Module 7 of 8 · Configured globally
Work that's billable, trackable.
Tasks, timesheets, billing rates, milestones. Know what every hour costs, what every project earns.
Configured to your business
Tasks + timesheets
Industry defaults
Billable %
Tunability
Margin tracking
What the projects module looks like in your hands.
✦
Projects
ERPNext
⌕
Search◐
Notification⌂
Home▤
Dashboard✦
Project▢
Task▤
Timesheet▦
Billing▤
Activity Activity Log
To-do
Comment
▤
ReportsYL
Yen Liew
yen.liew23@gmail.c…
⌂
Projects
/
Task
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Task
Project ~ Project Falcon
Status ⇅ Open
Assignee ~ Anyone
⊟ Filter 1
×
⇅ Due Date
Active Tasks
14
3 at risk
Hours This Week
1,247
+4% WoW
Billable %
78%
+3 pts
Avg Margin
23%
+1 pt
Tasks · Project Falcon — Go-live Q4
typical · illustrative
To Do 5
Migrate 2024 transactions
Octagon · Go-live
0%
YL
Configure payroll — local rules
Octagon · Go-live
0%
AS
Set up UAT test scripts
Octagon · UAT
0%
NC
In Progress 4
Import opening stock balances
Octagon · Migration
60%
MA
User training — Finance team
Octagon · Training
45%
HL
Build custom sales reports
Octagon · Custom dev
80%
YL
Done 5
Initial workflow discovery
Octagon · Discover
✓
YL
Chart of accounts design
Octagon · Design
✓
AS
Site installation & backup setup
Octagon · Deploy
✓
NC
Blocked 1
Awaiting bank API credentials
Octagon · Integrations
20%
HL
What we configure for you
Project hierarchy + templates
Tasks with assignee + progress
Timesheet with billable / non-billable
Per-task billing rates
Project margin + profitability
Milestone-based invoicing