Top Bar in Odoo 18 Project App | Odoo 18 Project Management | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

The top bar in Odoo 18 Projects is a crucial component that provides quick access to various functionalities within the project management module. It is designed to enhance user experience and streamline project navigation. Key Elements of the Top Bar: 1. Project Name: The project name is displayed prominently at the top left corner, indicating […]

How to Configure Automation in Odoo 17 Project App | Automation in Odoo 17 Project | Odoo 17 Videos – CBMS Odoo ERP

Automation in Odoo 17: A Comprehensive Guide Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities: 1. Workflow Automation: Define business processes: Create workflows to guide the movement of data through different stages of a process […]

How to Restore Project History in Odoo 18 | Latest Features in Odoo 18 | New Features in Odoo 18 – CBMS Odoo ERP

Restore history in Odoo 18 Project is a new feature, that lets the users check the change made in the project task description. It shows at what time and who has modified the project task description. This Odoo 18 feature helps to restore the change that has been done for the project task description #Odoo18 #ProjectManagement […]

How to Add Collaborators to a Project in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Adding Collaborators to Streamline Projects in Odoo 17 Effective project management in Odoo 17 hinges on collaboration. By adding collaborators, you can assign tasks, share information, and keep everyone on the same page. Here’s a detailed guide on incorporating collaborators into your Odoo 17 projects: 1. Accessing Your Project: Launch your Odoo 17 instance and […]

How to Configure Project Visibility & Access Rights in Odoo 17 Project App | Odoo 17 Tutorials – CBMS Odoo ERP

Controlling Access with Project Visibility in Odoo 17 Odoo 17’s project module empowers you to manage projects efficiently. However, not every project requires the same level of visibility within your organization. Project visibility settings in Odoo 17 provide granular control over who can access and interact with project details. This guide explores the different visibility […]

Views in Odoo 17 Project App | Odoo 17 Project Management Tutorials – CBMS Odoo ERP

If project operations are not managed and completed methodically, it can be quite tiring. Every firm puts in place a suitable management system to enable work control over particular corporate goals. Project management includes organizing, creating tasks, designating responsible parties, keeping track of time, reaching deadlines, and invoicing for completed work. The most recent version […]

Reporting in Odoo 17 Project App | Reporting in Odoo 17 Project Management App – CBMS Odoo ERP

Odoo has created an effective project report generation system with the Odoo Project Module to address the need for an efficient project review and reporting system. #odoo17 The Odoo Project module facilitates a variety of operations, such as the creation and management of projects, tasks, and subtasks. Reporting is another essential feature of Odoo projects. […]

Business Flow: Construction Project – CBMS Odoo ERP

In this video, learn how a construction company uses Odoo to manage its daily business processes. From sales and timesheets to material purchasing and project management, Odoo covers all the operations needed to sell, plan, and track a construction project. 0:00 – Introduction 0:58 – Sales Negotiation 3:02 – Project Management 5:10 – Timesheets 7:33 – Integrated Invoicing […]

How to Manage Onsite Interventions Using Odoo 16 Project App | Manage Field Service in Odoo 16 – CBMS Odoo ERP

Indeed, we have a real-time example: Michel is an employee of my company in San Francisco, he needs to arrange an onsite visit for the project kitchen renovation. While visiting the site employee would carry out certain products purpose renovations. First, configure the project and enable field service from project settings. #odoo16 #odoofunctionalvideos #odooapps Video Chapters […]