission settings.

Self Services and Web Portal

Empower users with self-service options and an intuitive web portal.

Payment Gateway

Facilitate online payments with secure and integrated payment gateways.

Record History

Track changes to records with a detailed audit trail for accountability.

Integration with Legacy Systems

Seamlessly connect with existing legacy systems for smooth transitions.

B2B Integration

Facilitate business-to-business connections and workflows effectively.

B2C Integration

Connect directly with consumers for streamlined operations and services.

WhatsApp Integration

Engage with users through WhatsApp for efficient communication.

Social Media Integration

Expand your reach by connecting with social media platforms.