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Know your project margins
in real time.

Timesheets, costs, and revenue on one page per project. Bill time-and-materials, fixed fee with milestones, or progress-based — all from the same setup. For consultancies, agencies, and IT firms.

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Project

PROJ-2026-ACME-001

Billable hours142.5 h

Direct cost€ 18.200

Revenue€ 28.500

Margin36%

Target margin 30% · tracking ahead

Billing modes

Three ways to bill. One setup.

Time & Materials

Monthly billing

Consolidate the month’s approved timesheets into one invoice per client. Right rate per role and activity. Mark which lines are billable.

Fixed Fee + Milestones

Deliverable-based

Set up milestones with target dates and amounts. Task completion triggers a delivery note and an invoice for that milestone. The customer sees what they paid for.

Progress-Based

Long projects

Invoice a percentage of completion each period. The last-billed baseline prevents double-counting. Useful for builds that run six months or more.

Projects bleed margin in places nobody looks.

Time is logged but never re-priced. Costs are real but never tied to the project. Invoicing happens in a separate spreadsheet at month-end. The result: you discover overruns months later. Services work demands real-time project economics, not month-end surprises.

What you get

Hours, costs, billing — one project view.

Real-time project margins

Billable hours, direct costs, and revenue update as the work happens. Open any project and see the margin today, not after month-end.

Timesheet workflow

Consultants log hours against tasks. Approvers see the week. Approved hours feed the next invoice. No re-typing.

Project-specific activity rates

Same activity, different rate per project — standard for consultancies with multiple master agreements. Configurable per project, applied automatically.

Milestone & progress billing

Bill on deliverables or percentage-complete. Each milestone generates the right delivery note plus invoice on completion.

Automated invoicing

Approved hours and completed milestones become draft invoices on a schedule. Review, send, done. No copy-paste from a spreadsheet.

Kanban task planning

Visual task board per project. Drag to in-progress, complete, done. Billing follows the board state.

How a billable hour becomes revenue

Log time. Approve. Invoice. Bank.

Consultant logs hours

Hours against a task on a project, with the right activity. Right rate is picked automatically.

Approver reviews

Weekly approval gates which hours go to invoicing. Edits and rejections stay visible.

Invoice drafted

On the configured cadence, approved hours and reached milestones become draft Sales Invoices.

Sent, paid, posted

Send, customer pays, Payment Entry reconciles back to the project. Revenue and margin update.

Built for

Services firms that bill by the hour or the deliverable.

IT consultancies and agencies

Multi-client, multi-rate, mixed billing modes. The Standard ERPNext Project doctype, sharpened for how services firms actually bill.

Engineering and design firms

Fixed-fee projects with milestones. The milestone is the trigger, the invoice is automatic, the margin is visible.

Managed-services and MSPs

Recurring retainers plus billable change requests. Both modes coexist; the customer sees one invoice; you see the split.

Under the hood

Built on standard Project and Timesheet doctypes.

No parallel data model. We extend ERPNext’s standard Project, Task, and Timesheet doctypes with custom fields and hooks — project-specific activity costs, milestone gates, progress-based invoicing. Reports use ERPNext’s native chart engine. The code is open source. Switching out of ERPNext later? Your data stays in standard tables.

Know your project marginsin real time.