Projects & ERP

How Projects & ERP Works

Projects, phases, milestones, tasks, 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 a budget for each project, split it into categories and watch committed and actual spend.

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.

Client Onboarding

Take on a new client with a guided checklist: record logins straight into the Credentials Vault, list their equipment, attach photos, and sign off with a handover report.

Project Tasks

The units of work inside a project — assignees, dates, attachments and time — and how logged time flows on.

Project Templates

Save a project as a template and start new projects from it with phases, tasks and timings in place.

Change Orders

Record changes to a project’s scope, cost and timing, and apply them to the budget, end date and contract once approved.

Returns (RMA)

Log customer returns, receive goods back into stock and finish with a credit note or replacement.

Capacity Planner

See who is booked on what, week by week, against their available hours and approved leave.

Portfolio and Earned Value

Score every active project on cost and schedule, and forecast its final cost and finish date.

Work Boards

Flexible boards for any team: columns, seven views, automations, intake forms, members, import and export.

Timesheets

Fill in your week in one grid, hand it in for approval, approve or send back time, see your team utilisation and the approved billable time still to invoice.

Sales Orders and Fulfilment

Take orders from deals or quotes, check credit, pick, pack, ship and invoice.

How ERP Reports Work

Canned reports, a scoped custom report builder, and scheduled email delivery for ERP data.