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Projects and services

Run projects with tasks people can see and finish

Everyone knows who does what by when, and managers see project status at a glance.

SmartERP Project: Projects
Real SmartERP screen with sample data: Projects.

The problem

What goes wrong without it

Project tasks live in chat messages and personal lists. Deadlines slip because nobody sees the whole picture.

The solution

How Project works in SmartERP

Project organises work into projects and tasks on a kanban board with stages, deadlines, assignees and discussion on each task, and feeds billable time into invoicing.

Main features

What you can do with Project

Projects and tasks

Tasks with assignee, deadline, priority and description.

Kanban stages

Drag tasks across stages for a live project board.

Sub-tasks and dependencies

Break work down and order it.

Collaboration on the task

Discuss and attach files on the record.

Customer visibility

Share selected projects with customers through the portal.

Agile boards

Stage-based boards for sprint-style work using the standard project stages.

Workflow

How the work flows

Each step hands its data to the next, so nothing is typed twice.

Project

Define scope and team.

Tasks

Break down and assign.

Execution

Move tasks across stages.

Time

Log time on tasks.

Invoice

Bill from timesheets or fixed price.

Screenshots

The real application

Captured from a running SmartERP system with synthetic sample data.

SmartERP Project: Projects
Real SmartERP screen with sample data: Projects.
SmartERP Project: Tasks on a project board
Real SmartERP screen with sample data: Tasks on a project board.

Roles

Who uses Project

Project manager

Plans tasks and monitors progress.

Team member

Works tasks and logs time.

Customer

Follows shared projects in the portal.

Integrations

What it connects to

Works with Timesheets (hours), Sales (project from order) and Accounting (invoicing). Custom delivery-governance tooling is available only through implementation.

All integrations and their status

Availability and pricing

How to get Project

Available

Part of the SmartERP cloud service. It is included in the plans and industry editions shown on the pricing page; there is no separate price for this application.

FAQ

Questions about Project

No. The standard cloud service includes the stock SmartERP Project application. Advanced governance and sprint tooling is delivered through implementation.

Next step

See Project in action

Book a guided demo, or start a trial workspace and try it yourself.