YousrERP User Guide
Introduction Setup
Accounting Buying Selling & CRM Stock / Inventory Manufacturing Assets Quality Projects ZATCA E-Invoicing
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Projects Overview

The Projects module in YousrERP helps you plan, track, and bill projects. Whether you're managing internal initiatives or client projects, you can monitor costs, timelines, and profitability.

Key Project Features

  • Project Planning: Define scope, timeline, and tasks
  • Task Management: Assign and track tasks with dependencies
  • Timesheets: Record time spent on project activities
  • Project Costing: Track costs (labor, materials, expenses) against budgets
  • Customer Billing: Bill customers based on time or milestones
  • Gantt Charts: Visual timeline view of project tasks
  • Kanban Board: Drag-and-drop task management

Project Process Flow

Project Template โ†’ Project โ†’ Tasks โ†’ Timesheets โ†’ Billing โ†’ Completion
Section Description
Tasks Create and manage project tasks
Timesheets Track time spent on activities
Project Template Create reusable project templates
Project Type Categorize projects

Start with the Project master to create a new project.