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Project Management - Dolibarr

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1. Overview & Value Proposition

Project Management is a comprehensive project-portfolio management platform for the Dolibarr ERP, designed specifically for construction and infrastructure companies. It enables a contractor to steer many concurrent projects across multiple sites, decompose each project into work lots by trade, and keep continuous control over budgets, subcontractors, procurement, milestones, progress, documentation and risk — all from a single, modern dashboard enriched with charts, an interactive Gantt planning board and decision-oriented analytics.

The module is inspired by DigiParc's project-management solution and translates that discipline into the Dolibarr environment. Rather than managing a project as an isolated task list, Gestion des Projets treats the project as a financial and operational hub: every lot, purchase order, invoice, expense, milestone and acceptance report is connected back to the project so that forecast, committed and actual budgets always reconcile, and so that delays or overruns surface early as actionable alerts.

1.1 Who it is for

·       Construction and civil-engineering companies running several building or infrastructure projects in parallel.

·       Project directors and project managers who need a consolidated portfolio view of cost, schedule and progress.

·       Procurement and financial controllers tracking commitments, subcontractor invoices and cash exposure.

·       Site managers coordinating lots, interventions, meeting minutes and acceptance reports on the ground.

1.2 Value proposition

·       End-to-end budget control. Forecast, committed and actual budgets are tracked at project and lot level, so consumption and commitment rates are always visible.

·       Trade-based structure. Work lots align with real construction trades (earthworks, structural works, HVAC, electrical, VRD, and more), matching how the site is actually organised.

·       Subcontractor governance. Assignments, purchase orders, invoices and ratings keep the subcontractor relationship measurable and auditable.

·       Proactive risk management. Automatic alerts flag budget overruns, schedule delays, milestone deadlines, unpaid invoices and unresolved reservations.

·       Decision-ready analytics. A rich dashboard, a Gantt planning board and a reporting suite turn operational data into management insight.

·       Native Dolibarr integration. Third parties, users and multi-entity support are reused directly, avoiding duplicate master data.

2. Key Features

The table below summarises the principal functional areas delivered by the module.

Functional area

Description

Project portfolio

Central register of all construction projects with client/owner, project manager, site, type, dates, budgets, progress and status.

Multi-site management

Organise projects by geographic site (Casablanca, Rabat, Tangier, Marrakech, Fez, Agadir) with per-site budget and project counts.

Work-lot breakdown

Decompose each project into work lots by trade domain, each carrying its own budget, subcontractor, progress and schedule.

Budget tracking

Forecast vs. committed vs. actual budgets at project and lot level, with consumption and commitment rates.

Subcontractor management

Directory of subcontractors with specialty, contacts, ratings, committed budget and number of lots.

Procurement

Purchase orders and subcontractor invoices with tax handling and status workflows.

Expense tracking

Committed, actual and invoiced expenses categorised by nature (labour, materials, equipment, subcontracting, studies).

Milestones & progress

Milestones (jalons) and periodic progress readings that feed the schedule and completion rates.

Documentation

Central document library (drawings, contracts, invoices, site photos, reports) with versioning and sharing flag.

Site governance

Meeting minutes, acceptance reports (PV) and interventions record on-site decisions and reservations.

Dashboard & analytics

KPI cards, budget-consumption bars, donuts, trends, gauges, alerts and a recent-activity feed.

Gantt planning

Interactive Gantt chart of work lots on a month timeline, coloured by status with a today marker.

Reporting

Budget and commitment analytics by category, type, domain, site, project and subcontractor.

Alerts

Severity-graded alerts for overruns, delays, deadlines, unpaid invoices and open reservations.

Security

Seven permission groups with read/write/delete plus an administration permission.

Multilingual UI

French (default), English, Spanish, Italian and German.


 

3. Data Model

The module is built around 16 business objects. Every object provides a list view (with search filters, column show/hide and coded-enum status badges) and a card (detail) view. Objects are grouped below by functional area. All tables use the gpr_ prefix and monetary values are expressed in Moroccan Dirham (MAD).

3.1 Projects & Sites

Object

Purpose

Key attributes

Status values

Project

Portfolio hub linking all other objects

Ref, name, client/project-owner (Third Party), project manager, site, project type, start & end dates, forecast/committed/actual budget, progress %, description

Planned · In execution · Finalisation · Completed · Suspended

Site

Geographic grouping of projects

Name, city, address, manager, number of projects, total budget

Status

Project type values: Building, Industrial, Infrastructure, Civil engineering, Development, Rehabilitation. Site cities: Casablanca, Rabat, Tangier, Marrakech, Fez, Agadir.

