The new ProjectPro module allows the control of project costs down to the single invoice line of a supplier, in fact we can also divide the subtotal of a single invoice line by attributing the desired amount to a single project or to all the projects involved.

Module version: auto
Publisher/Licence: Linx srls / GPL-v3
User interface language: English - Italian
Help/Support: None / www.linx.srl / Mail to info@linx.srl
Prerequisites:

• Dolibarr min version: auto
• Dolibarr max version: auto

ProjectPro: Advancing Project Management and Controlling within the Dolibarr Ecosystem

In the landscape of ERP systems, precise allocation of costs and revenues is a fundamental pillar for the financial sustainability of any business initiative. The ProjectPro module was developed to address a critical gap in standard Dolibarr project management, offering advanced tools for financial distribution and performance monitoring through professional Project Management methodologies.

Granular Financial Management: Invoice Line Splitting

The primary innovation introduced by ProjectPro is the ability to split individual invoice lines (both customer and supplier) across multiple projects. By overcoming the limitation of "one document per single project," the module enables unprecedented accounting precision:

• Intuitive Interface: A dedicated project icon next to each invoice line allows for immediate access to allocation management.

• Automated Calculations: The system independently handles the calculation of tax-inclusive (TTC) amounts based on current VAT rates, significantly reducing the risk of human error.

• Native Integration: Every partitioned financial movement flows directly into the economic overview of the respective project.

Performance Monitoring: Budget Tab and KPIs

ProjectPro transforms Dolibarr into an advanced management control tool through the introduction of the Budget Tab. This dedicated section allows for the generation of a "Baseline"—an approved reference point against which every deviation can be measured.

The Budget Workflow

The module adopts a task-centric approach:

1. Draft Generation: With a single click, the system populates the budget using data from existing tasks.

2. Review and Approval: Users can modify Planned Value (PV) amounts and, once validated, approve the Baseline.

3. Dynamic Monitoring: The system prevents the creation of multiple simultaneous drafts, ensuring data integrity and allowing for a total reset of the planning phase if necessary.

Key Performance Indicators (KPIs)

To facilitate analysis for Project Managers, ProjectPro integrates core Project Management metrics, accompanied by operational tooltips for rapid interpretation:

• BAC (Budget at Completion): The total authorized baseline budget.

• PV, AC, EV: Planned Value, Actual Cost, and Earned Value.

• CV, CPI, SV: Variance and efficiency indicators for cost and schedule.

• EAC, ETC: Forecasts for the final total cost and the remaining cost to completion.

Data Integrity and Anti-Double Counting Logic

A critical aspect addressed by ProjectPro is accounting consistency. The module implements a rigorous anti-double counting rule: if an invoice line has been partitioned via ProjectPro, the system automatically excludes the original Dolibarr core line from the project calculation, considering only the sum of the allocated parts.

This logic ensures that financial data is always accurate, seamlessly combining Dolibarr core project features with ProjectPro’s advanced distributions without duplication.

Conclusion

ProjectPro stands as an indispensable extension for organizations requiring analytical control over project costs. Thanks to multi-language support and perfect integration with both accounts receivable and accounts payable workflows, the module elevates Dolibarr's capabilities to enterprise-level Project Management standards.

Install (For Dolibarr v9+):

• Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
• Module or skin is then available and can be activated.

Install (For Dolibarr v8-):

• Download the archive file of module (.zip file) from web site DoliStore.com
• Put the file into the root directory of Dolibarr.
• Uncompress the zip file, for example with command  unzip module_projectpro-1.2.3.zip
• Module or skin is then available and can be activated.