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ERP HERITAGE ODOO PARTNER · MELBOURNE

Project

Tasks, timesheets, gantt, profit per project.

Project tracking with kanban and gantt, time logging tied to billing, project profitability built from real cost, milestone-based revenue recognition, and the customer-portal visibility your clients now expect. The project module the project manager and the partner both rely on.

Capabilities

What Odoo Project actually does.

Out of the box, configurable. The five capabilities most Project customers lean on.

  1. 01

    Tasks and views

    Kanban, list, gantt, calendar, and pivot views over the same data. Practitioners pick the view they think in.

  2. 02

    Timesheets

    Time entered against tasks by client and project, manager approval, billing-rate per practitioner per project where it differs, integrated to invoicing.

  3. 03

    Project profitability

    Effort sold, effort delivered, expenses, sub-contractor cost, overhead allocation. Margin visible from day one, refreshed every approval.

  4. 04

    Milestones and billing

    Fixed-fee, time-and-materials, milestone-based, or retainer billing modes. Revenue recognised correctly per accounting policy.

  5. 05

    Customer portal

    Client logs in, sees project status, milestones, open invoices, balance, and shared documents. Self-service that does not undermine your project manager.

Integrations

Where Odoo Project plugs in.

Off-the-shelf and custom integrations our customers use most. Anything not listed is buildable; we will scope it cleanly.

  • Slack
  • Microsoft Teams
  • Google Calendar
  • Outlook Calendar
  • Jira (sync where the team uses Jira for engineering)
  • Microsoft Project
  • Primavera P6 (for construction master programmes)
  • Harvest (migration)

Frequently asked

Questions about Odoo Project.

Does Odoo Project handle agile and waterfall? +

Both. Kanban for sprint-style work, gantt for waterfall delivery, milestones for fixed-scope contracts. The same underlying tasks, different views per audience.

Can practitioners only see their projects? +

Yes. Record rules restrict practitioner visibility to assigned projects and clients. Partners see the firm; practitioners see their work; nobody sees what they should not.

How do we handle multi-currency project work? +

Customer currency on the contract, internal currency on the project margin. FX captured at quote and at receipt; revaluation at period close. Multi-currency project work without the spreadsheet workaround.

Does the customer portal show real progress? +

You decide what is visible. Project name, milestones, deliverables, open invoices, balance, document share, all configurable per customer. The discipline of giving clients their own status update.

Ready to deploy Odoo Project?

A short note is enough. We answer in person, within one business day.