3.2 Lots & Budgets

Object

Purpose

Key attributes

Status values

Work Lot

Budget hub within a project, aligned to a trade

Parent project, name, domain, assigned subcontractor, forecast/committed/actual budget, progress %, dates

Planned · In progress · Completed · Suspended

Lot domains: Technical studies, Earthworks, Structural works, Steel structure, Fit-out, Electrical, HVAC, Plumbing, Networks & telecom, Roads & utilities (VRD), Equipment, Development.

3.3 Subcontractors & Commitments

Object

Purpose

Key attributes

Status / values

Subcontractor

Directory of external firms (prestataires)

Name, linked Third Party, specialty, contact, phone, email, number of lots, committed budget

Rating: Excellent · Good · Average · Poor

Assignment

Role of a subcontractor on a project/lot

Project, lot, subcontractor, role, dates, contract amount

Role: Main contractor · Joint contractor · Subcontractor

3.4 Financial (Purchase Orders, Invoices, Expenses)

Object

Purpose

Key attributes

Status values

Purchase Order

Commitment to a subcontractor (bon de commande)

Project, lot, subcontractor, subject, date, amount excl./incl. tax, VAT rate

Draft · Approved · Sent · Received · Invoiced · Paid

Invoice

Subcontractor invoice (facture)

Project, subcontractor, purchase order, invoice date, amounts, due date

Received · Approved · Paid · Overdue · Disputed

Expense

Cost line against project/lot (dépense)

Project, lot, subcontractor, type, label, date, amount

Committed · Actual · Invoiced

Expense types: Labour, Materials, Equipment, Subcontracting, Studies, Other.

3.5 Planning & Milestones

Object

Purpose

Key attributes

Status / values

Milestone

Key project checkpoint (jalon)

Project, lot, name, type, planned date, actual date

Upcoming · Reached · Overdue · Postponed

Progress report

Periodic completion reading (avancement)

Project, lot, reading date, progress rate, actual amount, comment, author

Milestone types: Kick-off, Delivery, Acceptance, Validation, Payment, Meeting.

3.6 Documentation & Site Records

Object

Purpose

Key attributes

Status / values

Document

Central document library entry

Project, lot, category, name, version, file name, size, author, date, shared flag

Category: Drawings · Contracts · Contracts & tenders · Purchases · Invoices · Meetings · Site photos · Reports

Meeting minutes

Record of a project meeting (compte rendu)

Project, subject, meeting date, location, attendees, author, content

Status

Acceptance report

Formal site acceptance (PV)

Project, lot, type, subject, date, number of reservations

Type: Provisional acceptance · Final acceptance · Site report · Clearing of reservations

Intervention

On-site intervention record

Project, lot, subcontractor, subject, date, description

Status

3.7 Governance & Alerts

Object

Purpose

Key attributes

Status / values

Activity log

Feeds the recent-activity feed (activité)

Project, type, label, date, author

Alert

Risk signal on a project/lot (alerte)

Project, lot, type, message, date

Severity: Info · Warning · Critical  /  Status: Open · Handled · Ignored

Alert types: Budget overrun, Schedule delay, Milestone deadline, Unpaid invoice, Unresolved reservation.


 

4. Dashboard & Analytics

The portfolio dashboard is the module's landing page. It consolidates the status of the whole portfolio into a single screen combining key-figure cards, budget and progress visualisations, and live operational tables.

4.1 KPI cards

A row of key-performance-indicator cards presents the headline figures of the portfolio:

·       Total projects

·       Projects in execution

·       Planned projects

·       Completed projects

·       Active subcontractors

·       Sites

4.2 Charts & visualisations

Visualisation

What it shows

Budget-consumption bar

Forecast vs. committed vs. actual budget with associated consumption rates.

Committed-budget donut

Committed budget broken down by expense category.

Budget-by-site bar chart

Distribution of budget across the sites.

12-month actual-spend trend

Monthly evolution of actual spend over the last twelve months.

Projects-by-status pie

Share of projects in each status.

Progress-by-project bars

Completion percentage per project.

Average-progress gauge

Mean progress across the active portfolio.

Commitment-rate gauge

Committed budget as a share of forecast budget.

4.3 Operational tables

·       Open alerts — the current risk signals, ordered by severity, so managers can act immediately.

·       Recent activity — the latest events across the portfolio, fed by the activity log.

5. Planning (Gantt)

The planning board renders the portfolio's work lots as an interactive Gantt chart. Lots are grouped by their parent project and positioned along a month-based timeline, giving an at-a-glance view of how the trades of every project overlap in time.

