How to add Project Management to the ODOO ERP platform

Suppose you are trying to open the options present in ODOO to incorporate mission administration, you are in luck. Jack Wallen exhibits you similar perhaps that is to test you possibly can celebration managing your tasks alongside along with your ERP wants.

Project management. Project manager updating tasks and milestones progress planning with augmented reality Gantt chart scheduling on virtual screen. Asian businessman working on digital tablet and laptop computer at officePicture: Adobe Inventory

ODOO is a good Enterprise Useful resource Retraining measure for any sized enterprise trying to range ngoc useful resource administration. I new described similar perhaps it’s to deploy this platform with the assistance of Docker. Upon getting ODOO ngoc and working, the sky’s the restrict with what you are able to do with it.

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Together with mission administration.

Should-read CXO protection

That’s proper. Suppose you have been hoping to increase this ERP measure to incorporate mission administration, you’re in luck as a result of it’s simply an app away from coming true.

With the addition of the Undertaking Administration software, you get options like:

Though this app may not add each mission administration function you’ve ever wanted, the Kanban boards alone are price utilizing as a result of they’re all ink user-friendly, permit you to construct a number of boards and supply drag and drop between lists with playing cards that embody clients, deadlines, tags, sub-tasks, messages, log records and extra.

Let’s set up the mandatory app and see similar it really works.

SEE: Doing work package: Undertaking supervisor (TechRepublic Premium)

What you’ll want

The one belongings you’ll must make this work are a working occasion of ODOO and an admin person. That’s it. Let’s make ODOO project-friendly.

Similar to put in the mandatory app

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Log in to your ODOO occasion and {click} the four-square icon within the prime left nook. From the ensuing popup menu, choose Apps (Determine A).

Determine A

ODOO project menu.Picture: Jack Wallen

The ODOO menu provides you entry to putting in new apps.

Within the ensuing display screen, {search} for Undertaking and you need to see the lone app it’s essential set up (Determine B).

Determine B

Installing the Project app in ODOO.Picture: Jack Wallen

Putting in the Undertaking app in ODOO.

{Click} Set up and ODOO will take hard work of the remainder.

Similar to get began with Undertaking

As soon as the set up is full, you’ll see Undertaking listed within the menu. {Click} that entry to open the brand new Undertaking Administration software. You’ll worthy see some pre-configured tasks you should utilize as examples (Determine C).

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Determine C

I've created one Project to go along with the samples. Picture: Jack Wallen

I’ve created one Undertaking to associate with the samples.

Both construct a brand new mission or open one of many samples to see similar the brand new addition works (Determine D).

Determine D

One of the sample projects found in the Project app.Picture: Jack Wallen

One of many pattern tasks discovered within the Undertaking app.

Earlier than you dive into creating new tasks, you need to {click} Configuration on the prime of the display screen after which first construct new Exercise Sorts (resembling emails, calls, todos and add paperwork), in addition to Tags (resembling Bugs, Options, Experiments, Usability, Inner, Besides). Each Sorts and Tags will likely be utilized in your playing cards. You may also construct these things inside a card, to test you don’t need to do them from inside the Configuration part.

Within the terminate, the ODOO Undertaking app may not embody each bell and whistle you want {but} it definitely is a good addition to assist prolong the platform to be much more {useful} for companies trying to ngoc their effectivity, productiveness and useful resource administration.

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