Many companies process their orders within the framework of projects. A project is characterised by different features. It is a unique process with precisely defined activities, which are characterized by a fixed start and end time.

Project management is defined as the initiation, planning, steering, control and completion of a project. The project is managed by the project manager, who represents the project to the client and leads the project team. In international comparison there are different project management standards, which follow different approaches within the different project management processes.

In Odoo OpenERP, a project is said to be a set of assignments to be completed. The Odoo project management module gives an efficient solution for sorting out a task and monitors advancements. This application is intended to be easy to understand and connect with other Odoo modules including Sales, Invoicing, Mailing, and e-signature, reducing time spent on information entry. 

In this blog we will talk about Odoo Project Management Module.The module comes with two different access rights, user and administrator. The user has read rights for the projects and project tasks and is additionally authorized to delete his own time entries in the project tasks as well as the project tasks themselves.The administrator has full access rights to the projects, project tasks, reporting and configuration of the module.

Odoo project management is a time saving tool that can give us a visual overview of all our ongoing projects. This helps us to manage people, tasks, due dates, manage multiple projects, daily timesheets, etc. Odoo project management provides functionalities to manage multiple projects. Odoo project management provides graphical charts, Gantt charts etc to analyze the progress of specific tasks and projects.

The Odoo Project Management module helps to do this very efficiently. This module manages and tracks each task, works successfully on them, assigns them efficiently while maintaining a good track of the assigned tasks, and eventually improving productivity. 

Features of the Odoo Project Management Module 

Project Overview : Businesses can get the most important information on their project at a glance: billable hours, time forecasted and time spent.

Large Screen View : Optimized view for larger screens, with a scrollable chatter on the right. 

Fully Customizable : Customize the process of every project, rename stages and alerts according to your own activities, automate emails, etc.

Dashboard : Businesses can use predefined dashboards or build their own using the advanced reporting engine.

Modern User Interface : A fast user interface designed for modern project management. Get all the information you need in seconds.

Mobile : Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.

Filters and Groups : Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.

Gantt Chart : Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.

Archive Task : Archive finished tasks and have a view of just the ones you still need to work on. 

Customized Kanban view : Drag & drop tasks easily with the Kanban view. Group tasks by stages, responsible, deadline, etc. Change the name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. See the remaining hours of your tasks also through the Kanban view.

Graphs : Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project, etc.

Calendar of Deadlines : Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.

Pivot Table Analysis : Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.

Time Tracking : Track the expected and effective hours to re-forecast tasks.

Multi-Project : Work on single or multiple projects at the same time. Perform multi-project analysis and searches.

Post Sale services : Businesses can effortlessly manage after-sales service requests and configure a customized process in the kanban view. 

Document Management : Manage documents such as specifications, plans, etc.

Subtasks : Enable the sub-task feature project by project. Create multi-level subtasks to manage the relationship between tasks.

Email Integration : Every project can have its own email alias. Emails sent to this address automatically create tasks. All recipients of the email are added as followers of the task. Communicate on tasks by sending emails or logging notes. 

Communicate with your customers by email. Everything is automatically attached to the issue to get full visibility.

Real Time Collaboration : Use the Etherpad integration to collaborate on tasks with several users on the same content, at the same time.

Customer Satisfaction : Business associates can use the customer satisfaction rating survey to get feedback from customers every time they close an issue. After completing each milestone, an automatic email is sent to the customers and feedback is received directly. 

Automate Actions : Use automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.

Chat with Users : Chat online with other users to get real-time answers to your questions. Use discussion groups to chat about tasks.

Customer Tickets : Use issues to track support contracts, tickets, bug reports.

Custom Alerts : Follow tasks in just a click and get alerts based on relevant activities.

Activity Log : The activity log attached to every task gives you a detailed history of all activities on the document.

Reason which makes the Odoo Project Management Module best : Today most of the percentage of users who are functioning with Odoo make use of the project management module which ensures them that they have the full-fledged capability which is the main reason for making it one of the beneficial tools of operations to run the project management operations.

  • Prediction of revenue and employee performance on each project will add up to the planning aspects.
  • With the option to time, all the task and project operations using the integration with the timesheet module make it even more trustworthy for operations.
  • Advanced reporting features lose the capability to generate quantitative reports for the analysis operations on projects to run with ease.
  • Integration with the discuss module helps you with the communication of internal as well as external activities to run smoothly in a project.
  • The capability of managing multiple projects and defining multiple tasks and subtasks on each of them and managing them efficiently makes it one of the advanced systems.
  • With the option to time, all the task and project operations using the integration with the timesheet module make it even more trustworthy for operations.

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