A project is defined as a sequence of tasks that must be completed to attain a certain outcome. Every company will have different projects. To achieve the desired outcome, each project will have its own planning, organizing, analyzing, and regulating processes. The project module in Odoo ERP helps you view the progress of each project and handle it efficiently. Let us look into how Odoo helps us handle our projects with the Project module.
Install the project module provided by the Odoo ERP into your Odoo and open it. In the project dashboard, you can view the different projects created by you here. Currently, as there are no projects when installed, they will be empty. So let’s create a new project. Click on the New button on the screen to create a new project. It will pop up a wizard asking for the name of your project. You can also select optional features like Billable, and Timesheets to track time spent on projects and tasks, and the Planning option to plan resource allocation across projects and estimate deadlines more accurately.
After filling in details, click on the create project button and it will take you to the dashboard of the new project you created. Click on the Project option in the Menu tab to see your project created in Kanban view. You can also create and see all your projects in the list view by going to the project option in the Configuration tab. Select your project from the configuration tab. You can fill in your additional details of the project like the customer, project manager, allocated hours, and planned date, and select tags to find related tasks which can be created and added while configuring the task. You can select multiple tags. And save your changes.
In the description tab, you can give a description for your project, and in the settings tab, you can select the sale order item of the project and visibility of the project to Invited internal users, All internal users, or Invited portal users and all internal users. To record the cost and revenue of the project, select the analytic account of financial management from the settings menu. The settings tab also has other configurations like task management, time management, sales and invoicing, documents and analytics, and field service.
You can configure it as per the needs of your project. If you select the Billable option, you get an additional tab known as invoicing. In the invoicing tab, you can edit the sale order item linked to the project and the assigned employee, unit price, and hourly cost to define the rate at which an employee’s time on the project is built.
At the top of the page, you can see Share Readonly and Share Editable buttons. Click on the Share Readonly button if you want the project to be readable and not edited by the recipients. You can allow recipients to edit the project by clicking on the Share Editable button and selecting the required recipients to edit the project.
Going back to the kanban view, you can now see the customer you selected in the kanban box, along with the number of tasks assigned, the project manager, and the planned dates that you filled in. You can set the status of the project as on track, off track, on hold, at risk, or as done.
In the kanban box, click on the three dots to view the tasks, timesheets, milestones, sales order, and also the reporting option to generate reports like task analysis, burndown chart, etc. You can also share and set the settings of the project from this menu and also set the color to highlight the project.
Assign Tasks to Project
Now let’s assign tasks to your project. First, go to the settings in the Configuration tab. At the Task Management menu, you can enable options such as sub-task to split your tasks to organize your work into sub-milestones, Recurring tasks to auto-generate tasks for regular activities, Task Dependencies to determine the order in which to perform tasks, and Milestones to track major progress points that must be reached to achieve success.
Now we can provide the stages for the project. You can click on the See Examples buttons to view how stages can be assigned. So add the different stages which will be according to your project. And then create the tasks for the stages. You can click on the plus button to create the task and add an assignee to it.
Click on the created task to go to the task form. You can fill in the additional details like the milestone, customer, sales order item, and deadline, and add tags. Sales order item is auto-allocated after selecting the customer. You can add a description for your task in the Description box. Additional tabs like sub-task, recurrent, and blocked will be visible based on your configuration. In the timesheet tab, you can enter the recorded time spent on the task. You can add the allocated hours to the task, add all employees assigned to it and configure the hours spent by each in the line. After entering the details, you can see the hours spent and the remaining hours left for the task.
Start the Task
After setting these values, you can track the time by clicking on the Start button on top to start the task. You can also pause and stop the task when it’s completed. When clicked on the stop, you can enter the duration and description for your task. Save it and you can see it added to the timesheet and reflected on the total hours left. You can organize your activities using sub-task in a systematic way. You can use the blocked by option to block other tasks based on the needs of this task. Click on it and select the task you want to block. In the recurrence tab, you can select the days on which you want to repeat the task.
So Odoo will display the next occurrence of this task based on the days selected. You can decide how long the task is to be recurred as forever, a particular date, or a certain number of recurrences. So this is how you can create tasks in your project in the project module in Odoo. Configure all other tasks and stages similarly to manage your project efficiently and systematically.