documentation/content/applications/services/project/project_management.md

Project management

Odoo Project uses the Kanban project management system. This means all projects are broken down into tasks, which are categorized on a whiteboard according to what production phase they are in.

:::{admonition} Did you know? The word Kanban comes from Japanese and refers to the "visual board" management method. :::

:::{seealso} Odoo Tutorials: Kanban Project Management :::

(project-management-configuration)=

Configuration

Open the Project app and click {guilabel}Create to start a new project. Enter a {guilabel}Name for your project and click {guilabel}Create Project.

You can customize your existing projects from the dashboard by clicking the drop-down toggle button ({guilabel}⋮) on your project's card.

:align: center
:alt: Project card

This enables a new menu divided into four parts:

• {guilabel}View: see an overview of your project's components, such as its {guilabel}Tasks, {guilabel}Milestones and {guilabel}Project Updates. Depending on which apps you have activated, more options may be available, such as {guilabel}Documents. All uploaded files can be found under this menu, as well as in the Documents app, under {guilabel}Projects;

• {guilabel}Reporting: analyze your project's progress and profitability through graphics and statistics;

• Color: make a line of color appear on the left side of the card so that your project is more recognizable;

• {guilabel}Settings: you can change the following:

  • the {guilabel}Name of the project;
  • the {guilabel}Name of the tasks found under that project;
  • the {guilabel}Customer for whom the project is intended;
  • the {guilabel}Tags used for filtering;
  • the {guilabel}Company responsible for the project;
  • the employee designated as {guilabel}Project Manager;
  • the {guilabel}Planned Date of the project;
  • the total {guilabel}Allocated Hours for that project.

Additionally, you can mark the project as {guilabel}Favorite, allowing you to find it using the {guilabel}My Favorites filter on the Kanban view;

:align: center
:alt: Project settings

:::{seealso} Odoo Tutorials: Customize projects :::

Further settings are available under the {guilabel}Settings tab. Most of them are only available depending on the activated apps.

Scheduling activities

You can schedule activities (ex. {guilabel}Call, {guilabel}Meeting, etc.) per project by clicking on the clock icon on a project. Doing so opens a list with already scheduled activities and allows planning new activities by clicking {guilabel}+ Schedule an activity. On the pop-up window, select the {guilabel}Activity Type, enter a {guilabel}Summary for that activity, a {guilabel}Due Date, and assign it to an employee. According to the {guilabel}Activity Type, you may have additional options available.

:::{note} If an activity is already scheduled, the icon may change to a phone, group of people, or other. :::

(project-project-management-top-bar)=

Top bar

In project management, reviewing the various records and documents related to a project is often necessary. Odoo Project’s top bar provides quick access to these essential resources. You can customize each project's top bar to match its specific needs.

To set up the top bar for a project, go to the {guilabel}Project app, click the project's card, then click the top bar {icon}fa-sliders {guilabel}(sliders) button. In the bar that appears above the search bar, click the {icon}fa-sliders {guilabel}(sliders) button to select the records you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc.

You can then click the buttons to access the related records without leaving the Project app. To return to your project tasks' Kanban view, click the {guilabel}Tasks button in the top bar.

:alt: Top bar selection menu

Custom top bar buttons

You can also create your own buttons to access more specific views:

1. Click an existing top bar button to access the view.
2. Customize the view with keywords, filters, and grouping options using the search bar.
3. Click the {icon}fa-sliders {guilabel}(sliders) button in the top bar and select {guilabel}Save View.
4. Edit the default button name if necessary, then enable {guilabel}Shared if you want to share the button with other users.