Opportunity and project management
Track leads and opportunities, and manage internal or customer projects, linking them to other Dolibarr objects like proposals, orders, and invoices.
(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_opportunity_card.png)
Task breakdown and assignment
Create projects with a hierarchy of tasks and subtasks, assigning them to specific users or groups to define responsibilities and deadlines.
Progress tracking
Monitor project and task status, compare actual progress against planned timelines, and visualize project schedules using tools like Gantt charts.
Time and expense tracking
Log time spent on tasks, which can be used for invoicing, profitability analysis, or detailed time reports by user, project, or task. It also supports expense tracking.
Document management
Attach and centralize all project-related documents and files in one place.
Automation
Automate repetitive tasks, such as auto-generating standard tasks when a new order is created or sending alerts for overdue deadlines.
Customization
Customize the module by adding custom fields to capture specific business information relevant to your projects.
Financial linking
Link financial elements like proposals, orders, and invoices directly to projects for a complete financial overview.