Projects Module
- Category: Academic
- Module Name: Projects Management
- Platform: ERP36T
- Features: Click Here For Features
About the Projects Module
ERP36T's mobile projects feature offers comprehensive project management on-the-go, including task assignments, timesheets, project tracking, and document management. Key submodules include task prioritization, milestone tracking, team collaboration, time logging, project budgeting, client management, issue resolution, and real-time notifications. It enhances team productivity, transparency, and project oversight seamlessly.
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.