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    Topics

  • Getting Started
    • About This Guide
    • Access Zoho ERP
    • Navigating Zoho ERP
    • Quick Create
  • Set Up ERP
    • Customise Organisation
    • Configure Settings and Preferences
    • Enable Modules
  • Managing Organization & Account
    • Manage Zoho Account
    • Manage Your Organization
    • Plans and Pricing
  • Settings & Configurations
    • Organization
      • Profile
      • Work Locations
      • Branding
      • Designations
      • Custom Domain
      • Departments
      • Locations
        • Overview - Locations
        • Basic Functions in Locations
        • Functions in Locations
        • Other Actions in Locations
    • Users & Roles
      • Users
      • Roles
      • User Preferences
      • Manage Policies
        • Policies
        • Policy Settings
        • Category Limits
        • Mileage
        • Per Diem
        • Rules
        • Audit
    • Taxes & Compliance
      • MSME Settings
      • GST TDS
      • Income TDS
      • e-Invoicing
        • e-Invoicing - Overview
        • e-Invoice Sandbox System
        • Register on the IRP
        • Set up e-Invoicing
        • Functions in e-Invoicing
      • Non Profit Registration
    • Setup & Configurations
      • General
      • Configure Modules
      • Opening Balances
      • Reminders
      • Vendor Portal - Preferences
      • Claims and Declarations
      • Loyalty Program
      • Pay Schedule
      • Statutory Components
      • Salary Components
    • Customization
      • Hosted Payment Pages
      • Record Locking
      • PDF Templates
        • Overview & Categories
        • Template Styles
        • Edit Template
        • Other Actions
      • Email Notifications
      • SMS Notifications
      • Transaction Number Series
      • Web Tabs
      • Reporting Tags
      • Salary Templates
      • Digital Signature
      • Custom Fields
      • Custom Buttons
      • Validation Rules
      • Page Layouts
      • Related Lists
      • Common Module Actions
    • General
      • Employees & Contractors
      • Item Preferences
      • Customers and Vendors
      • Timesheet
    • Inventory
      • Units of Measurements
      • Transfer Order Preferences
      • Stock Counts
      • Packages
      • Shipments
    • Sales
      • Invoices
      • Packing Slips
      • Payments Received
      • Retainer Invoices
      • Delivery Notes
      • Quotes
      • Sales Orders
      • Credit Notes
      • Delivery Challans
      • Sales Receipts
      • Donations
    • Subscriptions
      • General - Subscriptions
      • Billing Preferences
        • Billing Preferences - Overview
        • Metered Billing
        • Usage Billing
        • Prepaid Billing With Drawdown
        • Unbilled Charges
      • Dunning Management
        • Dunning Management - Overview
        • Dunning Rules
      • Cancellation Preferences
    • Purchases
      • Purchase Requests
      • Request for Quotes
      • Purchase Orders
      • Purchase Receives
      • Bills
      • Recurring Bills
      • Payments Made
      • Batch Payments (Vendors)
      • Vendor Credits
    • Customer Portal
      • Portal Preferences
      • MFA in Customer Portal
        • Set Up MFA
      • SSO - Customer Portal
        • Overview & set up
        • SSO with Okta as IdP
        • SSO with OneLogin as IdP
        • SSO with Google as IdP
        • SSO with Microsoft Azure as IdP
        • SSO with Custom Application
        • Troubleshooting
      • Federated Login - Customer Portal
        • Overview & Set Up
        • Set Up Zoho as IdP
        • Set Up Microsoft as IdP
        • Set Up LinkedIn as IdP
        • Set Up Google as IdP
        • Set Up Facebook as IdP
    • Payroll
      • Pay Runs
      • Salary Revisions
      • Payroll Tax Details
      • Configure Accounts
    • Travel & Expense
      • Categories
      • Merchants
      • Expense Reports
      • Expense Types
      • Report Types
      • Advances
      • Petty Cash Accounts
      • Pine Labs Cards
    • Manufacturing
      • Cost Templates
      • Work Center Types
      • Work Center Timings
      • Work Centers
      • Operations
    • Quality
      • Quality Preferences
    • Approvals
      • Approvals-Overview
      • Simple Approval
      • Multi-Level Approval
      • Hierarchical Approval
      • Custom Approval
      • No Approval
  • Home
    • Overview - Home
    • Widgets Pane
      • Overview - Widgets Pane
      • Contextual Chat
      • Tasks
  • Dashboard
    • Overview - Dashboard
    • Contributions Dashboard
    • Receivables Dashboard
    • Procurement & Payables Dashboard
    • Quality Dashboard
    • Distribution Dashboard
    • Travel Dashboard
    • Expense Dashboard
    • Custom Dashboard
  • AI Driven Features
    • AI Features - Overview
    • Ask Zia
    • CoCreate Agent
  • People
    • Employees
      • Employees (Overview)
      • Add Employees
      • Manage Employee Profiles
      • Other Actions in Employees
      • Manage Employee Exits
    • Contractors
      • Contractors (Overview)
      • Other Actions in Contractors
      • Manage Contractor Exits
    • Quality Inspector
    • Shopfloor Staff
      • Create Shopfloor Staff
  • Items
    • Items Overview
    • Items
      • Create Items
      • Import Items
      • Add Opening Stock
      • Advance Inventory Tracking
      • Validate HSN/SAC for Item
      • Items in Transaction
      • Other Actions
    • Bill of Materials
    • Composite Items
    • Plans and Addons
      • Products
        • Products - Overview
        • Understanding Products
        • Creating Products
        • Product Operations
        • Other Actions in Products
      • Plans
        • Plans - Overview
        • Understanding Plans
        • Creating Plans
        • Free Plans
        • Pricing Models
        • Plan Operations
        • Other Actions in Plans
      • Addons
        • Addons - Overview
        • Understanding Addons
        • Creating Addons
        • Advanced Addon Associations
        • Addon Operations
        • Other Actions in Addons
    • Sales Channel Items
    • Coupons
      • Coupons - Overview
      • Understanding Coupons
      • Coupon Operations
      • Coupon Reports
    • Item Categories
    • Price Lists
    • Pricing Widgets
    • QR Code and Barcode Generation
    • Reports
  • Inventory
    • Assemblies
    • Packages
      • Packages Overview
      • Understanding Packages
      • Create Packages
      • Package Geometry
      • Packages - Actions
      • Packages Report
    • Shipments
      • Shipments - Overview
      • Understanding Shipments
      • Create Shipments
      • Shipments - Operations
      • Shipments Report
    • Inventory Adjustments
    • Inventory Adjustments
      • Add Reasons in Inventory Adjustment
      • Adjust Stock For Item
      • Download Adjustment in Inventory Adjustment
      • Types of Adjustments in Zoho ERP
      • Value Adjustment in Zoho ERP
    • Stock Counts
      • Stock Counts - Overview
      • Understanding Stock Counts
      • Create Stock Counts
      • Stock Counts Operations
      • Stock Counts - Report
    • Transfer Orders
    • Picklists
    • Move Orders
    • Putaways
    • Replenishments
  • Customers & Vendors
    • Introduction - Customers and Vendors
    • Create Customers and Vendors
    • Create Transactions
    • Record Payment
    • Customers and Vendors - Functions
    • Customers and Vendors - Operations
    • Customer Hierarchy
  • Manufacturing
    • Manufacturing Order - Overview
    • Understanding Manufacturing Order
    • Create Manufacture Order
    • Job Cards
    • Shopfloor
    • Manufacturing Order Operations
    • Manufacturing Order Dashboard
  • Quality
    • Quality - Overview
    • Understanding Quality Module
    • Quality Templates
    • Quality Rules
    • Quality Inspections
    • Inspection Worklists
    • Quality Module Operations
    • Quality Module - Reports
  • Distribution
    • Distribution - Overview
    • Sales Regions
    • Routes
    • Journey Plans
    • Beats
  • Sales
    • Quotes
      • Quotes - Overview
      • Subscription Quotes
      • Quote Operations
      • Other Actions in Quotes
      • Progress Invoice
    • Retainer Invoices
      • Retainer Invoices - Overview
      • Functions in Retainer Invoices
      • Retainer Invoice Operations
      • Other Actions in Retainer Invoices
    • Sales Orders
      • Sales Orders - Overview
      • Understanding Sales Orders
      • Create Sales Orders
      • Approvals for Sales Orders
      • Sales Order Operations
      • Sales Orders Analytic Reports
      • Sales Order Cycle
    • Dropshipments
    • Backorders
    • Invoices
      • Invoices - Overview
      • Understanding Invoices
      • Create Invoices
      • Sharing Invoices
      • Invoice Payments
      • Invoice Operations
      • Bill Of Supply
      • Invoice Reports
    • Subscriptions
      • Subscriptions - Overview
      • Understanding Subscriptions
      • Create Subscriptions
      • Subscription Operations
      • Advance Billing
      • Proration
      • Renewal Pricing
    • Sales Receipts
      • Sales Receipts - Overview
      • Understanding Sales Receipts
      • Sales Receipt Operations
      • Sales Receipts Reports
    • Delivery Challans
      • Overview - Delivery Challans
      • Understanding Delivery Challans
      • Basic Functions in Delivery Challans
      • Functions in Delivery Challans
      • Delivery Challan Operations
    • Payment Links
      • Payment Links - Overview
    • Payments Recieved
      • Overview - Payments Received
      • Understanding Payments Received
      • Basic Functions in Payments Received
      • Functions in Payments Received
      • Payment Received Operations
      • Payments Received Analytic Reports
    • Sales Returns
      • Sales Returns - Overview
      • Understanding Sales Returns
      • Functions in Sales Returns
      • Sales Returns Operations
    • Credit Notes
      • Introduction - Credit Notes
      • Create Credit Notes
      • Credit Notes - Functions
      • Credit Notes - Operations
    • e-Way Bills
      • Overview - e-Way Bills
      • Generate e-Way Bills
        • Generate e-Way Bills from Zoho ERP
        • Generate e-Way Bills for Gold from Zoho ERP
      • Functions in e-Way Bills
      • Other Actions in e-Way Bills
  • Contributions
    • Funds
    • Donors
    • Donations
      • Donations Overview
      • Understanding Donations
      • Create Donations
      • Donation Operations
  • Sales Channels
    • Retail Store
      • Retail Store - Overview
      • Understanding Retail Store
      • Registers
        • Registers - Overview
        • Configure Registers
      • Payment Methods
        • Payment Methods - Overview
        • Configure Payment Methods
      • Sessions
        • Sessions - Overview
        • Manage Sessions
        • Session Approvals
      • Sales
        • Retail Sales - Overview
        • Process Sales
      • Cash Management
        • Cash Management - Overview
        • Record Cash Transactions
        • Cash Transaction Approvals
  • Purchases
    • Recurring Expenses
      • Overview & Preferences
      • Create Recurring Expenses
      • Other Actions
    • Purchase Requests
      • Purchase Requests - Overview
      • Understanding Purchase Requests
      • Purchase Requests Operations
      • Purchase Requests Analytic Reports
    • Request for Quotes
      • Request for Quotes - Overview
      • Understanding Request for Quotes
      • Create Request for Quotes
      • Approvals for Request for Quotes
      • Publish Request for Quotes
      • Offline Bids
      • Award Request for Quotes
      • Request for Quotes Operations
    • Purchase Orders
      • Purchase Orders - Overview
      • Understanding Purchase Orders
      • Create Purchase Orders
      • Approvals for Purchase Orders
      • Purchase Order Operations
