Projects & ERP
Project planning, task assignment, timesheet logging, budget tracking, resource allocation, contracts, and client onboarding checklists.
How Projects & ERP Works
Projects, tasks, milestones, timesheets, budgets, and how ERP connects to billing, HCM, CRM, and contracts.
How ERP Services, Contracts & Billing Connect
Learn how the ERP service catalogue, contracts, and recurring billing work together so a single service definition flows automatically through to monthly revenue.
Create a Project
Set up a new project with phases, milestones, and team assignments.
Log Timesheets
Submit weekly timesheets against projects and tasks.
Manage Budgets
Set project budgets and track spend against planned costs.
Assign Resources
Allocate team members to project tasks and check for conflicts.
How to Set Up a Managed Service and Assign it to a Client
Create a service in the ERP catalogue, assign it to a client company, and let Plenix handle the contract and recurring billing automatically.
Reading ERP Analytics
Portfolio status, budget burn and logged hours across projects.
Customer Onboarding Projects
Run a structured checklist to take each new client live.
Project Tasks
The units of work inside a project, and how logged time flows on.
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