documentation/project/overview/main_concepts/introduction.rst

91 lines
3.7 KiB
ReStructuredText

============================
Introduction to Odoo Project
============================
.. youtube:: PWKez0gn6Ts
:align: right
:width: 700
:height: 394
Transcript
==========
As a business 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 organized 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. In our project management process, I
proceed to a final review, so I add this stage. Odoo
projects is designed to work for any kind of business.
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 4
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
seamlessy, 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.
The app also automatically creates an invoice of time
spent on tasks or issues.
Odoo projects is a powerful, yet easy-to-use app. At
first, I used 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!
Start your free trial now with the CRM sales people love