BTP project budget monitoring

🌟 BTP project budget monitoring

This module adds a real budget dashboard to Dolibarr for your construction projects. Directly from the project card, you can monitor in real time the detailed budget by tasks, subcontractors, materials, equipment and charges/salaries, with a clear view of validated amounts, payments made and remaining balances.

Based on the project task structure (WBS), the module lets you import or enter a detailed budget and then split it into four main cost families: subcontractors, materials, equipment and charges/salaries. Each task line is linked to a supplier, a product or an internal resource, which makes it easy to reconcile with invoices, stock movements and payroll.

In the “Subcontractors” tab, you record for each task the contractors involved, validated amounts, validation dates, related invoices and payments made. The module automatically calculates the balance per line and totals the amounts by section (general items, site installation, fixed costs, miscellaneous, etc.) to instantly check budget compliance.

The “Materials” and “Equipment” tabs are dedicated to supplies and rentals. By linking your Dolibarr products to specific categories (Materials, Equipment) and to a project warehouse, the module lets you track the real cost of supplies and equipment per task: purchase price, rental price, delivery/use dates and total charged to the project.

The “Charges / Salaries” tab allows you to allocate staff costs and other internal expenses per task. You link your resources there (project manager, site manager, foremen, workers, etc.) together with the allocated amount and assignment date, giving you an accurate view of the human cost for each phase of the project.

A “Stock Monitoring” tab displays the warehouses linked to the project with the physical stock available for each site depot. Through the module configuration screen, you define the warehouse used for stock issues as well as the product categories to consider, ensuring consistency between budget, consumption and actual stock.

Finally, the module lets you export the full budget monitoring to Excel as a structured table: task numbering, description, suppliers, validated amounts, payments and balances by section. This export is ideal for reports to the project owner, site follow-up meetings or internal audits.

In summary, “BTP Project Budget Monitoring” turns the Dolibarr project module into a comprehensive budget management tool for construction and public works companies, offering fine cost traceability, rigorous budget control and better mastery of the profitability of each project.

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)