Operational extension
Manufacturing context
Supported production activity can retain project context when delivery includes manufactured work.
ERPX Projects
Deliver projects on time and see their real cost
Plan work with tasks, dependencies and Gantt charts, record time with timesheets, and see cost, revenue and margin from the purchases, sales orders and invoices booked to each project.
Direct answer
What is ERPX Projects?
ERPX Projects is the project management and project costing module of the ERPX cloud ERP. It plans work with tasks, dependencies, teams and Gantt charts, and records time with timesheets. Purchases, expenses, sales orders and invoices are booked to the project, so managers can compare planned and actual cost, revenue and margin.
Structured work
Projects, tasks, dependencies, and teams
Delivery evidence
Timesheets, Gantt views, and reports
ERP context
Sales, purchasing, stock, people, and finance
Connected workflow
Project execution stays connected to customers, resources, operations, and finance
These links give project managers operational context while preserving the source record owned by each ERP module.
Customers and Sales
Connect the customer and planned revenue from supported Sales Orders.
Purchase
Retain project context on supported procurement and supplier activity.
Inventory
Associate supported stock activity with the project that consumed it.
People and time
Assign teams and record project- and task-linked worklogs.
Financials
Use Project as a dimension for actual cost, revenue, and margin context.
Connected record
ERPX Projects
One project context carried across delivery, resources, operations, and finance.
Financial perspective
Cost and billing context
Sales and finance records distinguish planned revenue, actual revenue, actual cost, and margin.
Anchored module directory
Every major Projects work area, documented and directly addressable
Jump to the part of Projects your team uses most, from planning and time to cost and reporting.
Capability 01
Workspace, dashboard, and inbox
Find projects needing attention, review portfolio and workload indicators, and see assigned work.
Capability 02
Projects and templates
Create governed project records and reuse templates when delivery follows a repeatable structure.
Capability 03
Project teams and setup
Define teams, project and task classifications, activity types, and reusable setup records.
Capability 04
Tasks and dependencies
Plan tasks, assign ownership, connect dependent work, classify activity, and track progress.
Capability 05
Timesheets and worklogs
Record employee time against projects, tasks, and activities with approval-linked handling.
Capability 06
Three Gantt perspectives
Review planning dates, actual execution dates, and planned-versus-actual timing.
Capability 07
Costing and billing connections
Compare estimated and actual cost, planned and actual revenue, and margin from linked records.
Capability 08
Project reports
Review activity, delays, timesheets, employee activity, assigned tasks, and Gantt analysis.
Inside ERPX Projects
Move from assigned work to schedule and financial review
Real ERPX views connect the work requiring attention with task structure, planned-versus-actual timing, and project financial context.
Work queue
A focused inbox for work requiring attention
Assigned tasks, due-today work, overdue records, and the wider to-do queue stay visible without searching across separate tools.
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Task structure
Task hierarchy inside the project record
Group tasks and dependent work within a project while keeping status, priority, ownership, and schedule fields in one operational view.
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Schedule control
Planned and actual dates on one Gantt timeline
Compare planned dates with actual execution, follow dependent tasks, and review schedule variance in a shared timeline.
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Project finance
Costing and billing context linked to delivery
Review estimated and actual cost, revenue, margin, cost composition, and billing context from the project record.
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Project lifecycle
A continuous path from setup to review and close
- 01
Stage 01
Set up
Define teams, task types, activities, and reusable templates.
- 02
Stage 02
Plan
Create the project, tasks, dependencies, owners, and dates.
- 03
Stage 03
Execute
Progress assigned tasks and record project-linked time.
- 04
Stage 04
Connect cost
Associate sales, purchasing, stock, production, and finance activity.
- 05
Stage 05
Review and close
Use Gantt, activity, delay, workload, time, and cost reports.
Who it is for
Built for businesses that deliver projects and orders
ERPX Projects fits teams whose projects buy materials, use stock, record time and end in an invoice.
Engineering and equipment suppliers
Deliver each machine, installation or system as a project, with materials, time and cost tracked against the order value.
Contract manufacturers
Run customer orders as projects, so purchases, stock issues and production activity carry the project reference.
Services firms
Plan engagements with tasks and teams, record time against each task, and compare effort with what was sold.
Exporters with order-based projects
Follow a large export order from sales order to shipment and invoice, with its cost and margin in one place.
How the module works
One operational thread from intake to review
Each work area has a distinct job, but the project record keeps delivery, time, schedule, and financial context connected.
- 01
Daily work
Workspace, dashboard, and inbox keep attention visible
The Projects workspace brings portfolio indicators, assignments, and records needing attention into a consistent starting point. Dashboards support review, while the inbox helps users find work routed to them.
Capability - 02
Repeatable delivery
Govern projects without rebuilding the same structure
Create project records with dates, ownership, customer context, and classifications. Reusable templates provide a governed starting structure when teams deliver similar work repeatedly.
