August 10, 2018

ERP next for Construction

Project

The project is an individual or collaborative enterprise, possibly involving research or design, that is carefully planned, usually by a project team, to achieve a particular aim

In ERPNext, Project management in is Task driven. You can a create Project and divide into multiple and assignable Tasks.

Project

Managing Tasks

The project is generally has a broader scope, and hence not assignable to an individual. Hence, you can divide the Project into multiple Tasks. These can be assigned to an individual and tracked better.

These Tasks can be created from a Project itself or a Task can be created separately as well.

Project

Task Completion

You can also track % Completion of a Project using different methods.

  1. Task Completion
  2. Task Progress
  3. Task Weight

Project 2

Some examples of how the % Completion is calculated based on Tasks.

Project 3

Project 4

Project Costing

The Project Costing section helps you track the time, expenses and purchases incurred against the project.

Project - Costing

  • The Total Cost is composed of the costing amount from timesheets, the total cost of expense claims and the total cost of purchase invoices created against this project.
  • The Gross Margin is the difference between Total Billed Amount and the Total Cost Amount for this project.

Gantt Chart

ERPNext gives you an illustrated view of tasks scheduled for that project in Gantt Chart View.

  • To view Gantt chart against a project, go to the Task list and Apply filter on the Project.

Project Gantt

 

 

Stock

Distributors have large part of their net worth is invested in the stock in hand. With ERPNext, you can always keep a birds eye view on your stock availability, replineshment, procurement and sales.

ERPNext Stock

Distributors need to be on the top of their game always. From procuring the products to providing after-sales support for the same, they are an important part of the supply-chain.

Material Flow

There are three main types of entries

  • Purchase Receipt: Items received from Suppliers against Purchase Orders.
  • Stock Entry: Items transferred from one Warehouse to another.
  • Delivery Note: Items shipped to Customers.

ERPNext Healthcare

 

Human Resources

The Human Resources (HR) Module covers the processes linked to managing a team of co-workers. Most important feature here is processing the payroll by using Payroll Entry to generate Salary Slips. Most countries have complex tax rules stating which expenses the company can make on behalf of the Employees. There are a set of rules for the company to deduct taxes and social security from employee payroll. ERPNext allows to accommodate all types of taxes and their calculation.

It also maintains a complete employee database including contact information, salary details, attendance, performance evaluation, and appraisal records.

Topics

  1. Payroll
  2. Appraisal
  3. Loan Management
  4. Training
  5. Recruitment
  6. Shift Management
  7. Fleet Management
  8. Daily Work Summary
  9. Human Resources Reports
  10. Human Resource Setup
  11. Setup
  12. Articles
  13. Employee And Attendance
  14. Employee Lifecycle
  15. Leaves And Holiday
  16. Travel And Expense Claim