Odoo Project Management Your Tool to a Successful Business

Project management is essential to the success of any business projects as project management leads to accomplish all project targets under the limits (time\budget) defined.  Project management includes planning, scheduling, executing, managing and closing a designed process in order to achieve certain targets in a limited period of time. 

Odoo Project Management module masters project management like no other software. This module handles and monitors every task in the project closely, and works on them efficiently which consequently increases productivity.

1. Create Project and Manage Tasks:

The Odoo Project Management Module helps you to schedule or foresee each assignment. It helps us to create new projects and appoint the manager of the project, as well as team members. Also, it puts a timetable for activities, and adds tags to define the tasks and projects. It distributes the tasks as well on multiple workers under different time schedules. Tasks and be divided into subtasks, and given to other employees as well. Also, tasks can be arranged according to different stages such as the completion of tasks or the work status. In addition, we can prioritize the task according to the urgency of completion or need of the task. 

The module offers time sheets on which the employees can record their work status and spent hours on the task. Thus, we can have a view of the planned hours and actual spent hours of each employee. Then the budget management and invoicing of the project can be managed clearly. By using the Project Management Module's timesheets or analytic accounts, you can easily create invoices based on the timesheet. 

2. Project Planning: 

The Project Management Module enables you to plan your projects according to different criteria easily. For example, when you plan the project having "employees" in regard, you will get an idea about the scheduled tasks of each employee, their time duration, role in the task, start date to end date, etc. you can also check the availability or shortage of resources using this module. For instance, the Gantt chart is a powerful tool that helps you plan the tasks and track their progress. You can use it to ensure that the entire team is utilizing resources correctly by drag and drop method. There may be open shifts, so tasks can be assigned based on employees' availability. The Calendar view also allows you to chart the most important deadlines and assignments. 

3. Service Contracts Management 

Odoo Project Management Module is flexible. It can take care of multiple contracts or projects at a time. It can handle fixed projects, which invoices are based on the ordered quantity, billable projects, and timesheet projects, etc. The contracts may be invoiced either when service is completed or while service is being carried out.

An Overview of Project Management Module in Odoo:

Every company has its own way of planning and organizing their projects and assigning the tasks. However, with Odoo you can manage all tasks seamlessly and effortlessly.

1. Modern interface

The user-friendly and flexible interface allows the users to organize, schedule, plan and analyze the entire project and tasks.

Organize: you can arrange each task by different stages simply using drag and drop.

Schedule: put a timetable for every task given to the employees and check their advancement according to the plan. This will assist the project manager in analyzing the overall progress.

Plan: by using forecasting, you can analyze the progress of the project clearly. 

Analyze: the module analyzes each task and workload in the project.

2. Forecast requirements & resources

Using a project forecast tool, enables you to have a good command of your project by utilizing your resources in the fittest manner. You can plan a project for the future, and assign tasks and the right employees. Also, you can alter the current work plans if employees are on leave. In this case, that particular task can be assigned to another employee. When comparing the real timesheets with the forecast ones, we can analyze the enhancements in productivity and profitability.

3. Streamlines project processes 

The flexible project management simplifies work procedures and increases team engagement. Dividing a project into assignments and distributing them on the employees allows running the project efficiently. In addition dividing a project into stages simplifies project processes and maximizes the overall productivity.  

4. Sharing Documents and Discussing Assignments 

Adding notes and attaching documents to tasks makes following the team's work more flexible and decreases the need for frequent follow-up meetings. The feature of the collaborative pad fosters communication among the employees in the team as they can share their results in a real-time pad. The team can also communicate by the chatter as well.

5. Have a comprehensive easy-to-read overview on projects:

The project progress data can be analyzed and visualized using different charts. It also can be filtered and grouped by using different measures. Thus, we will get a dynamic and functional view of every task which is easy to read and conceptualize.

6. Fully integrated with other Odoo Apps

The Project Management Module is integrated with other modules like sales, accounting, website, etc. For example, the tasks can be created from the sales order. It’s possible to send messages to customers for rating.

All these and more to ensure you have a happy experience with Odoo project Management, and to get fruitful projects with greater outcomes. If you decide to implement Odoo project Management at your workplace, you can contact us at info@boraq-group.com  

Boraq Group is an official partner of Odoo and has long years of experience in all Odoo ERP modules such as CRM, Manufacturing, Accounting and Purchase, Sales, Warehouse Management, E-commerce, and Website. Our highly skilled teams of developers and consultants will provide you with the Project Management module that suits your business needs. 

Keywords: Project Management, Odoo, Modern Interface, CRM, Manufacturing, Accounting and Purchase, Sales, Warehouse Management, E-commerce, Website, Boraq Group