Project Module Implementation

ERPNext
1

We are planning to implement project module. In this, we have to manage the project by module wise against each project.

  1. Each module has multiple milestones, milestones have activities. For the activities we are purchasing materials based on activity.

  2. Each activity has budget and module, and milestone budget will be calculated based on activities and materials purchased.

  3. And my activities have dependencies on other activities. for this i have to map dependencies and also responsible matrix for every activity.

  4. All activities have a separate timeline in days.

The above are my functional things, for this i need like tool to map activities, adding responsibility matrix, qty and budget.

Based on the above functionalities, I need a tracker to track my activity levels.

Looking forward all possibilities by ERPNext.

2

Hi

You can achieve all those by following the lines;

  1. Under a Project, Task can be replicating deliverables for all activities and milestones. You can define them as parent or child in Task Tree with timeline which is validated for the overall timeline of the project as well.

  2. For each task, you can define budget provided you have set accounting dimension for task doctype for which you can set budget to have better control over all itemized and non itemized expense for each task.

  3. All child tasks under a parent task automatically controls dependencies as per task tree. The additional dependencies can be added in dependency child table in each task as well.

  4. Each parent and child task have timelines under the project timeline as well. The overall project time line is also validated for each task timeline too.

Based on Tasks, The selling, procurement and manufacturing is controlled dynamically both for itemized and non itemized transactions.

Hope help you get what you want out of Project Module.

3

Great Insight! Exactly we need to implement like this by custom doctype’s. But still we are looking some greater flow ideas.