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Pick ECM documents and attach them to email forms without page reload.
A true Swiss knife for customizing your documents (orders, shipments, invoices with LCR, intervention forms, projects, proposals, supplier orders and invoices...). The module's administration allows you to manage your personal graphic charter as well as numerous settings.
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Drive your projects, control your margins The PnL Management module for Dolibarr ERP/CRM allows you to easily track the financial performance of your projects month-by-month. Designed to give you real-time visibility over your project P&L, it is an essential tool to anticipate deviations, adjust forecasts, and maximize profitability
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• View projected costs and revenues
• Update Remaining Work (RAF)
• Track EAC (Estimate At Completion)
• Monitor planned vs. actual deviations
• Automatic project margin calculation
• Complete P&L breakdown
• Monthly segmentation and analysis
• Dedicated KPI dashboard
• Interactive project charts
• Export financial data to CSV
• Fully linked with the Dolibarr Projects module
• Native interface for a smooth user experience
• Easy to implement and use
✔ Clear visibility into project profitability
✔ Anticipate financial overruns
✔ Improved decision-making with a central cockpit
✔ Effective reporting for management & PMO
✔ Enhanced financial project control
• Project Managers
• Financial Controllers
• Management / PMO
• IT services / engineering / agencies