Project Management in Odoo
Plan tasks, monitor deadlines, and manage team workload in a single environment
Odoo capabilities for project companies:
Project Management
Ability to maintain a registry of the client's current projects. Projects are grouped by specific criteria defined by the customer. Each project has individual settings for scope of work, statuses and work stages, and a project team.
Projects are filled with tasks. Project tasks are grouped in a kanban board view by task completion statuses.
Each task is assigned to an executor or a group of executors. Tasks have planned effort estimates. Each executor records the actual time spent on tasks.
Organizational Structure
Typically, project and service companies have a hierarchical structure that provides a framework for distributing responsibilities.
The system allows you to enter company employees, specify their affiliation with specific organizations and departments, reproducing the hierarchical organizational structure of the company.
Task Management
The system provides tools for managing tasks of a specific user, their priorities and time. Each user can work separately with only their own tasks, forming task lists for the day, week, or month.
The project manager has access to projects and all tasks. This makes it possible to manage task priorities and keep the executor focused on the most important tasks.
Time tracking is maintained for each task, including planned and actual time spent.
Task Analysis
The system includes tools for analyzing tasks and projects, for example:
The system operates with task metrics such as quantity, planned effort, duration, actual effort, average, minimum, and maximum values.
Team Communications
The Odoo platform enables system users to communicate with each other within projects, individual tasks, or other system objects. This allows organizing effective communication between team members, storing communication history in the system, and exchanging data, files, and videos.
In addition, the system allows planning specific actions and storing important video, audio, photo, and printed information.
Time Tracking
The system allows managing employee availability, analyzing their workload, and maintaining timesheets. Based on this information, salaries will be calculated.
Technical Support Service
Upon project completion, organizing technical support for the client becomes a relevant task. A powerful and effective tool for increasing the productivity of a service company is a portal organized on the company website for submitting client requests — HelpDesk or ServiceDesk.
The service allows clients to:
The service allows the company to:
Using this tool will significantly improve the quality and speed of customer service.
Sales, CRM
Odoo includes a full-featured CRM that significantly reduces the use of personal notebooks by company managers, and allows thorough planning and control of client contacts.
Company Website
Enhanced Communications
Integration with IP telephony provides management with a tool for controlling the quality of service delivery.
To improve client communications, integration with messengers, chatbots (Viber, Telegram) and social networks (Instagram, Facebook) is available.
Other Integrations
Odoo automatically compares planned expenses with actual revenues in real time. The system takes into account the cost of staff working hours (through timesheets), material procurement costs, and contractor service payments. This allows the manager to see the project's margin before its completion and adjust the strategy in a timely manner.
Yes, the "Projects" module includes an interactiveGantt chart. It allows for visual planning of deadlines, establishing relationships between stages (task dependencies), and quickly changing the schedule with simple drag-and-drop. This helps avoid downtime and critical overlaps in the team's work.
Employees log time directly in the project tasks. The system automatically collects this data and allows for invoicing the client in one click based on the actual hours worked (modelTime & Material). This ensures transparency in calculations and accuracy in financial reporting.
Yes, Odoo has a featureClient Portal. You can grant the client access to a specific project where they can see the status of tasks, approve stages, upload documents, and leave comments. This significantly reduces the time spent on communication via email or messengers and increases client trust.
In Odoo, you can set up an automatic trigger: as soon as the manager confirms the sales order, the system automatically creates a new project with a set of template tasks. This ensures an immediate start to work and guarantees that no stage of the project will be missed due to human factors.
Ready to Automate Your Business?
Leave a request and our experts will contact you for a free consultation and Odoo demo.
Request an Odoo Presentation
Fill out the form and we will contact you shortly