Overview
This module extends Odoo Project with a live analytics dashboard, portfolio-wide reporting, project tracking, timesheet invoicing, deliverable management, and enhanced project stages.
Features
Live Dashboard
Portfolio Overview
Project and task stages
Task Kanban View
Task stages in the Timesheet
Integration with sales and Invoice
Description
Live Dashboard
View project tasks, overdue activities, upcoming work, Sales, Invoices and Timesheet KPIs from one dashboard.
Portfolio Overview
Get a complete overview of projects, task progress, overdue activities, project health and manager performance.
Task Kanban View
The Task Kanban View displays tasks in a visual, column-based layout, allowing users to easily track and manage tasks according to their current stage or project.
Task stages in the timesheet
The Task Stages in the Timesheet view displays a task's current stage and provides a clear workflow for tracking its progress from creation to completion
Integration with sale
The system integrates project management with the Sales module by linking sales orders directly to projects. Users can view and manage associated sales orders, including customer, order date, status, and total amount, from the project's Sales tab.
Integration with invoice
The Invoice Integration module provides a centralized view of invoices associated with a project and its customer. As shown in the screen, the integration connects project information with invoice and sales-order data, allowing users to track billing activity directly from the project
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Engineering Research & IT Services Provider (Pvt) Ltd. (ERISP) is a leading provider of comprehensive technology solutions, specializing in ERP & CRM systems, digital marketing, and cloud computing services.
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