Apps / ERPNext / Projects
Projects
Tasks, timelines, and milestones tied to the job
Run internal or client projects with tasks, timesheets, and milestone billing — connected to the same financial and inventory records as the rest of ERPNext.
No credit card required
[01] What it does
Everything Projects handles
Tasks & milestones
Break projects down and track progress against a timeline.
Timesheets
Log hours against a project and bill or cost them automatically.
Milestone billing
Invoice clients as project stages complete, not just at the end.
Project budgeting
Set a budget per project and track actual spend against it in real time.
Gantt & dependency tracking
See how tasks depend on each other and what a delay actually affects.
Resource allocation
See who's assigned to what across every active project, not just one.
Project profitability
Real-time margin per project, tying costs and billing to the same record.
Client portal access
Clients see project status and shared files without an email thread.
Recurring project templates
Spin up a new project from a template instead of rebuilding the task list.
[02] Who it's for
What changes when you switch
Bill clients by milestone, automatically
Consultancies invoice against project stages rather than a single lump sum at the end.
Run custom orders as tracked projects
Manufacturers running project-based custom orders get their own timeline and budget per job.
[03] Compare
See how Projects stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedReal-time profitability
Costs and billing tied to the same record
Timesheet-to-invoice
Automatic
Client visibility
Portal access, no email thread
Spreadsheets
Real-time profitability
Manual reconciliation after the fact
Timesheet-to-invoice
Manually copied across
Client visibility
Status updates by email
[04] Integrations
ERPNext works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON PROJECTS IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.