Project & Services
Course Overview
The Odoo Project & Services course teaches participants how to manage projects, tasks, and service delivery using Odoo ERP. Learners will understand how to organize workflows, track time, collaborate with teams, and connect projects with sales and invoicing processes.
Course Objectives
By the end of this course, participants will be able to:
- Understand Odoo Project and Services workflow
- Create and manage projects and tasks effectively
- Configure project stages and workflows
- Assign resources and manage team collaboration
- Track timesheets and service delivery progress
- Monitor project performance and profitability
- Automate service invoicing from project activities
- Integrate projects with Sales and Accounting modules
- Generate project reports and analytics
Target Audience
This course is ideal for:
- Project Managers
- Service-Based Business Owners
- Consultants and Agencies
- Operations Managers
- Odoo Functional Users and ERP Consultants
- Teams managing client projects or internal operations
Prerequisites
- Basic computer knowledge
- Basic understanding of business workflows
- Familiarity with Odoo Fundamentals is recommended but not required
Course Outline
Module 1: Introduction to Project Management in Odoo
- Overview of Odoo Project module
- Project workflow concepts
- Navigation and user roles
Module 2: Project Creation & Configuration
- Creating projects
- Project visibility and access rights
- Task stages and pipelines
- Project templates
Module 3: Task Manageme
- Creating and assigning tasks
- Subtasks and dependencies
- Task priorities and deadlines
- Kanban, List, and Calendar views
Module 4: Team Collaboration
- Internal communication tools
- Notes, activities, and notifications
- Document sharing within projects
Module 5: Timesheets Management
- Recording working hours
- Timesheet validation
- Linking timesheets to projects and tasks
Module 6: Service Delivery Workflow
- Managing service products
- Tracking delivered services
- Monitoring workload and productivity
Practical Coverage / Hands-On Work
- Creating projects and task pipelines
- Assigning team members and managing deadlines
- Tracking timesheets and service hours
- Managing real project workflows
- Generating invoices based on services delivered
- Monitoring project profitability and performance
- Using collaboration tools within Odoo projects
Learning Outcome
After completing this course, participants will be able to manage service operations and projects efficiently using Odoo. They will understand how to organize teams, track project progress, automate service billing, and analyze project performance to improve delivery and profitability.
Course Level & Duration
Level
Beginner – Intermediate
Duration
6 – 8 Hours
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