Project progress with limit hours and progress % by timespent

ERPNext Project Management
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1

We are a service-based IT company transitioning to ERPNext. We are currently struggling to map our billing workflows to the Project and Timesheet modules. We have an specific scenarios that we can’t figure out how to track effectively:

1. Pre-paid Hour Packs (Drawdown model): We sell packs (e.g., 10 or 20 hours) at a discounted rate. The customer pays upfront, and we need to “draw down” from this balance as we log Timesheets.

How can we visually track the “remaining hours” or “consumed hours” against a prepaid balance within a Project or Customer dashboard? We noticed Project progress is usually based on Task completion %, not on a budget of hours vs. actual Timesheets.

Thank for you help and time!

2

Use one Project per prepaid hour pack.

  • Add custom fields on Project:

    • Purchased Hours

    • Consumed Hours

    • Remaining Hours

  • Link all Timesheets to that Project.

  • Calculate consumed hours from Timesheets using a Server Script/custom script.

Formula:

Remaining Hours = Purchased Hours - Timesheet Hours

This gives a simple drawdown model and lets you track prepaid balance directly from the Project.

3

Thanks!

I will try your solution.