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manifest / utilities / project-estimation

Project Estimation

The Project Estimation plugin allows you to easily create and manage project estimations directly from your WordPress dashboard. Store client details, project requirements, and estimated costs in a structured format.

by Hiren Gediya · github.com/hiren-gediya/project-estimation

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/hiren-gediya/project-estimation/archive/refs/heads/main.zip
Readme github.com/hiren-gediya/project-estimation ↗

A robust WordPress plugin designed to help agencies and freelancers manage, track, and generate project estimations efficiently.

Description

The Project Estimation plugin allows you to easily create and manage project estimations directly from your WordPress dashboard. Store client details, project requirements, and estimated costs in a structured format. It includes features for searching, sorting, and generating PDF reports for your records.

Features

  • Dashboard Management: distinct menu for managing all estimations.
  • Create Estimations: Capture detailed information including:
    • Client Name, Email, and Phone Number
    • Company Name & Website URLs
    • Project Name, Type, and Brief
    • Estimation Amount & Extra Costs
    • Date & Time
  • List View: View all estimations in a sortable and searchable table.
  • PDF Export: Download individual estimation details as a PDF file with a single click.
  • Customizable Settings:
    • Define your own "Project Types" (e.g., Web Development, SEO, Mobile App).
    • Control pagination limits (items per page).
  • Secure: Built with WordPress security best practices (Nonces, Capability checks).
  • Clean Database: Automatically cleans up its database table upon uninstallation.

Installation

  1. Download the plugin files.
  2. Upload the project-estimation folder to your /wp-content/plugins/ directory.
  3. Activate the plugin through the Plugins menu in WordPress.
  4. A new menu item Project Estimation will appear in your admin dashboard.

Usage

Adding an Estimation

  1. Go to Project Estimation in the admin menu.
  2. Fill in the form with the client and project details.
  3. Click "Save Estimation".

Managing Estimations

  1. Navigate to Project Estimation > Project Estimation List.
  2. Use the search bar to find specific projects or clients.
  3. Click column headers to sort by Name, Date, Amount, etc.
  4. Use the Action buttons to:
    • View: See full details in a modal.
    • Edit: Update existing information.
    • Delete: Remove the estimation.
    • Download PDF: Generate a PDF copy of the estimation.

Configuration

  1. Navigate to Project Estimation > Settings.
  2. Project Estimation Types: Add or remove project types to match your services.
  3. Per Page Options: Customize how many items appear in the list view pagination.

Requirements

  • WordPress 5.0 or higher
  • PHP 7.4 or higher recommended

Author

Hiren Gediya