Project Costing

ERPNext
1

Dears;

Thank you for this great open source software.
We are evaluating ERP Next to decide if it is suitable for our business or not.
Our requirements are very simple but so far we tried many open source software and we were not able to achieve it.

  • We have to create a project.
  • Break down the project to tasks.
  • Create a budget and link it to the tasks: for each task we need to define: estimated hours, estimated materials, estimated expenses.
  • Now: whenever we create a Purchase Order we have to select the project and task. If the cost is within the available budget we proceed otherwise we have reject the PO for further approval. Also whenever an accountant posts a financial entry he has to select the project and task.
  • Then we have to show a report that shows the project and tasks budget vs actual.

Most of software that we tried allows us to create project and tasks but it don’t assign materials or expenses to tasks - only time -. Then whenever we create a PO it only link to Project not tasks and there are no budget validation.

Could ERP Next help us in this scenario?

Regards,

2

Hi,

You will have to customize to meet your needs. The material and costing are done at the project level right out of the box but it can be extended to do it at the task level with customizations.

3

Hi Gellati,
Did you ever make progress with these?

    • Break down the project to tasks.
  2. Create a budget and link it to the tasks* : for each task we need to define: estimated hours, estimated materials, estimated expenses.

Regards