The Odoo project management module helps you to efficiently manage and track tasks, work on them effectively, quickly delegate them while keeping close track of your delegated tasks, and finally improve productivity.
1.Create Project and Manage Tasks: Project Management Module in Odoo gives you a flexible workflow that helps you to plan and organize tasks, analyze time plans, assign tasks to users, prioritize tasks, structure your projects into different phases, budget management, control invoicing and managing contracts. And also We can easily create projects, add team members, we can view info about planned time & actual time spent on each task, track issues, and bugs, and calculate project timelines through Gantt Charts. You can easily generate invoices based on time spent on each task by linking it to project timesheets or analytic accounts with very few mouse clicks.
2. Planning of Project: You can easily make a perfect plan for your projects. You can link tasks to your planning chart to have a great view of who will do what at a particular time. The traditional phased approach identifies the sequence of steps to be completed. Resource availability or resource leaves are tracked & updated using this . The Gantt chart allows you to easily manage your resources and plans by simple drag & drop. The Calendar view also helps you map your deadlines and tasks needing the most attention.
3. Service Contracts Management: Odoo Project management makes it very simple and easy for you to manage your contacts and other related services. The flexible nature of the software allows you to manage different types of contracts very easily. This software can be used to manage Fixed – price contracts, Cost – reimbursement contracts that are invoiced when services are completed, fixed-price contracts that are invoiced monthly as services are carried out , contracts limited in terms of fixed quantity rather than fixed amounts, and much more .
An overview
1. Modern interface
A ) ORGANIZE: Here, we can utilize the simple drag-and-drop view to easily group tasks at the right stage.
B ) SCHEDULE: Here we can Easily check your team’s planning and reschedule ( whenever necessary ) to keep within your deadlines.
C ) PLAN: we can easily Keep track of deadlines and progress of your projects with a clear overview.
D ) ANALYZE: Keep a good overview of your workload and of the status of individual tasks.
2.Forecast needs & resources
With the help of this feature, we can Schedule our teams across projects taking employees’ holidays into account. Plan for upcoming projects with forecasts based on comparable or similar projects and estimate deadlines more accurately. Compare forecasts with real timesheets for analyzing the increased profitability and productivity.
3. Power of visual information beyond your expectation
Flexible project management made simplify your processes and enhances staffs collaboration. Break down your project into small bite-sized tasks and assign them to your team for improved collaboration. Create customized stages for each project to simplify your workflow and increase overall project efficiency.
4 . Tasks Discussion & Document sharing
Add quick notes or attach files to any task and stay connected to your team. Forget endless follow-up meetings to keep track of projects. Communicate through the chatter, write in a shared real-time pad, or use live chat – all within a single interface!
5. Conceptualize project scope within an easy-to-read overview
Here we get a functional and dynamic graph view for every task. We can easily create graphs to analyze your data utilizing a powerful search tool, grouping functions, filter, and a variety of unique visual interfaces to help you track and maintain your projects from any level.
A ) Sales
B ) e – Signature
C ) Invoicing
D ) Mass Mailing
6. Fully integrated with other Odoo Apps
Turn sales & purchase orders into invoices with a single click and track them through their payment.
Automate the signing process of your contracts.
Turn quotes into professional-looking invoices in one click.
Send the right message to your leads, opportunities, and customers.