ERP Projects Module Training
Defining projects, tasks, time tracking, project costing and billing, and progress reports.
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About this training
Defining projects, tasks, time tracking, project costing and billing, and progress reports.
- Creating a Project
- Tasks
- Timesheets
- Project Costing
- Project Billing
- Progress and Reports
Training outline 6 lessons
1Creating a Project
1. Create a Project with name, customer, start and end dates.
2. Set the project manager and cost center.
3. Enter the estimated budget.
4. Use a Project Template for repeated projects.
The video and file for this session will be added soon.
2Tasks
1. Create Tasks for the project and assign them.
2. Set priority, due date and expected time.
3. Define task dependencies and sub-tasks.
4. Update status from open to completed.
The video and file for this session will be added soon.
3Timesheets
1. Create a Timesheet and log hours against each task.
2. Mark billable hours.
3. On submit, labour cost is added to the project.
The video and file for this session will be added soon.
4Project Costing
1. Select the project on purchase invoices, expense claims and stock entries.
2. Material, labour and purchase costs add up on the project.
3. See the project's gross margin.
The video and file for this session will be added soon.
5Project Billing
1. Create a Sales Invoice from timesheets or milestones.
2. Select the project so revenue is attributed.
3. Track remaining billable amount.
The video and file for this session will be added soon.
6Progress and Reports
1. View percent complete from tasks or manually.
2. See Project Summary and Time vs Cost reports.
3. Filter overdue tasks.
The video and file for this session will be added soon.