Module guide
Projects & Tasks
Create a project, define tasks and responsibilities, and set dates and dependencies. Record progress, time and linked commercial activity. Review the project filters when comparing delivery status and financial results.
How this module fits your work
Create a project, define tasks and responsibilities, and set dates and dependencies. Record progress, time and linked commercial activity. Review the project filters when comparing delivery status and financial results.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Dashboards
- ProjectsWorkspace · Dashboards
Projects, tasks & configuration
- ProjectRecord page · Projects, tasks & configuration
- Project UpdateRecord page · Projects, tasks & configuration
- TaskRecord page · Projects, tasks & configuration
- TaskWeb form · Projects, tasks & configuration
Setup & Templates
- Project TemplateRecord page · Setup & Templates
- Project TypeRecord page · Setup & Templates
- Projects SettingsSettings page · Setup & Templates
- Task TypeRecord page · Setup & Templates
- Activity TypeRecord page · Setup & Templates
Reports
- Daily Timesheet SummaryReport · Reports
- Delayed Tasks SummaryReport · Reports
- Project SummaryReport · Reports
- Project wise Stock TrackingReport · Reports
- Timesheet Billing SummaryReport · Reports
Time & costing
- Activity CostRecord page · Time & costing
- TimesheetRecord page · Time & costing
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.