We’re excited to introduce a major new addition to ERP.net — the Agile Project Management (Agile PM) module, designed to help your teams plan, execute, and track work with the flexibility of agile methodology, fully embedded into your ERP environment.
This module goes far beyond basic task boards — it provides a comprehensive, ERP-integrated framework for managing projects, teams, and workflows with full traceability and control.
🔧 What makes Agile PM in ERP.net different?
Most project management tools operate in isolation. Agile PM is different — it’s fully embedded in ERP.net, which means:
- Direct access to business data, without switching systems
- Built-in collaboration through Social Groups
- Unified workflows and status models using the same logic, UI, and controls found across ERP.net
With this deep integration, teams can manage work where the business happens — fully connected to enterprise data, processes, and responsibilities.
Beyond the basics, Agile PM supports:
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Flexible structures that mirror your internal logic
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Smart task routing based on project context and workflow state
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In-form case discussions for contextual, traceable collaboration
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Structured case hierarchies with parent-child logic and visual navigation
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Integrated time tracking and WIP limits to manage effort and avoid overload
Explore the Overview for a full introduction to the module’s structure and key benefits.
🧱 Core structural elements in Agile PM
Agile PM introduces a rich set of configurable structures that reflect your internal workflows and project logic:
- Projects: Organize people, tasks, and deliverables around a shared business goal
- Project Groups: Organize related projects that share common structures
- Project Types: Define the nature and classification of each project
- Project Areas: Divide large projects into manageable domains
- Project Milestones: Highlight critical delivery targets on your timeline
- Sprints: Timeboxed iterations (1–4 weeks) with clear goals and tangible results
- Case Categories: Determine how tasks behave and what information they include
- System & User States: Drive structured workflows with detailed sub-stages
- Cases: The core work items that move through your process
➡️ Explore how to configure the core project structures in the Configuration and structure topic — and tailor Agile PM to fit your unique way of working.
🗂️ Smart case management
Cases are the operational unit of Agile PM — each one progresses through a clearly defined workflow.
Each Case contains everything needed to manage real work:
- Structured forms with project context and responsible users
- Workflow transitions with sub-statuses and configurable logic
- Work-in-progress (WIP) limits to prevent overload and support steady task flow
- Automatic history via Developments for full traceability
- Parent-child structuring with a visual case hierarchy
- Built-in collaboration via discussion areas, file attachments, and AI assistance
- Notifications ensuring responsible and involved users are always up to date
Whether it’s bugs, features, tasks, or implementation work — Cases provide flexibility, traceability, and transparency.
➡️ Dive deeper into the Cases topic to explore the full case lifecycle — from creation to collaboration and closure.
📊 Advanced tools for agile execution
Gain better control over task distribution and insight into team performance with:
- Time tracking – track time with built-in timers and analyze work using timesheet reports
- Assignment rules – automatically assign Cases to the appropriate users, based on user-defined logic
➡️ Visit the Advanced features topic to learn how to manage effort, balance workloads, and automate case routing.
✅ Why it matters
Agile PM in ERP.net helps your teams:
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Replace scattered tools with a unified, integrated solution
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Gain real-time visibility into work, responsibilities, and progress
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Scale agile practices across departments — with control and clarity
🚀 Ready to take agile to the next level?
Whether you're launching products, running campaigns, managing software development, leading customer implementations, or streamlining internal operations — Agile PM gives you the structure, flexibility, and integration you need to succeed.
Stop working around your ERP. Start working within it — with a purpose-built agile solution that grows with your business.
Agile PM brings agile execution into the heart of your ERP — delivering real results where they matter most.
📘 Explore the full Agile PM documentation and start building your first project today!
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