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ERP & Project ManagementProject Management & ERP Software

Projects, timesheets, contracts, and budgets โ€” all linked to billing.

End-to-end project delivery from scoping through delivery and billing. Resources are allocated against budget, time is tracked to the minute, and every billable hour flows into the next invoice.

5
Sub-modules
6
Module integrations
30
Features

SUB-MODULES

Everything inside ERP & Project Management.

๐Ÿ—‚๏ธ

Projects

Full project management with phases, milestones, dependencies, and risk tracking.

  • โœ“Project phases & milestones
  • โœ“Task dependencies (Gantt)
  • โœ“Risk register & status flags
  • โœ“Project health dashboard
  • โœ“Client-facing project portal view
  • โœ“Gantt chart export
โฑ๏ธ

Tasks & Timesheets

Task assignment with time tracking that feeds directly into billing.

  • โœ“Task assignment with due dates
  • โœ“Timer-based time entry (start/stop)
  • โœ“Manual time entry with activity code
  • โœ“Timesheet approval workflow
  • โœ“Billable vs non-billable distinction
  • โœ“Timesheet export for client review
๐Ÿ“

Resources & Budgets

Allocate team members to projects and track spend vs budget in real time.

  • โœ“Resource allocation matrix
  • โœ“Availability calendar
  • โœ“Burn rate vs budget tracking
  • โœ“Over-budget alerts
  • โœ“Budget revision history
  • โœ“Earned value analysis
โœ๏ธ

Contracts

Statement of work, fixed-fee, and T&M contracts with renewal alerts.

  • โœ“Fixed fee, T&M, and retainer contract types
  • โœ“Statement of work attachment
  • โœ“Contract renewal alerts
  • โœ“Value vs drawn-down tracking
  • โœ“Contract status pipeline
  • โœ“Linked to CRM company record
๐Ÿš€

Onboarding

A guided, keyboard-first checklist for taking on a new client, with credentials, devices, photos and sign-off in one place.

  • โœ“Reusable checklist templates you can customise
  • โœ“Any number of logins or devices per item
  • โœ“Passwords saved straight to the Credentials Vault
  • โœ“Photos and files on any item
  • โœ“Progress by section, target go-live date and overdue flags
  • โœ“Sign-off with a handover report

REAL-WORLD WORKFLOWS

See it in action.

LIVE FLOW

Project Delivery โ†’ Invoice

Time logged on tasks becomes an invoice line automatically.

1
ERPProject scoped

Project created with phases, budget, and resource plan

2
ERPTime tracked

Engineers log time on tasks throughout delivery

3
BillingInvoice run

Monthly billing run picks up billable time entries per project

4
AccountingRevenue recognised

Invoice posted; revenue recognition rule runs on delivery

QUESTIONS

ERP & Project Management, answered.

What is Plenix Cloud ERP & Project Management?

End-to-end project delivery from scoping through delivery and billing. Resources are allocated against budget, time is tracked to the minute, and every billable hour flows into the next invoice.

What does ERP & Project Management include?

ERP & Project Management covers Projects, Tasks & Timesheets, Resources & Budgets, Contracts, Onboarding. Full project management with phases, milestones, dependencies, and risk tracking.

Which Plenix Cloud plan includes ERP & Project Management?

ERP & Project Management is included in every Plenix Cloud plan, starting with Starter. See the pricing page for current prices.

Does ERP & Project Management work with the rest of the business?

Yes. ERP & Project Management runs on the same database as every other Plenix Cloud module, so it shares records with Billing, CRM, Accounting, Calendar, Credentials Vault, HCM without exports, imports or third-party connectors.

Project Management & ERP Software โ€” ERP & Project Management | Plenix Cloud