Odoo Project Management Tracker (PMT) Tool
Manage Projects, Resources, Time and Collaborate with Multiple Teams – all from a Single, Interactive Project Management Tracker Tool.
Automated | Simplified | Accurate | Efficient
Well Planned | More Deliverable | Right Utilization
Clarity | Communication | Collaboration | Efficiency
Work Flow Management
Monitor Project Flow | Execution Cycle | Get Desired Outcomes
Executive Report And Dashboard
Insightful | Actionable | Decisive
Manage your Projects Efficiently
A project is an activity processed by your employees. It can be internal or customer-oriented. A task is something to perform as part of a project. You will be able to give different tasks to several employees working on this project.
Modern User Interface
A fast user interface designed for modern project management. Get all the information you need and where you need it.
Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.
More and more internet users are logging in and making purchases from mobile devices. With Tefugen's solutions, your online Project mangment Tracker can reach any audience on any device be it a desktop computer, laptop, smartphone, or tablet and there is no need to perform a separate redesign for a mobile site since the interface lets you seamlessly integrate your desktop site to any device enabling you to quickly reach a wider audience on their preferred device.
Filters and Groups
Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.
Customize the process of every project, rename stages, automate emails and alerts according to your own activities, etc.
Create an Internal Project
Start from Odoo.com and start a new instance with Project Management. If you are already using Odoo, install the application from the Settings.
Schedule your Projects
Odoo’s Project Management provides you with a variety of tools that can easily be adapted to your own project management system in order to optimize your time in a simple and professional way.
Log your Work Activities on Tasks
Now that your projects are running, people can start working on them and record the time they spend on each task. Odoo allows you to easily compare estimations with the time spent in order to find out the status of your projects.
Customized Kanban View
Drag & drop tasks easily with the kanban view. Group tasks by stages, responsible, deadline, etc. Change name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. Create tasks from sales orders.
Delegate Tasks & Check the Work Done
If an employee takes a week off, he will delegate his task to one of his colleagues. After delegation, there are two different tasks: the first one with the new responsible, and the second named “CHECK” with the previous responsible. Show that on the tasks there is a follow-up with parent and delegated tasks.
Calendar of Deadlines
Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Manage documents related to tasks, issues or projects (specifications, plans, etc.).
Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.
Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project, etc.
Pivot Table Analysis
Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
Track expected hours, effective hours, re-forecasts on tasks.
Archive tasks done and have a clear view of the other tasks you still need to work on.
Populate your Tasks from your Sales
The Project Management app is fully integrated with other applications. Here, we will discover how to generate tasks from sales order lines. This is really useful, because it makes you save precious time.
- Product type = Service;
– On the Procurements tab, tick Create Task Automatically.
Manage a Support Project
An issue is a problem that occurs within a project and needs to be solved and followed up. With the Project Management app, you are able to link an email address to a project. This will allow the system to create an issue or a task for each email received via the referenced address.
Escalate an Issue to the Next Level
Issues can be managed at different levels in Odoo. For instance when people from level 1 are not able to fix the issue, they can escalate it to the second level, and so on.
Invoice your Working Time on Issues
Just as for tasks, you are able to invoice your issues working time. As every project is linked to a contract, you can choose to invoice the customer based on timesheets, fixed price and/or charge expenses.
Use issues to track support contracts, tickets and bug reports.
Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Link SLA-related information to issues: time to open a ticket, time to close a ticket, statistics on the volumes and performances, etc.
Use triggers and automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
Highlight the Velocity to Close Issues
Regarding issues, the metrics project managers want to estimate are about the time needed to fix problems, etc. Find out:
Analyze the Efficiency of your Project Processes
As a manager, you need to keep an eye on the tasks and issues from the different projects in order to drive your company. The Reporting section enables you to perform accurate analysis on your business data.
Analyze the Workload on Tasks
The Reporting tool for tasks will help you find out the bottlenecks in your projects in terms of resources and stages, the most efficient workers, the average delays, etc.
- the planned hours and the remaining time by responsible;
– the most loaded responsible in terms of number of tasks and remaining hours;
--- the most critical bottleneck in terms of tasks in delay (Overpassed Deadline = amount);
– the best responsible in terms of progression (%);
– a trend in terms of time to accomplish tasks;
– the stage in which the delay is the most important.
Every project can have its own email address. Create tasks or issues by sending an email to the project. All recipients/CC of the email will be added as follower of the task. Communicate on tasks by email.
Follow tasks in just a click and get alerts based on relevant activities.
The activity log attached to every task or issue gives you a detailed history of all activities on the document.
Chat with Users
Chat online with other users to get real time answers to your questions. Use discussion groups to chat in tasks.
Use the etherpad integration to collaborate on tasks in real time with several users contributing to the same content.
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Use the customer satisfaction rating survey to get feedback from customers every time you close an issue. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare forecasts with real timesheets.
Customers have access to their tickets from the front-end portal.
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.
From Sales to Tasks
Generate tasks based on sales orders or template of projects that you reuse from customer to customer.
Track internal projects with tasks and manage teams efficiently by setting clear priorities.
Effortlessly manage after sales services requests and configure a customized process in the kanban view.
Automatically create issues by email, track support services and count hours on contracts.
Forecast project resources, track tasks and milestones, record timesheet and analyze the performance of the team.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Get statisitics on your issues to analyze the performance of the customer service team.