      • Purchase Orders Analytic Reports
    • Purchase Receives
      • Purchase Receives - Overview
      • Understanding Purchase Receives
      • Create Purchase Receives
      • Approvals for Purchase Receives
      • Purchase Receives Operations
      • Purchase Receives Reports
    • Purchase Returns
      • Purchase Returns - Overview
      • Understanding Purchase Returns
      • Create Purchase Returns
      • Purchase Returns Operations
    • Bills
      • Bills - Overview
      • Understanding Bills
      • Create Bills
      • Approvals for Bills
      • Validate Bills
      • Record Payment for Bills
      • Bill Operations
      • Bills Analytic Reports
    • Recurring Bills
      • Recurring Bills - Overview
      • Understanding Recurring Bills
      • Create Recurring Bills
      • Record Payment for Child Bills
      • Recurring Bill Operations
    • Payments Made
      • Payments Made - Overview
      • Understanding Payments Made
      • Record Payments Made
      • Vendor Advances
      • Approvals for Payments Made
      • Payments Made Operations
      • Payments Made Analytic Reports
    • Batch Payments (Vendors)
      • Batch Payments (Vendors) - Overview
      • Understanding Batch Payments
      • Create Batch Payments
      • Record Payments for Batch Payments
      • Batch Payments Operations
    • Vendor Credits
      • Vendor Credits - Overview
      • Understanding Vendor Credits
      • Create Vendor Credits
      • Approvals for Vendor Credits
      • Refunds for Vendor Credits
      • Vendor Credit Operations
      • Vendor Credits Analytic Reports
  • Travel & Expense
    • Trips
      • Trips - 0verview
      • Understanding Trips
      • Manage Booking Process
      • Trips Operations
      • Trips Analytic Reports
    • Expense Reports
      • Expense Reports - Overview
      • Reimburse Expense Reports
      • Expense Report Operations
      • Expense Reports Analytics
    • Advances
      • Advances - Overview
      • Understanding Advances
      • Record Advances for Employees
      • Advances Operations
    • Batch Payments (Expense Reports)
      • Batch Payments (Reimbursements) - 0verview
      • Creating Batch Payments
      • Record Reimbursement for Batch Payments
      • Batch Payment Operations
    • Corporate Cards
      • Corporate Cards - Overview
      • Connect and Assign Corporate Cards
      • Corporate Cards Operations
      • Corporate Cards Analytic Reports
    • Petty Cash Accounts
      • Petty Cash Accounts - Overview
      • Manage Petty Cash Accounts
      • Top-ups
    • Pine Labs Cards
      • Pine Labs Cards - Overview
      • Apply for Pine Labs Cards
      • Pine Labs Cards Tab
      • Manage Top-Up
  • Payroll
    • Pay Runs
      • Pay Runs (Overview)
      • Types of Pay Runs
      • Pay Run Actions
    • Review Salary Revisions
    • Manage Reimbursements
    • Review Proof of Investments
    • Loans
    • Payroll Documents
  • Time Tracking
    • Projects
      • Projects - Overview
      • Functions in Projects
      • Project Operations
      • Other Actions in Projects
    • Timesheet
      • Timesheet - Overview
      • Basic Functions in Timesheet
      • Other Actions for Timesheet
      • Timesheet Operations
    • Timesheet Approvals
      • Internal Approval
      • Customer Approval
  • Filing & Compliance
    • Employee & Contractor TDS
      • Form 24Q
      • Form 16
      • TDS Liabilities
      • TDS Challans
    • GST Filing
    • GSTR-1 Filing
    • Input Service Distributor
    • Invoice Management System
    • GSTR-2A Reconciliation
    • GSTR-2B Reconciliation
    • GSTR-9 Filing
    • Form DRC-01B
    • Form DRC-01C
    • GST Filing Approval
    • GSTR-3B Filing
    • Vendor TDS
  • Accounting
    • Overview
    • Manual Journals
      • Manual Journals
      • Journal Templates
      • Journal Credits
      • 13th Month Adjustment Journals
    • Budgets
      • Employee Expense Budgets
        • Budgets - Overview
