The project management module of the Odoo platform allows the users to create and manage projects both long term and short term based on the company operational terminologies. This efficient management tool will allow the user to allocate employees to a project and effectively manage them throughout the project duration. The project management dashboard acts as the home screen which allows the users to manage the entire project operations.
In the dashboard all the projects described in the platform can be viewed. From the data available the user can filter out the required ones needed using the filtering as well as the group by options available. In the window there is an option for the user to create a new project using the creation window available.
In the creation window the user can specify the project name, enable time sheets and make the project operation billable.
Task creation and allocation
To create a new task to the project the user can simply select the project form the home dashboard and then the user will be depicted with the task window of the respective product.
In the task creation window the user can assign a task title and allocate the respective person for the task. The stages of each task in the respective project can be created by using the add a column option available in the window.
Tasks of the respective projects can also be accessed from the task window accessible from the home dashboard. Here the list of all the tasks are listed out with the project name, allocated person, progress indicated in percentage and the status of the operation. Task window can be viewed in different formats which would provide the user with the accessible information.
Below is the list view of the task window which would indicate the projects, assigned person, company, hours spent, progress of the operation, next activity scheduled, stages of operation and the tags allocated.
Another view in which the tasks can be viewed is in the kanban view format, which would allow the users to change the status of operation based on the company specification. The status of each task is indicated in colour format which would provide a visual representation of each stage of the operation. The tasks available can be prioritized based on the specifications by enabling the star symbol available.
The task window can also be viewed in the calendar format where the users could view the deadline date of the respective views in a calendar format. In addition the assigned person is indicated on the respective dates of the task deadlines available.
The Odoo platform’s pivot view functionality is one of the best available which provides the user with analytical information based on the default as well as customisable parameters which can be used as per the user’s needs.
The reporting aspect of the task operations in the project planning of the company. This view will allow the users to generate a demonstrative graphical report which can be based on the various default as well as customisable parameters available in the measures and the sorting menu.
New task creation
New tasks for the respective project operations can be created from this window by selecting the creation option. In the task creation window the user can define the name of the task, customer allocated with the task operation if any, the contact details are auto generated as per the contract description. If the user wants to edit the contact details he/she can also do so. The respective project allocation, the responsible person along with the deadline for the operation is being described. In the time sheet operation ,the user can assign the time spent on by the employee or the users on the respective task. The initially planned hours can be indicated and when the employee progress is depicted the progress bar will indicate the respective percentage of completion.
Recording the time on each task
The Odoo platform with its advanced feature of the time recording done on the time spent by the employees in the respective task. This feature will allow the user to describe, view and manage the time operations on each task and the project by the respective employees. The time sheet operation of the Odoo platform helps the users in this operation. The Timesheet functionality will allow the users to record the time spent by a beach employee on a task based on their screen time recording options and the task time start and stop options available.
To measure the time spent by the employees on the respective task operations. The user should initially enable the time management options available in the settings menu of the project module. In the settings menu under the time management tab the user should enable the planning and time sheet options available.
As the time sheet options are enabled the user can now record the every employee operation being seen on a task. As the respective employee logs into the platform and navigates to the respective task under the project he/she can now view the option to start the timesheet operation, just by clicking it the time on the task is enabled and will run until its been stopped.
The employee will now have the provisional option to pause the time sheet or stop it according to their needs. In addition., there is a timer clock which would indicate the time being spent on the respective task.
Once the user stops the timesheet operation they are depicted with this window as shown below. Here the time spent is indicated and there is space to describe custom made descriptions in the window.
Back in the task description window the user will be depicted with the timesheet descriptions of each employee. The user can remove these timesheet lines and add one manually using the add a line option available.
The Odoo platform allows the users to create the sub tasks for the main task operations allocated to a project. This sub tasking functionality in Odoo will allow the user to have an elaborate plan of operation which would add up to the project requirement and operations.
To create an assign a subtask to a main task the user should initially enable the sub task options available in the settings menu of the project module.
As the subtask option is enabled the user can now allocate any task operation as subtask to the main task of the project. In the respective project where the task operations are defined on choosing a task menu the user can now view the smart option available in the window. On choosing it the user will be directed to the sub task window of the respective task. All the sub tasks allocated will be defined and the user can create a new one using the creation window available.
In the creation window the user can provide the subtask details just as the same way of the task description being provided. Allocate the customer, describe the contact information, assign the project, parent task, responsible person, deadline and tags of operation. In the timesheet menu the user can provide the initially planned hours and indicate the progress operation. The employee timesheet operation being spent on the respective task can be described in the menu.
