How to Manage Project in Odoo 13
Managing completely different tasks in a corporation requires excessive administration abilities. Uninterrupted focus, willpower, agility, and so forth. are the important thing necessities for mission managers. Even with all these necessities met, the entire administration course of will be tiring due to the massive quantity of lifeless paperwork. From planning and assigning completely different duties to staff in documenting and assessing the general efficiency and progress of the enterprise, it’s a substantial amount of work to do.
With applied sciences reaching new heights daily, the world of enterprise has already migrated out of paperback paperwork to digital databases. With Odoo’s ERP software program, all of the intricate actions will be applied and analyzed with none muddle. The built-in modules make the whole administration course of easy and the duty executions turn into fluid. Planning tasks, scheduling work roles, assigning staff to work, Report evaluation and all the opposite actions will be executed in a hassle-free method in Odoo Project module. With Odoo’s ERP and it’s Project module, mission managers can work extra effectively and seamlessly.
In the opening window of the Project module, we are able to see all of the completely different tasks presently held by the corporate. You can use numerous customized filters and grouping choices or also can add new ones in accordance to your want. You can view the person duties in a mission by merely clicking on it.
In the image above you’ll be able to see a discipline names tags. While making a activity, you’ll be able to assign a number of tags to it by merely clicking on it. You can create new tags by going to, Project -> Configuration -> Tags and clicking ‘Create’. And additionally, a discipline is current to assign ‘Deadline’ to the project.
When you go to ‘All Tasks’ you’ll be able to see all of the completely different duties the corporate holds in the meanwhile. Different views will be set for viewing duties by choosing the corresponding icons from the highest proper nook. The out there choices are;
Kanban: Using this view you’ll be able to type duties in accordance to completely different levels they’re positioned. You can add extra levels and might fold away them in accordance to your wants. You can shift locations of every stage in addition to the duties between levels just by drag and drop operation.
List View: With this selection, you’ll be able to view the duties in record type and particulars like Assigned to, Planned Hours, Remaining Hours, and so forth.
Calendar View: With this view, you’ll be able to see the completely different duties unfold out in a calendar format. This helps you to shortly check out the scheduled duties for a sure time frame. The calendar will be synchronized with Google calendar or iCal.
Gannt View: Using this view, planning and implementing schedules is simplified.
The different choices for views are Pivot, View graph, View exercise, and View map.
You can at all times schedule completely different actions like a Phone name, Email, Meeting and so forth.to every activity. In order to create new ‘Activity Type’ go-to, Project -> Configuration -> Activity Types
Planning and assigning the responsibility to staff will be simply performed with Odoo Project Module. You can schedule worker duties by going to, Project -> Planning -> By Employee/By Project.
During the creation of labor roles, you possibly can assign totally different colours to every work function. This characteristic helps to distinguish every function simply from one another in the schedule chart.
Odoo additionally ensures efficient communication between staff members via SMS, Emails, and so forth. Team members can share paperwork and log notes will be simply added under the duties. A staff of any quantity can entry and share recordsdata on the similar time and at any time.
Well organized Reporting facility in Odoo Project module relieves you of the baffling means of report evaluation by easing it out lots. You can choose from the 4 evaluation stories by going to the reporting specifically;
Task Analysis
Analyze and consider the progress and graduation of each activity your organization maintain by going to; Project -> Reporting -> Tasks Analysis
Planning Analysis
You can at all times analyze the efficiency and the hours allotted for work to every worker in the Planning evaluation.
Project Cost and Revenues
As the title signifies, the expenditure and income of the tasks can be found in Project price and reporting.
There additionally an choice for Timesheets and Planning Analysis in Reporting.
In addition to all these options, many add-on modules can be found in the Odoo app retailer for personalized operations.
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