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Projects Module Overview

The Projects module in Shaari is designed for construction firms, contractors, and service companies that need to track project costs, manage subcontractors, and analyze profitability across multiple jobs. It brings together materials, expenses, subcontracts, and revenue data into a unified project workspace so you can see exactly where your money goes and how much you earn on every project.

Enterprise Plan

The Projects module is available exclusively on the Enterprise plan. If you are on a Basic or Plus plan, upgrade from Settings > Subscription to unlock project management features.

What the Projects Module Does​

At its core, the module handles the full financial lifecycle of a project --- from initial setup and cost tracking to final profit analysis and reporting. You can:

  • Create and manage projects with bilingual names (Arabic and English), assigned customers, and clear start and end dates.
  • Track materials --- record every supply, material, or consumable used on a project with quantities, unit costs, and totals.
  • Log expenses --- capture project-related costs by category, date, and description.
  • Manage subcontractor contracts --- create contracts with subcontractors, define terms and amounts, and track payments against each contract.
  • Analyze budget and profit --- see a real-time breakdown of total costs versus revenue, calculate profit margins, and run profitability reports.
  • Generate reports --- export project financials as PDF or Excel for stakeholders, auditors, or internal review.

Key Features​

Project Lifecycle Management​

Every project follows a clear status workflow: Draft, Active, On Hold, Completed, and Cancelled. This gives your team visibility into which projects are in progress, which are paused, and which are finished. Status transitions are controlled so that, for example, a project cannot be marked as completed without an end date.

Materials Tracking​

Record the materials and supplies consumed on each project. Track item names, quantities, units of measure, and per-unit costs. The module calculates material cost totals automatically and rolls them into the project's overall cost summary.

Expense Management​

Log project expenses with categorization, amounts, dates, and descriptions. Whether it is equipment rental, transportation, permits, or miscellaneous costs, every expense is tied to its project and included in the financial analysis.

Subcontractor Contracts and Payments​

Create formal subcontractor contracts within a project, specifying the contractor details, scope, and contract amount. Then record payments against each contract over time, tracking how much has been paid and how much remains outstanding.

Budget and Profit Analysis​

The module aggregates all cost data --- materials, expenses, and subcontract payments --- and compares it against project revenue from linked sales invoices and received payments. You get a clear profit calculation for each project, along with department rent allocations and cost breakdowns.

Reporting and Export​

Generate detailed project reports in PDF and Excel formats. Reports include cost breakdowns, payment histories, profit margins, and subcontractor summaries. Use these for internal review, client presentations, or financial audits.

Employee and Department Cost Allocation​

Allocate employee costs and department rent to specific projects. This gives you a complete picture of the true cost of a project, including overhead and labor, not just direct material and subcontractor expenses.

How Projects Connect to Other Modules​

The Projects module integrates with several other parts of Shaari:

  • Sales Invoices --- Link sales invoices to projects to track revenue. The profit analysis uses these linked invoices to calculate earnings.
  • Customers --- Every project is assigned to a customer from your customer database. Customer details carry over automatically.
  • HR --- Employee cost allocation ties into the HR module's employee records.
  • Analytics --- Project financial data feeds into Shaari's overall analytics and reporting.

Getting Started​

If you are new to the Projects module, here is a recommended path:

  1. Create your first project --- Give it Arabic and English names, assign a customer, and set a start date.
  2. Add materials --- Record the supplies and materials the project will consume.
  3. Log expenses --- Enter any project-related costs as they occur.
  4. Set up subcontracts --- If the project involves subcontractors, create their contracts and record payments.
  5. Review the financial summary --- Check the budget and profit analysis to see where the project stands financially.
tip

Start with a small or completed project to familiarize yourself with the module's features before managing active, complex projects. You can always go back and add historical data.