Module Projects

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Project
Numero/ID of module	{{{num}}}
User doc. of module	This page
Developer doc. of module	Module Projects

Introduction

The Project module allows you to manage tasks and time consuming on tasks. You can also link Dolibarr entities to a project (like commercial proposals, des customers orders or customers invoices).

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

Definitions

Before starting to use the Project module, it is important to understand the difference and meanings of following terms Events / Tasks / Journals. This terms are often misunderstood and they are used differently. So you should first know the real definitions of this terms as they are used by most ERP/CRM softwares. For this, you can read definitions on page EventsTodoJournal

Create a project

Creation of a new project is done from menu "New project" on main menu "Poject"

Create a task

Creation of a task is done from button "Create Task" on the tab "Task" of a project or from menu "Projects -> New task".

• A task can be created only on a shared project (with no responsible) or on a project you are responsible.
• A task is on the root of the project or under another task of the project.

Remove a project

To complete

Remove a task

To complete

Examples of use cases

To complete