Tasks and scheduling
- Task kanbanConfigurable stages with WIP limits.
- GanttDependencies, critical path and drag-to-reschedule.
- Subtasks and checklistsBreak big work into small steps.
- Chatter on tasksNotes, attachments and @mentions.
Projects module Coming soon — on the roadmap
Projects where you know both the schedule and the profit
Fidar Projects puts tasks, schedules and team timesheets next to the project’s contract, billing and costs — so project managers know where the work is and finance knows whether the project really makes money. The module is on the roadmap.
On the roadmap · designed for services, contracting and tech companies
This module is in development. What you read on this page is our design and plan for this module, not something you can use today. We publish its schedule and status on the roadmap.
Problem and solution
When project management and project finance live apart
The team works in a task tool, hours are collected in spreadsheets and project invoices are issued in the accounting package. Nobody knows until the end whether the project made or lost money.
Problem
Hours aren’t recorded
The team fills in hours from memory at month end and half the work goes unlogged.
In Fidar (in development)
Daily timesheets on the task itself, approved by the project manager and marked billable or non-billable.
Problem
Profit is unknown until the end
Labour, purchases and travel for the project are recorded in different places.
In Fidar (in development)
Live profitability: billed revenue against actual timesheet, purchase and expense costs, on the project itself.
Problem
Billing lags behind
A milestone is reached but nobody remembers to invoice it.
In Fidar (in development)
Billing by time spent or by milestone; reaching a milestone prepares a draft invoice.
Problem
Dependencies are invisible
One late task pushes five others back and nobody notices.
In Fidar (in development)
Gantt with dependencies and critical path; moving a task shows its effect on the rest.
Capabilities
Capabilities designed for Projects
Timesheets
- Time on tasksDaily entry or with a timer.
- Timesheet approvalProject managers approve before billing.
- Billable or notSeparate internal and client time.
- Rates per roleSeparate cost and sale rates.
Contracts and billing
- MilestonesAmount and completion criteria per milestone.
- Time-and-materials billingFrom approved timesheets.
- Project budgetBudget vs actual with overrun alerts.
- Service contractsRecurring support and maintenance contracts.
Profitability
- Project revenue and costAs an analytic dimension on every document.
- Live marginAt any point in the project’s life.
- Completion forecastRemaining time and cost based on the trend.
- Project comparisonWhich kinds of projects are most profitable.
Make timesheets a habit, not a chore
Timesheets are only accurate when entry is simple and daily. Ask the team to log time on the task itself at the end of each day; weekly entry from memory usually misses a big share of the work.
Build each role’s cost rate from actual staff cost, not the sale rate. Project profitability only means something when costs are real.
For long projects, define small, measurable milestones. Staged billing improves cash flow and surfaces disagreements with the client earlier.
Start a project from the contract, not the task list. Record the scope, milestones, payment terms and budget first, then place tasks under each milestone. That way every hour of work is tied to part of the contract and out-of-scope requests show up early.
Run the weekly project meeting on three numbers: actual progress, budget consumed and the next milestone. If budget is burning faster than progress, decide on scope or resources that week — not at the end of the project.
Finally, close projects formally. A project that is never closed keeps collecting stray timesheets and purchases, which distorts both its own profitability and the next project’s. Closing locks the budget, archives the tasks and leaves a clean record for comparing future estimates with reality.
Integration
Projects connected to sales, HR and finance
A Fidar project starts from a won deal or contract, draws its people from HR and records its revenue and cost as an analytic dimension on every financial document.
- Sales & CRMA won project deal becomes a project. Available
- Activities & CalendarProject meetings and tasks in the calendar. Available
- HR & PayrollProject staff and cost rates. Coming soon
- AccountingProject as an analytic dimension. Coming soon
- PurchasingProject purchases tagged with the project. Coming soon
- Reports & DashboardsProject and profitability dashboards. Available
Reports
Designed project reports
Project managers see progress, finance sees profit — from the same data.
Schedule status
Projects and tasks behind plan.Logged hours
Time per person and project, billable or not.Project profitability
Revenue, cost and margin per project.Budget vs actual
Budget consumption and forecast at completion.Team utilisation
Billable time as a share of total time.Upcoming milestones
Milestones due and invoices ready.
Access
Access in projects
Team members see the tasks of their own projects, and project financials are limited to project managers and finance.
Security and user accessProject membersEach person sees only projects they belong toRecord rule
Rates and margin hiddenFrom delivery team membersField security
Timesheet approvalProject managers onlyRole
Client accessPlanned: a portal to follow progressPortal
Complete historyTask and time changes with user and dateAudit
We’ll tell you when it’s ready
Leave your email and be first to try the beta of this module. If you have specific requirements, add them to the message so we can design for them.
Projects FAQ
When will Projects be released?
Projects, timesheets and services are on the roadmap after HR. Use “Notify me” to hear when it’s ready.
How is this different from a task-management tool?
Task tools only manage work; Fidar Projects connects work to contracts, billing, cost and profitability because everything sits in one ERP.
Does it include Gantt charts?
Yes — Gantt with task dependencies, critical path and drag-to-reschedule is part of the design.
How are projects invoiced?
From approved timesheet hours or contract milestones. Once Accounting ships, invoices and financial entries are created automatically.
Where do we track projects until it ships?
Record project deals in CRM and meetings in Activities; that data links to Projects later.
Which businesses is it for?
Services, consulting, contracting, software and any organisation whose revenue comes from projects or time-based contracts. See ERP for services companies.
Related modules
- AvailableSales & CRM
Pipeline, leads and deals, kanban stages and revenue forecast.
- AvailableActivities & Calendar
Calls, meetings and tasks with Jalali or Gregorian calendar and reminders.
- Coming soonHR & Payroll
Employee records, attendance, payroll and Iranian social insurance.
- Coming soonAccounting
Standard chart of accounts, automatic journals and bank reconciliation.
Track project deals in CRM from today
When Projects ships, won project deals become projects with no data migration.