In Odoo OpenERP, a project is said to be a set of assignments to be completed. The Odoo project management module gives an efficient solution for sorting out a task and monitors advancements. This application is intended to be easy to understand and connect with other Odoo modules including Sales, Invoicing, Mailing, and e-signature, reducing time spent on information entry.
In this blog we will talk about Odoo Project Management Module.The module comes with two different access rights, user and administrator. The user has read rights for the projects and project tasks and is additionally authorized to delete his own time entries in the project tasks as well as the project tasks themselves.The administrator has full access rights to the projects, project tasks, reporting and configuration of the module.
Odoo project management is a time saving tool that can give us a visual overview of all our ongoing projects. This helps us to manage people, tasks, due dates, manage multiple projects, daily timesheets, etc. Odoo project management provides functionalities to manage multiple projects. Odoo project management provides graphical charts, Gantt charts etc to analyze the progress of specific tasks and projects.
This module will help you organize your projects more efficiently, plan tasks, and analyze task progress.
Things are more organized and much more visible with it. Tasks can be divided into many sub tasks and can be assigned to different employees. In addition, you can use the calendar, which reminds the deadline of each task. Moreover, you can assign priority to the visibility of these tasks. Projects are shown in the kanban view which is much more attractive.
Thus, you can create a new project either from the dashboard or projects. The below-shown page is the dashboard. You can see all the currently running projects on the dashboard.
Click on the create button to create a new project. This will open a popup screen as shown in the next image.
Project Name : Name of the project.
Planning : Select this if you want to enable planning for the tasks of the project.
Timesheets : Select this to enable a timesheet on the project.
Bill from Tasks : Select this if you want to enable the bill from the tasks.
Worksheets : Selecting this will enable customization worksheets on tasks.
We can enter the project name here and enable other options such as Worksheets, Timesheets, and so on. We can use the Create button once we’ve made the appropriate changes.
When we create the project, we receive this page. With this step, we can define the project’s stages.
This is how we created a new project. Now let’s come to the Project Module dashboard, here you can see the new created project. For reference you can see the screenshot below.
The new project Building Design can be found with other projects. Let us now take this project out and manage it.
When you take your cursor over the project you have created, you can see the three dots on the side of the project title. These dots assist us in editing or sharing the project. Let’s see how to edit the project. For reference you can see the screenshot below.
This screen appears when we select the Edit option. This is the same page that we get when we use the Configuration option to configure a project.
We can change the project’s name here. We can also rename the task if necessary. Then we have the option to include a project description.
Project Manager : The project manager can be chosen from the list.
Customer : The customer’s information can also be included.
In the description tab you can enter the description of the project whatever you want to mention.
Now let’s talk about the next “Setting tab”.
Visibility : This determines who has access to the project’s details. We have three alternatives here:
-Internal Users Have Been Invited
-Every Internal User
-Users who have been invited to the portal as well as all internal users.
More information is available on the same page. Depending on our needs, we can enable a variety of choices here.
Timesheets : We can enable timesheets so that we can track how much time we spend on tasks.This functionality will allow us to easily track the progress of the tasks.
Billable : When we select the Billable option, we can bill the time we spent on the project or tasks in addition to the materials.
This will assist us in creating a professional invoice for our consumers.
Worksheet : We may select the preset worksheets, which will allow us to generate new custom reports and fill in the report details based on the task.
Subtasks : Enabling this option allows us to divide our duties. This will also assist us in systematizing our job by breaking it down into smaller tasks.
Timesheet Timer : This is a field that will assist us in tracking our time. We’ll need a timer to aid us do this.
Products on Tasks : We will be using different materials to perform each work, and after activating this option, we may add a list of the materials.
After enabling this option you can save the changes.
Project Task Stages : When you click on the created project you will redirect to the task page. You can add a certain column to your project. They will be the stages for your project task.
help you with some different sets of examples for your project for instance-Software Development, Agile, Consulting,Website Redesign etc. Click on see examples.
Click on the “Close” button to close the pop-up screen.
When you add the columns for your stages, you can create tasks for your project by clicking on the ‘Create’ button.
Task Title : Here you can add the title for the task .
Assigned to : From here you can select the user you want to assign the task.
Click on the Add button to create more tasks.
Click on the Edit button to edit the task details. This will open a form view of the task, for reference you can see the screenshot below.
Description : In this section you can mention the description about the task.
Timesheets : In this section you can mention the time spent by you in this particular task.
Sub-tasks : In this section you can mention the task of the task mean to say subtask.
Reporting : From the reporting you can see two things. For reference you can see the screenshot below.
Let’s click on the Tasks Analysis, it will take you to the new page. For reference you can see the screenshot below.
Now click on the “Timesheet and Planning Analysis”, it will also take you to the new page. For reference you can see the screenshot below.
In this blog I have tried to explain briefly about the Project Management Module, I hope this information will be helpful for you. If you want to read about the other modules functionality reach out us Planet-Odoo