5.1 Capabilities

·       Month timeline. Lots are laid out across a continuous month scale spanning the portfolio's active period.

·       Today marker. A vertical marker highlights the current date, so slippage against plan is immediately visible.

·       Status colouring. Each lot bar is coloured according to its status (planned, in progress, completed, suspended).

·       Progress fill. Each bar carries a fill proportional to the lot's progress percentage.

·       Project grouping. Bars are organised under their parent project for structural readability.

·       Project filter. The board can be filtered to a single project to focus on one worksite.

6. Reporting

The reporting module delivers decision-oriented analytics that aggregate the operational data along the axes most relevant to portfolio governance.

Report

Analysis

Budget by expense category

Total budget grouped by category of expense.

Projects by type

Count and weight of projects per project type.

Committed budget by lot domain

Commitment concentration across trade domains.

Committed budget by site

Commitment distribution across geographic sites.

Committed vs. actual by project

Comparison of committed and actual amounts for each project.

Top subcontractors by committed budget

Ranking of subcontractors by the volume they are committed to deliver.

12-month actual-spend trend

Actual spend evolution over the trailing twelve months.


 

7. Security & Permissions

Access is governed by seven functional permission groups, each offering read, write and delete rights, plus a dedicated administration permission. When the module is activated, read and write rights are granted by default so the team can begin working immediately; delete and administration rights can then be tuned per user or user group through Dolibarr's standard permission management.

Permission group

Covers

Rights

Projects

Projects and sites

Read · Write · Delete

Lots

Work lots and budgets

Read · Write · Delete

Subcontractors

Subcontractors and assignments

Read · Write · Delete

Budget

Purchase orders, invoices and expenses

Read · Write · Delete

Operations

Milestones, progress, interventions, meeting minutes, acceptance reports

Read · Write · Delete

Documents

Document library

Read · Write · Delete

Reporting

Dashboard and reporting views

Read · Write · Delete

Administration

Module configuration and demo-data management

Admin

8. Integration with Dolibarr

Gestion des Projets is a native Dolibarr module and reuses the platform's core services rather than duplicating them.

·       Third-Parties (Societe). A hard dependency. Clients / project owners and subcontractors are linked to native third-party records, so commercial master data is maintained in one place.

·       Users. Project managers, site managers, authors and approvers reference native Dolibarr users, and permissions plug into the standard user/group model.

·       Multi-entity. The module is multi-entity aware, so it can operate within a specific entity in a multi-company Dolibarr installation.

·       Standard UI conventions. List views, cards, search filters, column show/hide and status badges follow Dolibarr's standard interaction patterns, so users familiar with Dolibarr are immediately productive.

·       Menus and dictionaries. The module registers its own top and left menus and status dictionaries, integrating cleanly into the Dolibarr navigation.

9. Installation & Demo Data

9.1 Installation

The module is installed like any Dolibarr module: place it in the modules directory and enable it from Home > Setup > Modules. On activation it creates its gpr_ tables, registers its menus and permissions, and grants read/write rights by default. The Third-Parties module must be enabled beforehand.

9.2 Demo dataset

To help teams evaluate the module and to illustrate the dashboards, a realistic Moroccan construction demo dataset can be installed — and just as easily removed — from the module's setup page. The demo portfolio comprises:

Demo content

Volume / examples

Projects

7 realistic projects (e.g. Construction Nouveau Site Industriel, Nouveau Siège Social, Station de Traitement des Eaux)

Work lots

34 lots spread across the projects and trade domains

Subcontractors

10 firms (e.g. TGCC, Steel Maroc, Elec Pro, ClimaTech, InfraNet)

Sites

6 sites across Moroccan cities

Financial & operational records

Purchase orders, invoices, milestones, progress reports, documents and more

Total forecast budget

Approximately 78 million MAD

Because the dataset is fully installable and removable, evaluators can populate a live-looking portfolio for demonstrations and then restore a clean state without residual data.

10. Technical Specifications

Property

Value

Module name

Gestion des Projets (Project Management)

Version

1.0.0

Module number

1100000

Publisher

DoliResources

Website

www.doliresources.com

Database table prefix

gpr_

Currency

MAD (Moroccan Dirham)

Dolibarr compatibility

16.0 – 23.x

PHP requirement

7.1 or higher

Required dependency

Third-Parties (Societe)

Native integrations

Users, multi-entity

Business objects

16 (list + card views)

Permission groups

7 groups (read/write/delete) + administration

User-interface languages

French (default), English, Spanish, Italian, German

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