1. Overview

Freelance Project Management turns Dolibarr into a complete freelance-business platform that covers the entire lifecycle of a freelance project — from prospecting to cash collection — without needing any additional software. It is designed for freelancers, digital agencies, consultants, developers, designers, copywriters, marketing specialists, translators, SEO experts, photographers, videographers, architects, engineers, trainers and coaches.

The module is built to strict Dolibarr standards: MVC architecture, triggers, REST API exposure, multi-company (multi-entity) support, responsive design, secure and documented PHP 7.1–8.x code, and optimized performance. It ships with a first-activation demonstration dataset so that every dashboard, chart, board and report is immediately meaningful.

Key figures

·       19 dedicated business objects with full list / card / create / edit / delete engine.

·       27-entry left menu plus an in-page quick-navigation tab bar.

·       A premium 'Freelance Productivity Dashboard' with 14 KPI families and multiple charts.

·       15 built-in reports with CSV, Excel and PDF exports plus direct printing.

·       5 languages: French, English, Italian, German, Spanish.

·       Fine-grained permissions across 15 functional domains.

2. Functional Areas

2.1 Prospecting & Freelance CRM

A genuine CRM to capture and qualify demand.

·       Prospect records: company, job position, contact details, business sector, acquisition source, lead score, priority, pipeline stage, estimated budget and assigned sales rep.

·       Visual sales pipeline (Kanban) with drag-and-drop stage change via AJAX: New lead, Contacted, Qualification, Proposal sent, Negotiation, Won, Lost.

·       Weighted pipeline value and conversion / win-rate tracking.

2.2 Client Management

An advanced client record beyond the native third party.

·       General information, contact details, business sector, country, language and currency.

·       Commercial preferences: payment terms and conditions, account manager.

·       Loyalty score, client value, generated revenue and profitability.

·       Cross-navigation to the client's projects, quotes, contracts, invoices and payments.

2.3 Opportunities

Full opportunity management inside the sales pipeline.

·       Estimated amount, probability of signature, expected close date and sales rep.

·       Linkage to the originating prospect and to the client.

·       History, notes and attachments; KPI cockpit on each card.

2.4 Quotes

Advanced quotations.

·       Quote types: fixed-price (forfait), time & materials (régie), subscription and one-off service.

·       Discounts, VAT and multi-currency.

·       Electronic-signature status tracking and validation workflow.

2.5 Contracts

Client contracts of every kind.

·       Fixed-price, time & materials, maintenance, support and recurring contracts.

·       Duration, renewal type, milestones/due dates, linked documents and history.

2.6 Projects, Phases & Milestones

An advanced project-management system at the core of the module.

·       Project: reference, client, project manager, lead freelancer, team, budget, currency, start/end dates, priority, progress, objectives and risks.

·       Phases: Analysis, Design, Development, Testing, Validation, Deployment, Training, Support — each with budget, deadlines and responsibles.

·       Milestones: key deadlines, billing milestones and status.

·       Project cockpit: budget, progress, consumed real cost and linked-record panels.

2.7 Tasks — Kanban & Gantt

Agile task management with two complementary views.

·       Kanban board with drag-and-drop status change: To do, In progress, Review, Blocked, Done.

·       Estimated vs. real hours, priority, assignment to a freelancer, billable flag and progress.

·       Gantt chart of projects and their phases over a monthly timeline.

2.8 Time Tracking

Timesheets with a built-in stopwatch.

·       Start/stop timer that auto-fills worked hours; manual entry as well.

·       Per project and per task, with hourly rate and billable / non-billable flag.

·       KPIs: hours worked, billable time, non-billable time and billable amount.

·       Foundation for real-cost and profitability computation.

2.9 Freelances, Teams & Subcontractors

A complete partner directory.

·       Freelancer types: developer, designer, SEO expert, copywriter, translator, consultant, photographer, videographer, trainer, architect.

·       Skills, availability, day rate and hourly rate, portfolio and rating.

·       Teams (lead, specialty, capacity) and subcontractors (specialty, rate, rating).

2.10 Deliverables

Managed client deliverables with versioning.

·       Version, deliverable type, delivery date, client approval status and validator.

