Project Reports in ERPNext

Guide

There are different reports in ERPNext to monitor the progress of a project. Keeping track of the status of a project related to timeline and billings are essential in order to make it successful.

A. Project Billing Summary

This report will list all bills per project and employee. Employee timesheets assigned as billable will be displayed here.

  1. Login to ERPNext

  2. Go to Projects

  3. Under Reports, click Project Billing Summary.

B. Daily Timesheet Summary

This report displays the employee timesheets submitted by the employees under the project.

  1. Login to ERPNext

  2. Go to Projects

  3. Under Reports, click Daily Timesheet Summary.

C. Project wise Stock Tracking

This report displays stock related transactions related to the projects.

  1. Login to ERPNext

  2. Go to Projects

  3. Under Reports, click Project wise Stock Tracking.