RockifyERP Knowledge Base
Projects
25 step-by-step RockifyERP guides on projects. Choose a guide to get started.
Guides in this section
- Projects in RockifyERPThe Projects module in RockifyERP plans work, tracks tasks and time, and shows whether each project is making money.
- Get started with projectsSet up RockifyERP projects in a few steps.
- Project settingsProjects Settings control timesheet rules in RockifyERP, such as preventing overlapping time entries.
- Project typesProject types classify projects in RockifyERP, such as Internal, External or Construction.
- Project templatesProject templates in RockifyERP create a project's standard tasks automatically.
- Activity typesActivity types describe the kind of work logged on timesheets in RockifyERP, such as Design, Site Visit or Installation.
- Activity costsActivity costs in RockifyERP set the hourly cost and billing rate for a specific employee and activity.
- Create a projectA project in RockifyERP groups the tasks, time and costs for one job.
- TasksTasks in RockifyERP break a project into work items with owners, dates and dependencies.
- Project viewsRockifyERP shows tasks as a list, a Kanban board or a Gantt chart.
- Project updatesProject updates in RockifyERP collect short progress notes from the team on a schedule.
- Share projects with customersCustomers can see their project's progress in the RockifyERP customer portal.
- Time trackingTime tracking in RockifyERP records how long people spend on tasks, for costing, billing and payroll.
- TimesheetsTimesheets in RockifyERP record who worked on what, and for how long.
- Pay staff by time workedFor staff paid by the hour, RockifyERP can calculate pay from submitted timesheets.
- Invoice clients from timesheetsBill clients for time worked by creating a sales invoice straight from timesheets in RockifyERP.
- Salary slip from timesheetsRockifyERP can build a salary slip from an employee's timesheets for the period.
- Timesheets on work ordersIn manufacturing, RockifyERP records time against work orders and operations through timesheets or job cards.
- Use the timerThe timer in RockifyERP timesheets records time as you work, so you don't have to remember later.
- Project costingRockifyERP collects all costs against a project: purchases, expenses, materials and labour.
- Project profitabilityThe project profitability report in RockifyERP compares billed income with costs for each project.
- Project expensesCharge staff expenses, such as travel or fuel, to a project in RockifyERP through expense claims.
- Project reportsRockifyERP project reports show progress, time and costs.
- Colour your Gantt chartColour tasks in the RockifyERP Gantt chart to make phases or teams easy to see.
- Assign many tasks at onceAssign several project tasks to a person in one go in RockifyERP.
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