Opportunities, Projects and Tasks
Projects and tasks are useful to track leads, opportunities and timesheets.
Track how much revenue your projects are bringing back to your company, and their profit or loss statistics.
Create Projects, Leads or Opportunities
Use the Dolibarr project module according to your needs. Track Leads, Opportunities, Internal, Customer or Supplier Projects.
Add the predefined fields of your choice to make the data more managable, complete and as accurate as you need it to be.
Define who can view or edit the project
Make the project public or select the employees and/or partners who can participate in the project. Users will be able to enter the time spent if you decide to use the timesheet feature.
If you need to track dedicated tasks, map them to your projects. You can define properties on your tasks like planned workload and assign specific users.
You can also create sub-tasks and have a hierarchy of tasks.
Record the time spent on Projects/Tasks
If you decide to use Dolibarr projects to track the time spent, then allow each user to declare their time on a daily basis with a dedicated interface, or on a weekly or monthly basis with a different interface for the same.
Enter the estimated progress of your tasks/project during the same step in which the time spent is entered, so that the progress is always captured and compared with the time spent.
If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.
More information is available in the following page: timesheet feature.
Follow your project or tasks
Follow your projects:
If you use opportunities, get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (propable) future turnover.
If you decide to use tasks, track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view.
Projects offer an overview tab displaying a lot of information about projects and linked elements in Dolibarr such as proposals, invoices, orders, etc.
All these data allow you to determine profit and loss resulting from the project.