Project Portfolio

🌟 Project Portfolio

The Project Portfolio module adds a dedicated space in Dolibarr for managing, tracking, and approving projects within the organization. It provides a global view of all project requests, their progress, budgets, and the users involved. This module is particularly suited for companies that want to centralize their internal or external project management in a modern and intuitive interface.

Main Features

1. Project Portfolio Dashboard

The module displays a synthetic overview of:

• Open projects

• Associated third parties

• Validated proposals

• Related invoices

These indicators offer immediate insight into ongoing activity.

2. Project List with Advanced Filters

From the main view, users can access all projects in a structured table, including:

• Project label

• Creation date

• Initiator

• Project manager

• Start and end dates

• Project budget

• Project status (Draft, In Progress, Approved, Refused)

Each column is filterable, allowing fast and precise searches.

3. Intuitive Kanban View

A visual Kanban interface organizes projects into columns based on their status:

• Draft

• In Progress

• Approved

• Refused

Each project is displayed as a card, making it easy to visualize and track progress.
This provides agile-style project management ideal for team workflows.

4. Project Request Management

Users can submit a new project request through a complete form that includes:

• Project label

• Project manager

• Start and end dates

• Planned budget

• Approval manager(s)

• Problem description

• Executive summary

• Expected results

• Recommendation

• Justification

This structured form standardizes project intake and facilitates evaluation.

5. Approval Workflow

The module includes a validation process:

• Employees can submit project requests

• Managers/decision-makers can review Requests to Approve, view full project details, and update the status to Approved, Refused, Draft, or In Progress

6. Personalized Access: "My Requests"

Each user can view only the projects they are involved in as:

• Initiator

• Project manager

• Approver

This ensures confidentiality and relevance of displayed information.

7. Detailed Project Sheet

Once created, each project has a complete summary page showing:

• Dates

• Budget

• Approvers

• Executive summary

• Expected results

• Recommendation

• Justification

• Current status

• Automatic link to the associated Dolibarr project (PJxxxx)

The sheet can be edited or deleted depending on user permissions.

8. Data Export

The project list can be exported for reporting, analysis, or archiving needs.

Benefits of the Module

• Strategic overview of the entire project portfolio

• Clear and structured tracking of each project proposal

• Modernized Dolibarr interface with a clean and ergonomic design

• Faster validation and project management

• Standardized project requests for better decision-making

• Visual Kanban board for quick and intuitive management

• Ideal for large companies, SMEs, administrations, and public organizations

Summary

The Project Portfolio module transforms Dolibarr into a true project management and decision-making tool. It centralizes all project requests, simplifies evaluation and tracking, and offers a modern, intuitive user experience. With its multiple views (table, Kanban, detailed sheets), smart filters, and approval workflow, it becomes an essential module for any organization looking to effectively structure its project management process.

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)