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.
SUB-MODULES
Full project management with phases, milestones, dependencies, and risk tracking.
Task assignment with time tracking that feeds directly into billing.
Allocate team members to projects and track spend vs budget in real time.
Statement of work, fixed-fee, and T&M contracts with renewal alerts.
A guided, keyboard-first checklist for taking on a new client, with credentials, devices, photos and sign-off in one place.
MODULE CONNECTIONS
Data flows between modules automatically โ no manual exports, no copy-paste, no middleware.
Timesheets โ invoiceable lines
View module โWon deal โ project auto-created
View module โBudget spend posts to cost centres
View module โMilestones & deadlines sync to calendar
View module โOnboarding logins are saved in the vault
View module โProject time links to employee records
View module โREAL-WORLD WORKFLOWS
Time logged on tasks becomes an invoice line automatically.
Project created with phases, budget, and resource plan
Engineers log time on tasks throughout delivery
Monthly billing run picks up billable time entries per project
Invoice posted; revenue recognition rule runs on delivery
QUESTIONS
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.
ERP & Project Management covers Projects, Tasks & Timesheets, Resources & Budgets, Contracts, Onboarding. Full project management with phases, milestones, dependencies, and risk tracking.
ERP & Project Management is included in every Plenix Cloud plan, starting with Starter. See the pricing page for current prices.
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.