What is project management?
Project management is the control of projects. It is the way projects are organized, prepared, planned, executed and completed. The Odoo Project Module helps to carry out the project management process efficiently. Within Odoo Projects, you can easily assign the entire project and its related tasks to the project members.
How does the Odoo Project Module work?
The Projects app helps with planning and tracking project tasks. The project manager creates the tasks and then assigns them to the project members. By using tags, you can easily filter the project tasks based on, for example, process name or the name of the department to which the task belongs. By assigning deadlines to tasks, you can deliver tasks within the agreed time or take action at the right moment when a task cannot be delivered within the agreed time.
Within large projects, you can choose to split the main tasks into smaller subtasks. These subtasks can also be assigned to an employee. To manage the whole set of tasks and the entire project, each task is classified into a stage. For example: new, to do, in progress and completed. The tasks can also be prioritized based on, for example, urgency. This way, you always have a good overview of the tasks.
Recording hours worked
Through the Odoo Timesheet module, employees can record the hours worked on tasks. By entering the planned hours on a task, it is possible to compare the planned hours during the project with the actual hours worked. This allows the project manager to immediately see within which activities the hours are out of line.
Both the employee and the project manager can print the hours worked at any time and, if necessary, invoice part of the hours.
Project planning
The tasks created within a project can easily be planned per project or per employee. This makes it possible to create a schedule per employee with the corresponding tasks. The tasks in a Gantt planning can easily be dragged to a different date or stage.
Different project types and invoicing
Odoo Project offers a flexible way of working with regard to project types. For example, you can work on the basis of “fixed projects”. These types of projects are billable based on ordered quantities and billable projects.
The second method is the possibility to invoice based on the completed timesheet on tasks.
The third method is invoicing based on milestones. Based on the quantities entered manually on the sales order, these quantities are invoiced.
Full integration with other Apps
The Odoo Projects module is integrated with other modules such as Sales, Accounting and Timesheets. For example, it is also possible to create tasks from a sales order.
Also curious about the possibilities of Odoo Projects for your own projects? Feel free to contact us.
