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Financial Management
Dolibarr's Financial Management module offers several key features for effective management of the company's financial and commercial performance. Here is a description of the features:
360.00 € -
Bank Enhancer
Adds complements and features to improve the functionality and display of Egress, Incomes, and PlanillaPeru modules.
FREE
projectbudget :Forecasting and monitoring of costs per project
c718d20180515143301
Allow to carry out a forecast of expenditure by type of purchase (order or supplier invoice) and the monitoring of costs per project (supplier purchase and time spent on tasks)
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More info
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Module presentation
The ProjectBudget module is an extension for Dolibarr that facilitates the estimation and tracking of expenses by type within projects. It allows you to display the percentage of expenses incurred compared to forecasts, based on data entered by the user. Forecasts are created from orders or invoices, depending on the breakdown type assigned to them.
Main features:
Breakdown management:
The module offers four predefined breakdown types, customizable according to the company's needs. These breakdowns are used to allocate expenses to orders and supplier invoices related to a project.
Expense Tracking:
Once the breakdowns are entered on the documents, the module provides a project-by-project expense tracking table, displaying the planned amounts, the amounts already ordered or invoiced, and the expense completion ratio.
Flexible Configuration:
The module offers configuration options allowing you to choose whether to apply breakdowns to orders, invoices, or use a combination of both. Additional information can also be displayed in the ProjectBudget tab of projects.
Permission Management:
Access to module features can be restricted to specific users or groups, providing granular control over project budget operations.
Latest developments of the module
| 21.0.+1.10.0 (2025-01) |
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| 20.0.+1.9.0 (2024-07) |
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| 19.0.+1.8.0 (2023-12) |
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