Module Projects
| Project | |
|---|---|
| Numero/ID of module | 400 |
| User doc. of module | This page |
| Developer doc. of module | Module Projects (developer) |
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 Events-Todo-Journal
The project module is designed to manage Tasks.
Create a project
Creation of a new project is done from menu "New project" on main menu "Project"
A project can be public or private. Public projects (and all tasks) can be read/edited by anybody with read project permissions. Private project (and all tasks) can be read/edited only by users defined as contact/actors of project + the creator of project (if all contacts are removed, we must keep at least one user authorized on project. This is the creator).
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
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Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
Remove a task
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Examples of use cases
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| UCMP01: | |
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| Situation | |
| Actions | |