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Zoho
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Standard project templates, clear ownership and milestone billing, so every project runs the same proven way.
Prefer to license through DGProjX? Invoiced in SAR, with setup and support.
Sound familiar?
Every project manager runs projects differently.
Delays surface only when the client complains.
Time spent is not recorded, so profitability is unknown.
Milestones are completed but invoices are not raised.
What we configure and build
| Business need | What DGPROJX configures or builds |
|---|---|
| A standard way to deliver | Project templates with phases, task lists and dependencies (DGPROJX design) |
| Clear ownership | Roles, task owners and permissions (standard product) |
| Schedule control | Milestones, Gantt charts and baselines |
| Time and cost | Timesheets and budget tracking |
| Milestone billing | Integration with Zoho Books, with an invoice approval step (DGPROJX integration work) |
| Field execution | Hand-off to Zoho FSM for site work |
| Portfolio visibility | Project dashboards in Projects or Zoho Analytics |
How the work flows
Illustrative workflow, configured to your process.
What we've built
For an aluminum-doors manufacturer and installer, we built a five-phase, 21-task execution template in Zoho Projects, so every order follows the same production and installation path.
For a service contractor, Zoho Projects and FSM are connected to Zoho Books with a phase payment task. The project manager requests the invoice, and a finance user approves it before release.
Connected to the rest of your business
- Zoho CRM, Books, FSM, Creator and Analytics
- Zoho Flow, Zapier or Make for other tools
What changes for management
- Predictable delivery
- Visible project profitability
- Faster milestone billing
- Accountability per task
Explore further
Visual: Gantt screenshot (anonymized) plus the milestone-to-invoice flow.
Questions we hear often
Can you build templates for our project types?
Yes. That is usually the first step.
Can clients see project progress?
Yes, through client users or a portal, with controlled access.
Zoho Projects or Odoo Project?
Zoho Projects suits service delivery. Odoo Project suits projects tightly linked to procurement, inventory and costing.
Does it handle timesheets for billing?
Yes. Billable hours can flow into invoicing.
Make every project run the way your best project runs.
A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.