The tags in the project module of the Odoo platform serves the purpose of project allocation and indication on what are the aspects . The tags in the project module can be created under the configuration tab in the tags menu. In the minute user can view all the tags available and create new ones in the same menu. On selecting to create a new tag the user will be depicted with the space to provide the tag name and choose an allocation colour for the visual indication to stand out.
The platform allows the users to conduct activities under each project with the customers or the in house staff. This aspect will allow the users to initiate group planning and teamwork aspects of the project for its effective completion. The activity menu in the project module can be accessed from the configuration window. In the activity window the user can view all the project activities being described in the platform and the data in them can be sorted out using various options available. To create a new activity the user can select the creation window by accessing the create option available.
In the activity creation window the user can provide a name for the activity and assign an action for the ones being described in the platform. A default summary along with next activity auto triggering can be provided. If the next activity triggering is the provider, the user should definitely assign the next activity. If not enabled the next activity mentioning is mandatory. The email templates can be selected. The scheduled date for the next activity operation can be allocated.
Invoicing a project
The Odoo platform provides provision to its users to invoice the customers on the various projects being conducted. This invoicing many works for the playing companies and the ones executing it. The Invoicing is mainly done based on the timesheet operations of each project and the tasks allocated with it. To invoice a project the user should initially make the project to be billable which can be done in the project creation window. If the project is selected as a billable on the user can choose the customer type to be invoiced tasks separately to different customers and invoice all the tasks to a single customer. The default service can be seated from the list and the ones available can be edited in the menu which can be directed to using the external links option available.
Now back in their respective project menu the user can view the option to create a sales order. On selecting it the user will be depicted with the window as shown below. In the create sales order window the user can specify the sales order to be linked to an existing one or create a new one. The customer allocations are automated but can be modified as per the users needs, same as in the case of the service done and the unit price of the operation. The service timesheet and the unit price can be edited in the platform under the products menu.
On selecting to create a sales order the user will be directed to the sales order window. The customer details are auto filled and the user can modify the product allocation and add the products which are being involved in the project operation.
In the sales order window there is a provisional option for the user to generate the invoice. On selecting to create the invoice the user will be directed to the invoice creation window. The product cost, service cost and the customer details area allocated based on the descriptions provided in the sales order. The invoice can be sent via email to the customers or taken in hard copy.
Planning is an important aspect of any project operations of the Odoo platform. The Odoo Platform allows the users to plan the project operation of the company using the timesheet allocations and the scheduling operations of the company. In the settings menu the user should initially enable the planning options available which would allow the users to schedule and plan the operations of the project.
As the planning opinion is enabled the user can now be able to view the planning options being displayed in the home dashboard of the projects window under each of the project being described in the platform.
In the projects planning window the user can select to view only the planning aspect of the respective project or can filter out to view the operation of the entire projects available. The planning aspects are based on the calendar operations in Odoo which can be viewed in the form of days, week, month and yearly aspects.
The user can add a plan to the respective date by selecting the add option available. In the add window the user can assign an employee, role, project, task, company, schedule of operation, allocated time percentage and allocated hours of operation. The user can also enable the repeat operation for the planning to be repeated for the respective project.
The respective plan in the project planning window can be sent to the employee using the send schedule options available in the window. In the send schedule window the user can allocate time period of the project, include or exclude shifts and allocate the employee to which the schedule should be sent. There is a provisional column to describe the custom made additional message required.
The user can configure the privacy settings for the respective project in the settings menu of the same. Under the visibility section the user can define the project provisy based on the default optional such as, invited internal user, all internal users, invited portal users and all internal users.
This option allows the user to restrict the project operations being displayed among the users both external and internal.
The Odoo platform enables the reporting functionality for the user to use in the projects module like any other aspects of the platform operations. The reporting aspects of Odoo allows the users to generate various analytical and graphical reports on the project functioning aspects in the platform.
The task analyst report generation aspects will allow the user to derive the various quantitative aspects of the task operations being conducted for the project operation of the platform. Like always in Odoo the reporting can be generated based on the various measurable parameters both default and customizable ones. The task analysis report can be generated and viewed in pivot view too.
Timesheet and planning analysis
The timesheet and the planning operation of the project aspects of the company can be viewed in the reports. This reporting aspect will provide the user with the functionality to view the time sheet and the planning activities conducted on the entire projects available and that of the respective projects required.
Project cost and revenue and customer rating reports
The project cost and revenue report generation will be able to provide the user with quantitative reporting on the functionalities of the financial aspects of the respective project. The reports can be viewed on the kanban and the graphical view. On the contrary the customer rating reports are generated based on the reviews and ratings provided by the customer of the projects and the successful completion of it.