·       Approval workflow and linkage to project and task.

2.11 Expenses

Full expense capture.

·       Purchases, travel, accommodation, licenses, software, subscriptions, hardware and subcontracting.

·       VAT amount, billable and reimbursable flags, and validation status.

2.12 Invoicing & Payments

Complete financial management.

·       Invoicing modes: classic, time-based, milestone-based, subscription, recurring and deposits (acomptes).

·       Payment tracking: cash-ins, payment mode, partial payments and payment status.

·       Pending-invoice and received-payment monitoring.

2.13 Profitability

Profitability analysis per project and per client.

·       Margin = invoiced revenue − expenses − labour cost (from timesheets).

·       Margin rate per project and per client, and a profit-by-client chart.

·       Immediate visibility of profitable vs. at-risk projects.

2.14 After-sales & Support (SAV)

A helpdesk for delivered projects.

·       Tickets with category, priority, severity, SLA due date and assigned freelancer.

·       Open / resolved tracking, SLA compliance and customer-satisfaction rating.

2.15 Documents (ECM)

Document centralization integrated with the Dolibarr ECM.

·       Contracts, quotes, specifications, deliverables, invoices and presentations.

·       Versioning and attachment to projects and clients, with direct access to the native ECM.

3. Freelance Productivity Dashboard

A premium cockpit, deliberately different from the standard Dolibarr dashboard, using a modern indigo / violet / turquoise palette with gradients. It is responsive and interactive.

KPI widgets

·       Number of projects; active projects; completed projects.

·       Revenue (month and year); margin; margin rate / profitability.

·       Hours worked; billable time; non-billable time; billable rate.

·       Pending invoices; payments received; expenses.

·       Pending deliverables; client satisfaction; open opportunities and weighted pipeline; win rate; overdue tasks.

Charts

·       Revenue vs. expenses evolution (12 months).

·       Sales pipeline by stage; projects by status.

·       Time per project; profitability by client; upcoming deadlines.

4. Reporting

A comprehensive reporting centre with 15 reports and multiple export formats.

·       Reports: commercial activity, prospecting, projects, time, invoicing, payments, profitability, expenses, clients, freelancers, teams, deliverables, productivity, performance and KPI.

·       Exports: CSV, Excel and PDF, plus direct printing.

·       All figures are aggregated in real time.

5. Configuration & Demonstration Data

·       Settings: default currency, default day rate, default VAT rate and qualified-lead score threshold.

·       One-click 'Install demonstration data' generating a realistic, FK-coherent dataset (clients, prospects, projects, phases, tasks, freelancers, contracts, quotes, invoices, payments, expenses, documents, deliverables).

·       'Remove all demonstration data' with mandatory confirmation.

6. Permissions

Fine-grained permissions (read / create-modify / delete) across 15 functional domains, matching typical roles: Administrator, Management, Project Manager, Sales, Freelancer, Subcontractor, Accountant, Client (portal) and read-only Consultation.

·       Domains: prospects, clients, opportunities, quotes, contracts, projects, tasks, timesheets, deliverables, freelancers, expenses, finance, tickets, documents and reporting.

·       Read and write are granted by default on activation; delete and administration stay restricted.

7. Native Dolibarr Integration

The module enriches — never replaces — the native Dolibarr features and integrates with:

·       Third parties, CRM and agenda.

·       Products and services.

·       Quotes, orders, invoices and payments.

·       Banking, accounting and advanced accounting.

·       Suppliers, contracts and projects.

·       Interventions and shipments.

·       ECM (document management), e-mails and notes.

·       REST API and multi-company.

8. Technical Characteristics

·       MVC architecture with a reusable generic object engine (list / card / create / edit / delete).

·       Business triggers keeping module data consistent with native events (third-party or user deletion).

·       Multi-entity aware objects; schema self-healing on upgrade.

·       Secure SQL (escaping, entity scoping), documented PHPDoc code and PSR-oriented conventions.

·       Compatibility: Dolibarr 16 to 23+, PHP 7.1 to 8.x, MySQL / MariaDB.

·       Languages: French, English, Italian, German, Spanish.

 

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