Project Management

Project management in AI-native ERP goes beyond task tracking. It connects your projects to your financial data -- budgets, time tracking, expense allocation, and revenue recognition -- so you can see not just whether a project is on schedule, but whether it is profitable.

Project Setup#

Each project captures the essential planning information: name, description, customer, budget amount, currency, start and end dates, and project type (consulting, development, implementation, or custom). Projects can be linked to customers for client-facing work, or left internal for operational initiatives.

Projects exist at the organization level and can be assigned to specific legal entities for financial tracking. This means a single project can span multiple entities while maintaining proper accounting segregation.

Team and Task Management#

You can assign employees to project teams with specific roles (project manager, team lead, developer, analyst, or custom roles). Each team member has a billing rate that determines how their time translates to project revenue or cost.

Projects break down into milestones and tasks. Milestones represent significant deliverables with target dates and completion status. Tasks are the individual work items within milestones, assignable to team members with estimated hours and priority levels. This structure supports both agile and waterfall project management approaches.

Time Tracking#

Time entries record the hours team members spend on project activities. Each entry captures the employee, date, hours, billing type (billable or non-billable), and description. Time entries flow through approval workflows before they affect project financials.

Approved time entries feed into project cost calculations (hours times the employee's cost rate) and billing calculations (hours times the billing rate). You can compare estimated hours against actual hours at the task, milestone, or project level to track productivity and forecast completion.

Financial Analysis#

Project budgets let you plan costs by category (labor, materials, travel, subcontractors). As expenses are allocated and time is logged, you can compare actual costs against budgeted amounts. Revenue allocations track the income side, giving you a complete view of project profitability.

The financial data integrates with dimension-based reporting, so project costs appear in your income statement segmented by the project dimension. You can answer questions like "What was our total consulting revenue by project this quarter?" directly from your financial reports.