Module Projects

From Dolibarr ERP CRM Wiki
Revision as of 16:30, 4 August 2009 by Eldy (talk | contribs)
Jump to navigation Jump to search
Project
Numéro/ID du module {{{num}}}
Doc utilisateur du module This page
Doc développeur du 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).

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 Cog circle.svg 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 a the Task tab of a project card.

Remove a project

To complete

Remove a task

To complete

Examples of use cases

To complete