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Project Management

 

Flexible and Smart Management of Your Projects from Start to Delivery

 Introduction

In a world where business and project complexities are constantly increasing, having a system that ensures effective planning, execution, and monitoring of every task is essential.

With that in mind, the Project module in Odoo ERP provides a comprehensive solution for managing projects across all phases—from idea to completion—while tracking time, resources, and costs in a flexible, user-friendly environment.

 What Is the Project Module in Odoo?

The Project module is an integrated tool to manage all types of projects (whether internal or client-oriented). It offers features for task planning, role assignment, time tracking, team collaboration, and linking projects to invoicing, budgeting, and sales when needed.

 Core Components of the Project Module

  1. ️ Projects
    • Easily create a new project
    • Define the project name, client, timeline, and responsible team
    • Categorize projects by department or service type
  2.  Tasks
    • Break down the project into actionable tasks
    • Assign responsibility and due dates to each task
    • Track task progress using Kanban or Gantt views
  3.  Timesheets
    • Log time spent by each team member on specific tasks
    • Automatically calculate working hours
    • Link recorded time to invoicing (for client-based projects)
  4. ️ Stages
    • Customize workflow stages (e.g., To Do, In Progress, Done)
    • Move tasks between stages using drag & drop
    • View the overall status of projects and tasks at a glance
  5.  Collaboration & Communication
    • In-task discussions and comments
    • File attachments and progress updates
    • Automatic notifications and alerts

 Integration with Other Modules

Module

Integration Function

HR (Human Resources)

Link tasks to employees and track hours via timesheets

Accounting

Generate invoices based on time or completed milestones

Sales

Link projects to customer contracts or sales orders

Helpdesk

Convert tickets into project tasks easily

Expenses

Track and allocate expenses to specific projects

 Reports & Analytics

• Time reports per task or user

• Performance reports per project

• Project cost and profitability analysis

• Monitor delayed or over-budget projects

 Key Benefits

• Interactive and intuitive interface (Drag & Drop)

• Supports teamwork and communication within tasks

• Flexible workflow customization

• Task linking with cost, time, and billing

• Suitable for managing IT, construction, service, or internal projects

 Potential Challenges

• Very complex projects may require additional customizations

• Team training is necessary to understand project/task structures

• Advanced integrations may require the Enterprise edition

 Summary

The Project Management Module in Odoo ERP offers an ideal environment for organizing work, assigning tasks, and achieving transparency within teams—helping you deliver projects on time and at the lowest possible cost.

Whether you're managing a small internal initiative or a large client-driven project, Odoo equips you with the tools to efficiently and flexibly manage every detail.

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