1. OpenERP
Construction & Project
Mangement - V7
Power Point Presentation
Pragmatic Techsoft Pvt. Ltd.

2. Brief about – Construction & Project Mgmt.
Core modules incorporated in Construction & Project Mgmt. vertical is as
follows :
1) Sales Order Management :
• Provision to create Sales Orders for each of the assignment received.
Provision to create Internal Projects from every Sales Order.
• Linking of existing projects with newly created Sales orders
• Provision to define list of deliverables for a given project.
• Auto Creation of Analytic Account for each of the project created in the
system.
2) Project Management
• Defining project wise deadline date.
• Defining Multiple task for each project.
• User wise task allocation with time deadlines.
• Auto updated Project/ Task completion status.

3. 3) Inventory Management :
• Provision to define Planned Material Quantity, for each of the task in the
project.
• Defining actual consumption of material to accomplish each of the task.
• Linking of services bills with each of the task.
• Provision to generate Material Requisition slips ( in case of deficit) of material
4) Task Invoicing
• Provision to generate separate Analytic Account for each of the task.
• Auto maintenance of hierarchy of Analytic Accounts.
• Provisions to define Different billing policies as follows :
– On completion of task
– On partial completion of task
– Advance payments
– Separate invoicing for each of the task
– Linking of multiple task in one Customer Invoice
Brief about – Construction & Project Mgmt. Contd...

4. Brief about – Construction and Project Mgmt. Contd...
5) Budgeting
• