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📋 Projects

Projects

Deliver projects on time, on budget, and on record.

Overview

What Projects does for your business

ZhiftERP Projects tracks time, tasks, resources, expenses, and profitability across client projects. It integrates with CRM, Accounting, and HR so projects flow naturally from deals to invoices.

Whether you’re managing a software sprint, construction project, or consulting engagement — the module adapts to your workflow.

  • Project templates with task hierarchies
  • Gantt chart planning & dependency tracking
  • Task assignment & priority management
  • Timesheet entry linked to tasks & billing
  • Expense claims attached to projects
  • Project budgets & actual cost tracking
  • Milestone billing & retainer management
  • Resource allocation across multiple projects
  • Customer project portals
  • Project profitability dashboards
  • Integration with CRM opportunity pipeline
  • Recurring task templates
Key Capabilities
GanttVisual planning
Time-to-invoiceAutomated
BudgetVariance alerts
PortalClient access

Ready to explore Projects?

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