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Odoo Project, Timesheets & Tasks
Course Overview
This course focuses on managing projects, tasks, and timesheets using Odoo. Participants will learn how to plan projects, track work progress, record time, and analyze project performance using Odoo’s integrated project management tools.
Course Objectives
By the end of this course, participants will be able to:
- Create and manage projects in Odoo
- Plan and track tasks and activities
- Record and manage timesheets
- Monitor project progress and costs
- Analyze project performance and profitability
Target Audience
This course is ideal for:
- Project managers and team leaders
- Service-based businesses
- Consultants and professional service teams
- Business owners and operations managers
- Odoo functional consultants
Prerequisites
- Completion of Odoo Fundamentals (Beginner Level) or equivalent knowledge
- Basic understanding of project management concepts
Course Outline
Module 1: Project Management Overview
- Project management concepts in Odoo
- Project types and configurations
- Integration with sales, timesheets, and accounting
Module 2: Project & Task Setup
- Creating projects
- Task stages and workflows
- Assigning users and deadlines
Module 3: Task Management & Collaboration
- Task planning and prioritization
- Activities and communication
- Kanban and task views
Module 4: Timesheets Management
- Timesheet configuration
- Recording time on tasks and projects
- Timesheet approval workflow
Module 5: Project Costing & Billing
- Linking projects to sales orders
- Billable vs non-billable time
- Invoicing based on timesheets
Module 6: Project Monitoring & Reporting
- Project progress tracking
- Timesheet analysis
- Project profitability and performance
Practical Coverage / Hands-On Work
- Creating and managing projects and tasks
- Recording and validating timesheets
- Tracking project progress in real scenarios
- Generating project and timesheet reports
Learning Outcome
Participants will be able to manage projects and tasks efficiently in Odoo, accurately track time, and gain full visibility into project performance and costs.