Create a custom module for Perfex CRM to improve the Project Overview Page.
The module will add a new Project Financial Summary section and options to control visibility of financial and expense summaries. Experience with Perfex CRM and CodeIgniter is required.
I currently have a team of two experienced developers collaborating on this CRM project. If this module is completed successfully, we would be open to discussing additional projects in the future.
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Step-by-Step Summary
1. Add two options to the Project Settings page:
Add two new checkboxes for enabling/disabling the Project Expenses Summary and Project Financial Summary sections on a per-project basis.
2. Build the new Project Financial Summary section:
Develop a simple new section with five data fields: Accepted Proposals, Total Invoiced, Total Expenses, Total Credits, and Gross Profit. These fields will display the total dollar amounts for each category on the Project Overview Page.
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If you are interested in applying for this project, please review the attached document for a full breakdown of the scope and requirements.
Thank you 🙂