Capability - 03
Execution
Turn the plan into owned, dependent work
Tasks carry types, activities, assignments, dates, status, and dependencies. That structure gives project tracking software a clearer operational basis than an isolated checklist.
Capability - 04
Time context
Record time where the work happened
Timesheet software is most useful when worklogs retain their project, task, employee, activity, and approval context. ERPX keeps those relationships available for workload and project reporting.
Capability - 05
Schedule analysis
See planned dates, actual execution, and the variance between them
Three Gantt perspectives distinguish the plan from recorded execution and provide a planned-versus-actual view. This helps managers investigate timing without presenting an artificial single version of progress.
Capability - 06
Costing and billing
Connect delivery to planned revenue, actual revenue, cost, and margin
Supported records use Project as an accounting dimension. Planned revenue comes from linked Sales Orders, actual revenue from linked Sales Invoices, and supported expense records contribute to actual cost and margin.
Capability - 07
Review
Reports answer different operational questions
Project activity, delayed task, timesheet, employee activity, assigned task, and Gantt reports cover progress, timing, ownership, time, and portfolio review without collapsing them into one misleading score.
Capability
Category comparison
Connected project management ERP versus a standalone task tool
How a connected project ERP differs from other kinds of project tools.
| Need | ERPX Projects | Standalone task category |
|---|---|---|
| Work structure | Projects, templates, teams, tasks, dependencies, and activities | Usually focuses on work items, boards, or schedules |
| Operational links | Sales, Purchase, Inventory, Manufacturing, HR, and Financials context | Operational and accounting records commonly remain in separate systems |
| Time and schedule | Project-linked timesheets plus planned, actual, and comparison Gantt views | Feature depth varies by tool and integration |
| Financial context | Supported planned revenue, actual revenue, actual cost, and margin links | Typically requires integrations or external reporting |
Operational fit
Connected project management for teams ready to scale delivery
Where ERPX Projects adds value
- Businesses that deliver customer projects or orders and need cost, revenue and margin per project
- Project managers who need tasks, timesheets, schedule and cost in one record
- Teams delivering similar work repeatedly that benefit from templates and structured reporting
What helps teams get the most from it
- Teams moving beyond spreadsheets or personal task lists to project records linked to purchasing and invoicing
- Organizations ready to book purchases, expenses and time to a project consistently
- Project leaders ready to define ownership, reusable project structures and reporting responsibilities
Product documentation
Open the task-level guide for each major work area
The documentation covers setup, fields, transactions, views, and reports in the live ERPX product.
Follow project activity into finance
Explore invoicing, journals, reconciliation, budgets, closing, and reports in ERPX Financials.
Explore ERPX Financials Explore employee timesheetsConnect projects to orders and shipments
Planned revenue starts with the sales order, cost comes from purchasing and stock, and export orders continue into shipping documents.
Buyer questions
Projects questions from ERP buyers
What is ERPX Projects?
ERPX Projects is the project management module of the ERPX cloud ERP. It covers projects and templates, project teams, tasks with dependencies, timesheets, three Gantt views and project reports. Because it runs inside the ERP, the same project can be referenced on sales orders, purchases, stock movements, expenses and invoices, which gives each project a cost and margin view.
Can I track time and cost per project?
Yes. Employees record timesheets and worklogs against a project, task and activity type. On the cost side, purchase invoices, material consumption and expenses that carry the project as their accounting dimension add to actual cost. The Costing & Billing tab on the project compares estimated cost with actual cost, revenue and margin.
Does it include Gantt charts?
Yes. The Project Gantt Chart shows each task on a timeline with its planned dates and dependencies. You can drag and resize tasks, and ERPX blocks changes that would break a dependency. Actual and planned-versus-actual views, which compare the plan with recorded task dates, are available as additional analysis views.
Can projects link to purchases, sales orders and invoices?
Yes. Planned revenue comes from sales orders linked to the project, and actual revenue from linked sales invoices. Purchase invoices, material consumption and expenses booked to the project add to actual cost. The Links tab on the project lists these connected documents, and each figure can be traced back to its source transaction.
Is it suitable for engineer-to-order manufacturers?
It suits manufacturers that deliver each order as a project, such as engineering and equipment suppliers. The project holds the tasks, team, schedule and time, while purchases, stock issues and supported production activity carry the project reference. That gives a running cost against the sales order value for each order.
How is it different from a standalone project tool?
A standalone project tool is often the better choice for teams that only need task boards and collaboration. ERPX Projects is designed for businesses whose projects buy materials, use stock and send invoices. Because those records are already in the ERP, cost, revenue and margin come from real transactions rather than from imports or manual updates.
See ERPX Projects
Bring one of your recent projects.See its real cost in ERPX.
Bring a recent project or order. We will show how its tasks, time, purchases and invoices come together in ERPX Projects.
Pick a workflow from
- Projects
- Sales
- Inventory
- Finance