Automated Project Creation

🌟 Automated Project Creation

The “Automated Project Creation” module for Dolibarr automates the creation of projects from your commercial documents, so every opportunity becomes a structured project without manual data entry.
As soon as a commercial proposal is created (or validated, depending on your configuration), the module automatically generates a dedicated Dolibarr project. This project inherits key information from the original document: third party, project label, dates, expected amount, as well as a direct link to the proposal. This gives you clear traceability between your sales pipeline and your operational projects.
In the project list, automatically created lines are identified with the reference of the source document (for example: “Projet de (PROV42)”), so you can immediately see where each project comes from. On the commercial proposal card, a “Project” field displays and links the generated project, allowing quick navigation between the sales phase and the execution phase.

Main features

• Automatic project creation when a commercial proposal is saved or validated.

• Automatic transfer of document data: third party, label, key dates, forecast amounts.

• Bidirectional link between proposal and project: from the proposal you can open the associated project, and from the project list you can jump back to the source document.

• Standardized project naming (e.g. PJ2112-0020 – Projet de(PROV42)) for better organization and consistent filing.

• Native integration with Dolibarr Projects module: you can then manage tasks, time spent, attached documents, invoicing, etc. like any standard project.

Benefits for your company

• Time saving: no more manually creating a project for every new proposal won.

• Fewer input errors: commercial data is automatically copied into the project, avoiding omissions and inconsistencies.

• Better traceability: each project is clearly linked to its original proposal, making it easier to track opportunities and deliveries.

• Global portfolio view: your sales and project teams work on a shared base, with the same references and the same information.

The “Automated Project Creation” module is ideal for service companies, engineering offices, agencies, and any business that wants to streamline the transition between the commercial phase (proposals) and the execution phase (projects) in Dolibarr.

Installation

• Download the module archive (.zip) from DoliStore.com
• Go to "Home > Setup > Modules > Deploy an external module" and submit the zip
• The module or theme is then available and can be activated

Why choose our modules

• Compatible with recent Dolibarr versions
• Module languages:
• Free support and bug fixes included
• Free access to module updates for one year

Support & Assistance

If you encounter a problem, please provide the following information:

• Module and Dolibarr version
• Steps to reproduce the issue (screenshots or video if possible)