Projects
The Projects module is the shared workspace for planning work, assigning tasks, recording time, and seeing the operational and financial result of each project.
How Projects is organized
In normal use, first complete Setup and build the Project Team hierarchy, then create a Project, assign its team, and add its Tasks. Team members record work in Timesheets, while managers use the Workspace, Costing & Connections, and Reports to review progress and results.
| Area | Use it for |
|---|---|
| Overview | Quick counts for open, completed, cancelled, overdue, over-budget, and high-priority projects |
| Dashboard | Charts and measures for project health, task status, time, billability, cost, completion, and team workload |
| Inbox | Your due-today, overdue, and pending assigned documents |
| Project Team | Build the org-wide hierarchy of people and groups available for assignment |
| Project | Create the project, assign its team, maintain its tasks, review costing, and open connected records |
| Task | Plan, assign, sequence, link, remind, and complete individual pieces of work |
| Project Template | Reuse an ordered set of task templates |
| Timesheet | Record an employee’s activities for one day |
| Reports | Analyze project activity, schedules, delays, and employee time |
Recommended first-time flow
- Complete Setup and build the Project Team hierarchy.
- Create reusable task templates and a Project Template if the work repeats.
- Create a Project and assign its Project Team.
- Add, link, sequence, and assign Tasks.
- Check the schedule in Project Gantt Chart.
- Record daily work in Timesheets.
- Review Costing & Connections, then use Reports.
What you can see and change depends on your subscription and role capabilities. A missing tile, action, or tab may be a permission issue rather than missing data.
Browse the guide
Project teams, types, activities, and reusable templates.
Overview, Dashboard, and Inbox for daily project monitoring.
Create projects, choose progress methods, assign a Project Team, and reuse plans.
Task fields, statuses, dependencies, List, Kanban, and Graph views.
Daily activities, billable time, and submission and approval.
Plan dates, drag schedules, inspect dependencies, and export.
Project cost, revenue, margin, and connected business records.
Activity, delayed tasks, timesheets, and employee activity.
Statuses at a glance
| Record | Available statuses |
|---|---|
| Project | Open, Completed, Cancelled |
| Task | Draft, Open, Working, Completed, Cancelled, Overdue |
| Timesheet | Draft, Submitted, Approved, Rejected, Revision |
Overdue is maintained by the system for tasks. It is visible in lists, Kanban, dashboards, and reports, but users do not select it as a normal status change.
Frequently Asked Questions
How is a project's Actual Cost calculated across its connected records?
Total Actual Cost is drawn from connected expenses, Purchase Invoices, and material consumption linked through the project's accounting dimension — a document only counts when it carries the Project dimension, not just a matching customer name or description.
How does ERPX determine who can view a given project?
A user sees a project if they created it, or if they — or someone they manage — is an active Project Team member, unless their role holds the View All Projects capability.
Who is eligible to be added to a Project Team, and does assigning one add members or replace the whole team?
Only active users holding the Project Manager, Project Officer, or Admin role can be linked as a Project Team member, and each can belong to only one record. Assigning a team to a project replaces the whole membership — whatever is selected when you click Assign becomes the complete list, and anyone left unselected is removed.
How are task dependency conflicts resolved across a project?
ERPX validates dependencies system-wide: it rejects a task depending on itself, duplicate or circular dependencies, cross-project mismatches, and any ordering that would let a dependent task start before its prerequisite allows.
What's the difference between ERPX's Gantt Chart views?
Only Project Gantt Chart is documented for production navigation. The application also contains Project Actual Gantt Chart and Planned vs Actual Gantt Chart routes, but their report tiles are currently hidden and not part of normal navigation.