Project Management

Last updated: november 21, 2019

Project Management


Under the Odoo Project Management module, the invoice is mainly done on three elements.

  • Timesheet
  • Ordered quantity
  • Milestones

To configure different service invoicing policy, go to the sales module, create a product with product type as service. Under sales tab of the product, select Service Invoicing Policy option: Timesheets on Tasks, Milestone, Ordered Quantities.

Here, one can also enable different service tracking options. For instance: Do not create task, create a task in existing project, create a new project but no task and so on.

Click save to mark the changes.

Each project will have more than one task that are handled by different employees. Therefore, each employee’s timesheet cost will be different. Timesheet cost is the service cost of an employee per hour on a project. Invoice based on the timesheet is one kind of invoicing method that helps to invoice the exact working hours of the employees on a project.

Now after configuring the product under sales, go to Projects.

Here you can see all projects with the respective project manager alongside the valid contacts.

Next open a project for creating the sales order.

Here you can edit the project if you want to or else click the CREATE button.

Upon clicking the CREATE button, you get to the following window, from where you can create the sale order for that project.

One can find here, the relevant details such as project manager, analytical account, customer, project visibility settings and many other.

Upon clicking the CREATE SALE ORDER button, a pop-up window will appear like below.

From here one can select the customer, the service, the unit price, and the billing type. By default, there are two types of billing in Odoo:

  • At employee rate
  • At project rate

Under the Employee rate, the bills are calculated based on timesheet cost of the employee. However, under the project rate, the cost amounts to the fixed cost of the project.

Click CREATE SALES ORDER button after entering all the details.

You can see the created sales orders under Configurations> Project.



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