        • Understanding Budgets
        • Create Budgets
        • Budgets Operations
        • Budgets Vs Actuals Analytics Report
      • Company Budgets
    • Banking
      • Banking - Overview
      • Add Accounts
      • Add Transactions
      • Bank Feeds
      • Match and Categorise Transactions
      • Transaction Rules
      • Reconciliation
      • Dashboard
      • Banking - Operations
    • Recurring Journals
    • Fixed Assets
      • Introduction - Fixed Assets
      • Fixed Asset Types
      • Create Fixed Assets
      • Fixed Assets - Operations
      • Fixed Assets - Reports
    • Bulk Update
    • Base Currency Adjustment
    • Chart of Accounts
    • Sub-Accounts
    • Transaction Locking
    • Manage Clients Using Zoho Practice
  • Analytic Reports
    • Introduction - Analytic Reports
    • Manage Analytic Reports
    • Business Overview
    • Sales
    • Inventory
    • Advanced Inventory
    • Inventory Valuation
    • Manufacturing
      • Bill of Materials Efficiency
      • Component Requirements Summary Report
      • Item Cost Analysis
      • Manufacturing Order Summary
      • Delayed Job Cards
      • Daily Production Summary
    • Quality Reports
    • Receivables
    • Acquisition Insights
    • Signup & Activation
    • Subscriptions
    • Revenue
    • Retention
    • MRR & ARR
    • Churn
    • Churn Insights
    • Donations Reports
    • Payments Received
    • Payables
    • Purchases and Expenses
    • Taxes
    • Projects
    • Timesheets
    • Accounting
    • Budgets
    • Currency
    • Activity
    • Automation
    • Payroll Overview
      • Payroll Summary
      • Salary Register
      • Salary Statement
      • Pay Summary
      • Payroll Liability Summary
      • Leave Encashment Summary
      • Loss Of Pay Summary
      • Variable Pay Earnings Report
      • Scheduled Earnings Report
    • Statutory Reports
      • EPF Summary
      • ESI Summary
      • ESIC Return Report
      • Professional Tax Summary
      • Employee-wise Professional Tax Report
      • Labour Welfare Fund Summary
    • Employee/Contractor Reports
      • Compensation Details
      • Reimbursement Summary
      • Perquisite Summary
      • Full and Final Settlement Report
      • Salary Revision Report
      • Salary Revision History
    • Declarations and Investments
      • Salary Withhold Report
      • Investment Declaration Report
      • Proof of Investment Report
    • Deduction Reports
      • Deductions Summary
      • Employee Deductions
      • Employee Benefits
      • Employee Donations
    • Payroll Taxes and Forms
      • TDS Deductions Summary
      • Form 24Q
    • Loan Reports
      • Loan Outstanding Summary
      • Loan Perquisite Summary
      • Loan Overall Summary
      • Loan Perquisite Projection
    • Payroll Journal
      • Payroll Journal Summary
    • Expense Claims
    • Reimbursements
    • Purchase Requests
    • Corporate Cards
    • Trips
    • Expense Reports
    • Travel Agents
  • Documents
    • Documents - Overview
    • Basic Functions in Documents
    • Functions in Documents
    • Other Actions in Documents
  • Custom Modules
    • Custom Modules - Overview
    • Custom Module Preferences
    • Create Custom Modules
    • Custom Module Operations
    • Custom Module Record Operations
    • Custom Module Field Operations
    • Blueprints
    • Custom Modules in Customer and Vendor Portals
  • Automation
    • Expense Report Automation
      • Report Automation Overview
      • General Expenses
      • Corporate Card Expenses
      • Trip Expenses
    • Workflow Rules
    • Workflow Actions
      • Email Alerts
      • In-app Notifications
      • Field Updates
      • Webhooks
      • Custom Functions
    • Schedules
  • Integrations & Marketplace
    • Zoho Apps
      • Zoho Analytics
      • Zoho Cliq
      • Zoho Mail
    • WhatsApp
      • Integrate with Whatsapp
      • How Credits Work
      • Troubleshooting Guide
    • Bharat Connect
    • Shipping
