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Odoo Project Management

What is Odoo Project Management?        Benefits    Features    Challenges    Resources

What is Odoo Project Management?

Odoo Project Management enables project managers and team members to collaborate and maintain current and accurate project status at all times, allowing managers to proactively identify and resolve potential issues with each engagement. With Odoo’s cloud-based solution, stakeholders can see, monitor and manage project status anytime, anywhere. By delivering complete visibility and control, Odoo Project Management gives you real-time access to all of your project information. The result is a significantly improved project completion record, more satisfied clients and reduced non-billable work.

Drive Successful Projects​

Manage multiple types of projects including time and materials and fixed price projects. Easily plan projects and collaborate with others. Stay organized and keep your projects on track. Monitor all the financial metrics of a project including budgets, estimates, work in progress, bookings, invoices, billing milestones, percentage complete and costs.


Visibility, collaboration and control to drive on-time project delivery

" With Odoo, we are able to see any potential issues ahead of time, which allows us to become very proactive rather than reactive. "

Rebecca Ostrom

SVP Finance & Operations, W2O Group

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Odoo Project Management Benefits

 

Improved Client Involvement. Deepen your client relationships by providing access to detailed project status reports. 

Better Oversight. Manage all project activities in one centralized system with project plan controls, project costing rules, and issue tracking. 

Reduced Administrative Work. Project managers can actively take on more project work thanks to improved collaboration tools and simplified billing. 

Less Project Risk. Record project issues down to the task level and track them with descriptions, severity, resolution date and assignment.


Odoo Project Management Features

Odoo Project Management seamlessly integrates with Odoo’s accounting system. In addition to managing tasks, tracking time and expenses, you can generate customer invoices, monitor project profitability, and compare actual performance against budgets and other key metrics.

Project Setup


Increase efficiency by automatically creating new projects from billed sales orders. Use templates to standardize delivery, and maintain consistency via preconfigured project plans, budgets, approval workflows, and billing and revenue recognition rules. Easily assign project managers and consultants to the appropriate tasks, and stop spending nonbillable time on setup. Pave the way for on-time and on-budget delivery — and avoid scope creep on fixed projects — by setting up task placeholders with time budgeted by assigned team member.

Project Dashboards


Dashboards gives project managers a visual, graphical analysis of the status of their projects. Gain complete visibility and view the entire project plan including the Gantt chart. View important KPI’s at a glance and to quickly drill down to identify the root cause. As team members enter information, the dashboard updates automatically to provide you with an up-to-date view of the current health of your projects down to the task level.

Project Center 


Provides a convenient way for project managers to view summary information about their project and quickly enter transactions against those projects. Gain vital visibility and collaboration by assigning project resources a standard consultant role with access to the project center.

Project Collaboration 

Organize calls, events, documents, and tasks and associate them with specific projects for easy reference. Team members can easily share status notes and group messages. Project managers can publish a project status newsfeed, giving executive sponsors a snapshot of the latest updates. Connect to Odoo CRM so all client information is centrally managed, and sales and customer service teams are aware of project activities.

Interactive Project Budgeting 

Create revenue and cost budgets to estimate margin and measure against actual transactions. Track the progress and monitor costs associated with each project, to keep on top of financial performance, and adjust to keep projects on time and on budget.

Tracking and Forecasting 

Create and track revenue and cost budgets to predict margins, and measure those estimates against actual transactions. Track progress and monitor the costs associated with each project to keep on top of financial performance — and adjust as needed to stay on time and on budget.


Challenges Odoo Project Management Solves

 

Limited Project Status Visibility. Gain access to vital KPI’s and information in project dashboards, reports and Gantt. 

Manual Project Setup. Take advantage of automated job creation and project templates to automate and drive efficiencies from the start to end of a project. 

Poor Task and Activities Tracking. Organize calls, activities, tasks, and events and link them to specific projects. View all projects and status reports based on precent complete, finish date, project name, and client. 

Inadequate Project Budgeting. Automated job forecasting and progress reporting capabilities enable managers to review project profitability based on actuals. Use “what-if” budgeting to gain full, real-time visibility into all scenarios. 

Manual Tracking of Time and Expense. Accurately apply time and expenses to projects in real time with set processes to decrease administrative workloads and revenue leakage.

Resources