Managing projects and resources in an organized manner with Odoo Project Management

Project Management implies to applying all the necessary resources, methodologies and tools to carry out projects successfully within specified time period. Today working of most of companies is project based. Properly organized projects have innumerous benefits that results in time and cost saving, proper work balance for every employees, and run business smoothly. Project management is now made easier with Odoo Project Management Module.

Odoo Project Management module is an effective tool for organizing and tracking projects. It is capable of handling multiple projects like customer and in-house projects altogether. Odoo project management comes with modern UI and is mobile friendly, which makes accessing information anywhere within fraction of seconds. From assigning tasks, time tracking to analyzing the project status everything is possible with this single solution.

Features of Odoo Project Management

1. Project Creation

Create a new project with Odoo project management by entering all the necessary details and add all those features that you want to integrate in it. To create a new project:

Click on “Create” in Project Module and enter the name of the project

2. Project Stages

Divide the whole project into various stages. Stages contain set of different activities to be performed in a project. Stages are very important as they guide from the beginning to the end of project. Success of project depends on right staging of activities.

3. Creating and Assigning Tasks

Once the project is created, project can be divided into multiple tasks. For that you need to create a task. Once the task is created you can assign the task to the eligible person or team. Tasks can also be sorted as per its priority by marking the star.

Click on “Create” in project module to create a task

Select whom you want to assign the task under “Assigned to”

4. Time Tracking

Get a record of total time spent on project and each tasks with timesheet app. Employees can track the time spent by them for task and project. With time sheet app you can also calculate the time required to complete the remaining work.

5. Kanban View

Kanban view allows the businesses to use drag and drop feature to assign tasks, create stages, edit the tasks/project details and requirements, get a proper status of the tasks. Also you can view the remaining tasks and time for completion of project.

6. Subtask

Odoo provides the functionality of splitting large tasks into parent and subtasks. Subtask makes sure that employees are not overloaded with work. To create a subtask

Go to Project > Configuration > Settings > Sub-tasks

7. Forecasting Resources

Forecast the projects deadline keeping the available resources and employees holidays into account. Allocate the needed time and analyze KPIs for evaluating the performance and get an overview of employee workload and results of the project.

8. Email Integration

Every project has its own email alias, Odoo gives an advantage of converting the emails sent on this alias into the tasks. Emails are then shown under the name of the project created.

9. Invoicing

Reduce the billing process at the end of the work by calculating the total time spent on the work. Once the total time is recorded you can create sales order to generate an invoice for total work done.

10. Analyzing

Get all the available statistics of the tasks to know about the performance of your project. Get a proper report of revenue, time spent, billable hours etc. for the project.

If you still have any queries regarding Odoo Project Management module or looking to have developed for your business then contact Braincrew Apps today. We have 12+ years of experience in developing a number of custom Odoo modules for our clients to help them meet their business requirements.

Email us: sales@braincrewapps.com

Website: Braincrew Apps

Upwork: Odoo Services

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