      • AfterShip Integration
      • UPS Integration
      • USPS Integration
      • Easyship Integration
      • Envia Integration
      • Shiprocket Integration
      • Delhivery Integration
      • XpressBees Integration
      • EasyPost Integration
    • Shopping Cart
      • WooCommerce Integration
    • Twilio Integration
    • eCommerce
      • Etsy
  • Online Payments
    • Online Payments - Overview
    • Customer Payments
      • Zoho Payments
      • Razorpay
      • Paytm
      • Stripe
      • PayPal
      • Verifone (2Checkout)
    • Vendor Payments
      • Kotak Mahindra Bank
      • Zoho Payments - Payouts
      • Standard Chartered Bank
      • Yes Bank
      • Axis Bank
      • HSBC
      • SBI
      • ICICI
  • Developer Data
    • Incoming Webhooks
    • Connections
    • API Usage
    • Signals
    • Data Management
    • Web Forms
  • Employee Portal
    • Home
      • Employee Dashboard
    • Set Up Your Profile
      • Overview
      • Travel Details
      • Preferences and Budgets
    • Travel & Expense
      • Trips
        • Overview Trips
        • Create Trips
        • Submit Trips
        • Approval for Trips
        • Booking Options
        • Manage Trip Reports and Advances
        • Trip Actions
      • Expense Claims
        • Overview Expenses
        • Autoscan Receipts
        • Create Expenses
        • Submit Expenses
        • Expenses Actions
      • Expense Reports
        • Overview Expense Reports
        • Create Expense Reports
        • Submit Expense Reports
        • Approval for Expense Reports
        • Expense Reports Actions
      • Advances
        • Overview Advances
        • Create Advances
        • Approval for Advances
        • Advances Actions
      • Cards
        • Overview Cards
        • Connect Cards
        • Cards Actions
      • Petty Cash Accounts
        • Petty Cash Account - Overview
        • Top-ups & Petty Cash Expenses
        • Approve Petty Cash Top-ups
      • Pine Labs Cards
        • Pine Labs Cards Overview
        • Access Pine Labs Cards
        • Top-Ups
    • Purchase Requests
      • Purchase Requests - Overview
      • Create Purchase Requests
      • Approvals for Purchase Requests
      • Submit Purchase Requests
      • Purchase Requests Actions
    • Payroll
      • Salary Details
      • Investments
      • Documents
      • Giving
      • Reimbursement Claims
  • Customer Portal
    • Overview & Setup
    • Customer Portal Operations
  • Vendor Portal
    • Vendor Portal - Overview
    • Sign Up For Vendor Portal
    • Home
    • Request For Quotes
    • Statements
    • Vendor Portal - Operations
  • Migrate to Zoho ERP
    • From Other Systems

Projects - Overview

A lot of service or product based businesses, earn their income based on the number of hours spent, tasks done for a project or a fixed project rate. Using the Time Tracking module in Zoho ERP you can manage your projects, log the time spent by task or employee using timesheets and raise an invoice for the same.


  • Functions in Projects

    • Enabling Time Tracking
    • Creating Project
      • Billing Method
      • Budget Type
    • Tasks
    • Importing Projects
    • Logging Time
      • Recording Manually
      • Starting Timer
    • Tracking Project Cost and Revenue
      • Creating and Sending Project Quotes
      • Invoicing Customers for Projects
      • Recording Project Expenses
      • Creating Retainer Invoice for Projects
      • Billing the Vendors for a Project
      • Manual Journals
      • Bulk Update Line Items
      • Tracking Transactions
      • Profitability Report
  • Managing Projects

    • Filtering Projects
    • Sorting Projects
    • Card and List View
  • Other Actions in Projects

    • Editing Projects
    • Cloning Projects
    • Adding an User
    • Marking a Project as Inactive or Active
    • Deleting Project
    • Bulk Update
    • Bulk Actions
    • Export Projects
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