Enable Dark Mode!
how-to-manage-projects-odoo-14.jpg
Blogger_636642884974783919.png
By: Asaf Muhsin

How to Manage Projects in Odoo 14

Functional Odoo 14 Project

Indulging in innovation and making custom-made products for the development of the company are the aspects that need to have more concentration from the company management and its executives. Coping up with the changes in the world and the technology along with innovating new ideas and tools will be the essential stand for the companies to come in the near future. As a matter of fact, it was the same terminology that was being practiced after industrialization where the company had to bring in new advancements to their product to compete in the market.


Let's consider an automobile manufacturer every year they design and develop a prototype with the most technology and advancements. These prototypes are showcased in auto expos, promotions events, and many other luxurious programs. In addition, these are not ready for the production line and would not have passed the required regulations. As a matter of fact, these models would be street illegal and could only be showcased in a facility. So why do car manufacturers do this? Firstly, to showcase the capabilities of the company and to prove that they are moving forward. Secondly, they can adapt the technology to a production car and can bring in a new model based on the prototype.


Likewise, the project operations of a company could be used for the research and development as well as the regularised company operations. A transition from existing software to a new one or the new version of it could be considered as a project which requires planning as well as employee involvement which needs to be coordinated and managed as well as monitored. Business management operations are always catastrophic and it needs major involvement for the management executives and could be a burden for the management team. In addition, with the increase in company operations, the workload among them would also drastically go up reducing the productivity capabilities of these employees.


Odoo ERP can be your savior, operating from a single platform with a modular design Odoo has a designated project management module. In addition, Odooo allows the users to control all the business operations of the company using designated applications specific modules available. Odoo has released the new version Odoo 14 which is considered the fastest and the most advanced Odoo ever. In the new version of Odoo, the panning module goes hand in hand with the project module allowing the users to plan the project operations of the company.


This blog will provide an insight into project management using Odoo 14


The project module of the Odoo platform allows the user to control all the project operations of the company with a modular approach from the platform. Once the user enters into the project module it depicts them with the project overview page which will depict all the project operations being functioning in the company. Moreover, there are various filtering as well as grouping operations available to draft out the respective project from the log list using default as well as a custom option.


how-to-manage-projects-odoo-14-cybrosys


A new project can be created from the same page by availing of the create option available. In the project creation window provide the name, enable or disable the option as depicted in the below image.


how-to-manage-projects-odoo-14-cybrosys


Tasks

The Odoo platform allows the user to perform various tasks regarding the projects which are pointed to be aiming at the final results of the project achievement as well as completion. The task window can be accessed from the dashboard and the user can select to create a new one or edit the ones available.


Provide in the respective task details, allocated project, parent task, assigned person, tags allocated, and enable the recurrent option if it is. In the description menu provided in the respective description of the task. The recurrence allows the users to configure the recurrence operations of the respective task. In addition, under the timesheet menu describe the timesheet operations of the respective employees.


how-to-manage-projects-odoo-14-cybrosys


The task menu depicts all the tasks being described on the platform. Moreover, the user can filter out the respective ones using various default as well as customized options available.


how-to-manage-projects-odoo-14-cybrosys


Planning

The planning module of the Odoo platform allows the user to conduct and configure the planning operation of the company. The planning module operations are directly linked to that of the project operations being conducted on the platform. The planning operations can be scheduled based on the employees. Select the schedule window and the view can be showcased in the form of day, week, month, or year. In addition, the schedule of the planned operations can be sent to the employees.


how-to-manage-projects-odoo-14-cybrosys


To create a new plan select the respective time slot or the date of operations and the user will be depicted with the following window. Here the employee, role, project of operations, task to be done, and the schedule of operations can be configured and saved.


how-to-manage-projects-odoo-14-cybrosys


Reporting

Like any other module of operations in the Odoo platform, the project module allows the user to derive reports on the operation of the company.


Task analysis

The task analysis report generated the report on the various tasks being functioning and operated upon the company.


how-to-manage-projects-odoo-14-cybrosys


Timesheet and planning analysis

The report generates the analysis content on the timesheet as well as the panning operations being scheduled in the planning module of the platform.


how-to-manage-projects-odoo-14-cybrosys


Project cost and revenues

The accounting report generated in the project module indicates the finance involved with each project and the task operations. Moreover, there are various filtering and measures operations to derive out the respective content.


how-to-manage-projects-odoo-14-cybrosys


Refer to our blog to know more about Odoo 14 Project Management Module  



Odoo training Package
Odoo Implementation Package

If you need any assistance in odoo, we are online, please chat with us.


cybrosys youtube

0
Comments



Leave a comment

 
Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message