91 lines
3.7 KiB
ReStructuredText
91 lines
3.7 KiB
ReStructuredText
============================
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Introduction to Odoo Project
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============================
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.. youtube:: PWKez0gn6Ts
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:align: right
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:width: 700
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:height: 394
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Transcript
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==========
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As a business manager, I have a varied job involving
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multiple stakeholders. To manage every task seamlessly,
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Odoo Projects is of great help.
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With Odoo Projects, our project team members can easily
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plan and execute the launching of a new product line in
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Canada. I organized this project by creating different
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stages. It allows us to clearly identify the status of
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any task at any time, and for any user. It is convenient
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for any other project manager too.
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These well-structured project stages are fully customizable.
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Here I identify one missing stage, I can easily add it
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in just a click. In our project management process, I
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proceed to a final review, so I add this stage. Odoo
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projects is designed to work for any kind of business.
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Once a task is done, each colleague can highlight it by
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changing its status. That will help the project manager
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to review the task before changing the stage with a
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simple drag and drop. Easy, right?
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We can also organize the different tasks by adapting the
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view. Here, I select the list view, which shows other
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information such as the working time progress. If I click
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on my task, I land on the form view where I can edit the
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planned hours and enter my timesheets. This is a great
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tool for any project manager. Controlling the working
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time progress and the time spent for each team member is
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essential. I set the time for the sales team training to
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24 hours. Today, I prepared the material, so I will log 4
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hours in the timesheet. The working time progress updates
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automatically. Thanks to this timesheet integration, the
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project manager has a thorough follow-up on the progress
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of each task.
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Another great feature in Odoo projects is the forecast
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tool. When it is activated, I can plan resources per
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project and the workload. Therefore, the time allocation
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for other projects is much easier. For this project, I
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have to train members of the sales team. It will require
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50% of my time until the end of the week. As project
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manager, I can do this resource allocation for any user
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and adapt it according to their other projects. This will
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prevent any form of time overlap. I can reassign a task
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or adapt the deadline. Odoo projects is the perfect app
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for strategic and executive planning.
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Plus, every aspect of any project can be analyzed, thanks
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to the reports. For example, We can have a report of
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effective hours spent in comparison with the planned
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hours. I can assess the profitability of any project,
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any task, or any team member. I can also look at the
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number of hours assigned to each team member.
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Another element of an excellent project management is
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communication. This is a key factor for the success of
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any project. While dealing with multiple stakeholders,
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being able to share documents directly in the task is
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very helpful. With Odoo projects, I can discuss through
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the chat feature that is always one-click away. I can
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also start a new conversation with anyone in my team.
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In addition to being a powerful app for managing projects
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seamlessy, Odoo projects is also an effective customer
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service or after-sales app. With it, I can follow any
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customer issue, even create a dedicated support project.
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The app also automatically creates an invoice of time
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spent on tasks or issues.
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Odoo projects is a powerful, yet easy-to-use app. At
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first, I used the planner to clearly state my objectives
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and set up the project app. Get this app, it will help
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you get started quickly too.
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Start your free trial now and better manage your
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projects with Odoo!
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Start your free trial now with the CRM sales people love |