Odoo Projects (Tour)


As a project manager, I have a varied job involving
multiple stakeholders. To manage every task seamlessly, Odoo Projects is of great help. With Odoo Projects, our project team members
can easily plan and execute the launching of
a new product line in Canada. I organize this project by
creating different stages. It allows us to clearly identify the status of any task at any time and for any user. It is convenient for any other
project manager too. These well-structured project stages are fully customizable. Here, I identify one missing stage. I can easily add it in just a click. Once a task is done, each colleague can highlight it
by changing its status. That will help the project manager to review the task before changing the stage with a simple drag-and-drop. Easy, right? We can also organize
the different tasks by adapting the view. Here, I select the list view, which shows other information such as the working time progress. If I click on my task, I land on the form view where I can edit the planned hours and enter my timesheets. This is a great tool for
any project manager. Controlling the working time progress and the time spent for each
team member is essential. I set the time for the sales
team training to 24 hours. Today, I prepared the material. So, I will log four hours in the timesheet. The working time progress
updates automatically. Thanks to this timesheet integration, the project manager has
a thorough follow-up on the progress of each task. Another great feature
in Odoo Projects is the forecast tool. When it is activated, I can plan resources per project
and the workload. Therefore, the time allocation for other projects is much easier. For this project, I have to train members
of the sales team. It will require 50% of my time until the end of the week. As project manager, I can do this resource
allocation for any user and adapt it according
to their other projects. This will prevent any
form of time overlap. I can reassign a task
or adapt the deadline. Odoo Projects is the perfect app for strategic and
executive planning. Plus, every aspect
of any project can be analyzed thanks
to the Reports. For example, we can have a report of
effective hours spent in comparison with
the planned hours. I can assess the profitability
of any project, any task or any team member. I can also look at the number
of hours assigned to each team member. Another element of an excellent project management
is communication. This is a key factor for the success
of any project. While dealing with multiple stakeholders, being able to share documents directly in the task is very helpful. With Odoo Projects, I can discuss through the chat feature that is always one click away. I can also start a new conversation
with anyone in my team. In addition to being a powerful app for managing projects seamlessly, Odoo Projects is also an effective customer service
or after-sales app. With it, I can follow any
customer issue, even create a dedicated
support project. Odoo Projects is a powerful,
yet easy-to-use, app. At first, I use the planner to clearly
state my objectives and set up the project app. Get this app! It will help you get started quickly too. Start your free trial now and better manage your
projects with Odoo!

4 Comments

Add a Comment

Your email address will not be published. Required fields are marked *