Projects
Project, Task, Timesheet and Activity Cost — the source of billable time and project costing.
Project, Task, Timesheet and Activity Cost — the source of billable time flowing into Sales Invoice.
What it does
Projects is the costing and time-tracking layer. A Project groups Tasks (with dependencies and a Gantt view) and collects cost from every direction: Timesheets for labour, stock issues for material, and expense claims and purchase invoices tagged with the project. Billable timesheet rows flow straight into a Sales Invoice, and every GL Entry can carry a project so profitability is reportable without leaving the ledger.
Key features
- Project and Task — nested tasks, dependencies, expected vs actual dates, and percent-complete by task or time.
- Project Template — reusable task structures for repeatable engagements.
- Timesheet — per-activity time logs with billable and costing rates, driving Sales Invoice creation.
- Activity Type / Activity Cost — per-employee or per-department billing and costing rates.
- Costing — gross margin from total billed amount against material, labour and expense cost.
- Project Update — periodic status snapshots shared with the team.
Entity relationships
Each diagram below is one connected cluster of entities. Edges are labelled with the fieldname that carries them — see relationship notation for how to read the crow’s feet.
Project
Project groups planned work, tasks, updates, users, activities, and timesheet costs under one delivery and costing context.
Direct pairs
Entity pairs whose only intra-module relationship is to each other.
Document composition
Parent documents and the child tables they own.
| Parent | Table field | Child table | Req |
|---|---|---|---|
| Project | users |
Project User | |
| Project Template | tasks |
Project Template Task | yes |
| Project Update | users |
Project User | |
| Task | depends_on |
Task Depends On | |
| Timesheet | time_logs |
Timesheet Detail | yes |
Entity reference
Transactions
2 entities — submittable business documents that post ledger entries.
Masters
7 entities — reference data with an independent lifecycle.
Child tables
4 entities — row sets owned by exactly one parent document.
Related modules
Accounts
The financial core — Chart of Accounts, GL Entry, invoices, payments, taxes, budgets and the receivable/payable ledgers.
Selling
Customer, Quotation and Sales Order — the order-to-cash chain up to the point a Delivery Note or Sales Invoice is raised.
Manufacturing
BOM, Production Plan, Work Order and Job Card — planning and executing production against stock.
Support
Issue tracking with Service Level Agreements, issue types, priorities and warranty claims.