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

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.

Fully Customizable

Customize the process of every project, rename stages, automate emails and alerts according to your own activities, etc.

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.

• Create a project.
• Tick Manage time estimation on tasks and Log work activities on tasks in Project settings.
• Choose your preferred working time unit for time estimation.
• Then, add time estimations for your tasks.
• As the task responsible, encode work activities on tasks and have a look at the progress bar (time spent/planned time).
• Show the list view by user.

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.

• Tick Allow task delegation in Project settings.
• As a project manager, delegate a task of someone on holiday to another person (from the Delegation tab).
• Change the title of the delegated task (duplicate of the original task) and set the planned time (the remaining time by default).
• Update the validation task (original task) which is meant for the first responsible to check the work done by the new responsible.

Calendar of Deadlines

Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.

Multi-Project

Work on single or multiple projects at the same time. Perform multi-project analysis and searches.

Document Management

Manage documents related to tasks, issues or projects (specifications, plans, etc.).

Gantt Chart

Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.

Graphs

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.

Time Tracking

Track expected hours, effective hours, re-forecasts on tasks.

Archive 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.

• Tick Generate tasks from sale orders in Project settings.
• Create a product with the following information:

- Product type = Service;

– On the Procurements tab, tick Create Task Automatically.

• Create a sales order with this product.
• Choose the right project (or contract linked to a project) if you are using the Contract Management app (cfr Billing chapter).
• Retrieve the task within the project once the sales order has been confirmed.

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.

• Apply Track issues and bugs in Project settings.
• Create a project to manage issues.
• Set an email alias and opt for generating Issues for incoming emails.
• Create an issue manually or by sending an email.
• Assign to someone, add some tags and mark the issue as a priority.
• Use the chatter to discuss with the contact.
• Update the issue stage.
• As soon as the issue is closed, have a look at the statistics under Extra Info. Once again, Odoo software is there for you to make work easier!

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.

• Create 2 projects for which you handle issues. Assume the second project is the project escalation of the first one. You can set up escalation in the project form of the first project, under Other Info > Miscellaneous > Project Escalation.
• Escalate an issue that needs to move to the next level.

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.

• Tick Invoice working time on issues.
• Make sure Contract Management is installed too.
• Open a customer project and click the Contract link.
• In the contract, apply the invoicing based on timesheets, select the default pricelist and set the invoicing ratio to 100%.
• Add some worklogs for an issue of this project.
• Then, go to Project > Invoicing > Invoice Tasks. Here you retrieve the timesheets recorded from both issues and tasks that have to be invoiced (Invoicing on Timesheets applied to the related contract).
• Select the timesheets to invoice and click Create Invoice from the pull-down menu More.
• Select the details to show in the invoice and generate it.

Customer Tickets

Use issues to track support contracts, tickets and bug reports.

Email Integration

Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.

Service Level

Link SLA-related information to issues: time to open a ticket, time to close a ticket, statistics on the volumes and performances, etc.

Automate Actions

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:

• the average working hours to close an issue;
• the number of current issues to solve in priority;
• the quickest operator to close issues.

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.

• Go to Reporting → Project and discover the multi-dimensional analysis, the measure items and the favorite searches.
• Make appropriate searches to find out:

- 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.

Email Integration

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.

Custom Alerts

Follow tasks in just a click and get alerts based on relevant activities.

Activity Log

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.

Real-Time Collaboration

Use the etherpad integration to collaborate on tasks in real time with several users contributing to the same content.

Timesheets

Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.

Customer Satisfaction

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

Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare forecasts with real timesheets.

Customer Portal

Customers have access to their tickets from the front-end portal.

Contracts

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.