Project Management Module (Overview and list)

The HtkDoli Project Management module allows you to consult, search and manage your projects. It interacts directly with Dolibarr’s business operations, by managing project statuses, their budgets, their associated opportunities, as well as tasks.

Interface and Features (List)

The main view displays a list of all your projects with their reference, label, and status.

Consultation and Research

• Search bar: Allows you to quickly search for a project by its reference or name.
• Filters: An icon at the top of the screen allows you to apply filters to the status:
  • All: Displays all projects.
  • Drafts: Only displays projects in “Draft” status.
  • Open: Displays current projects (“Open” status).
  • Closed: Displays completed projects (“Closed” status).

Actions on the list

• Quick creation: A floating action button (FAB) at the bottom right allows you to create a new project.
• Swipe to act:
  • Swipe a project line to the right to edit it.
  • Swipe to the left to delete it (only possible if the project is in Draft state).

Detail View (Project Sheet)

Touching a project in the list takes you to the detailed view, which shows all the project information.

General Information

• Header (Hero): Displays the reference, the status (“Draft”, “Open” or “Closed”), and the creation/modification date.
• Information: Includes the reference, the customer reference, and the name of the project.
• Associated third party: If the project is linked to a client or supplier, a direct link provides access to the corresponding Third Party file.
• Dates: Displays the start date and end date of the project.

Budgets and Opportunities

• Budget: Displays the budget amount allocated to the project and indicates whether the time is billable.
• Opportunity: Indicates the amount of the associated opportunity, its probability of success (as a percentage) and its status.

Tasks

• Tasks Section: A dedicated section lists all the tasks associated with this project, ordered by descending start date.

Actions on the Project

Via the “Edit” button (pencil) or the actions menu at the top right:

• Edit: Edit the main information of the project.
• Delete: Delete the project from Dolibarr (depending on the rights and status of the project).

Dolibarr business note: Consulting projects via HtkDoli requires the specific projet.read permission configured on your user account in Dolibarr. Creating or modifying projects requires the project.create permission.