Projects, Timesheets & Billing
Plan projects, record time, bill clients and track profit.
Part of ERPNext Project Manager learning path
Take these first
This course builds on other courses. You can still start now.
Coming soon
We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Explain what a project tracks and how it links to sales and costs
- ✓Break work into tasks with dependencies, and reuse plans with project templates
- ✓Record time on timesheets and cost it with activity costs
- ✓Bill clients from timesheets
- ✓Track project costing and profitability
- ✓Handle client issues within agreed service levels
- ✓Plan and record maintenance schedules and visits
- ✓Report progress, hours and profit by project
Course Content
8 lessons when complete · 0 live now
- 1Coming
Projects in ERPNext
What a project tracks and how it links to sales and costs.
- 2Coming
Tasks, Dependencies and Templates
Break work down and reuse project plans.
- 3Coming
Timesheets and Activity Costs
Record time and what it costs.
- 4Coming
Billing Clients from Timesheets
Turn recorded time into invoices.
- 5Coming
Project Costing and Profitability
Know whether a project makes money.
- 6Coming
Support Issues and Service Levels
Handle client issues within agreed response times.
- 7Coming
Maintenance Schedules and Visits
Plan and record service visits.
- 8Coming
Project Reports
Progress, hours and profit by project.
About This Course
Service work only pays when time is recorded and billed. This course shows you how to plan projects, record time, bill clients and track profit in ERPNext.
You'll set up projects and break work into tasks with dependencies and reusable templates. You'll record time on timesheets with activity costs, turn that time into invoices and see whether each project makes money. You'll also handle client issues within agreed service levels and plan maintenance visits.
You finish with project reports on progress, hours and profit.
Prerequisites
- •Getting Started with ERPNext
- •Customers, Suppliers & Items
Who This Course Is For
- →Project managers and project coordinators
- →Consultancies, agencies and service firms that bill for time
- →Service and support managers
- →Finance staff who invoice projects
8 more lessons are being recorded. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 3h 20m of video when complete
- 🎬8 lessons, 0 live now
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.