Module Projects: Difference between revisions

Jump to navigation Jump to search
m
Tag: 2017 source edit
Line 17: Line 17:


=Introduction=
=Introduction=
The Project Module is a core Dolibarr module. It is optional and part of the Projects/Collaborative work group in module list.
The Project Module is a core Dolibarr module. It is optional and can be activated from the module setup page.


The main purpose of the module is to manage projects defined as a hierarchy of tasks and to track time consumed by users on these tasks.
This module hase several purposes:
Projects could be used for internal projects, done for your organisation or for projects linked to Dolibarr entities (like [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customers orders]] or [[Module Customers Invoices|customers invoices]]).
* follow lead and opportunities
 
* and|or manage projects defined as a hierarchy of tasks  
Current documentation applies to 4.0.4 Dolibarr release.
* and|or track time consumed by users on these tasks.  
Projects could be used for internal projects, done for your organisation or for projects to link different Dolibarr objects (like [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customers orders]], [[Module Customers Invoices|customers invoices]], ...).


==Important notice regarding definitions==
==Important notice regarding definitions==
Line 32: Line 33:
If you are not familiar with these, read this summary page : [[Events-Todo-Journal]].
If you are not familiar with these, read this summary page : [[Events-Todo-Journal]].


==What this module does==
==What this module can do==


*manages projects as a hierarchy of tasks
*manages projects as a hierarchy of tasks
*allow to define a status of opportinity and a probabiliy if the project is a commercial lead.
*allow to define internal projects (done for your organization)
*allow to define internal projects (done for your organization)
*allow to define external projects (done by your organization for a client)
*allow to define external projects (done by your organization for a client)
Line 45: Line 47:
*provide document models for projects and tasks reports
*provide document models for projects and tasks reports


==What this module does not==
==What this module can't do==
    
    
*Does not support automated planning based on user availability.
*Does not support automated planning based on user availability.
*Does not calculate any critical path.
*Does not calculate any critical path.
*Does not support allocating resources other than users on tasks.


=Installation=
=Installation=

Navigation menu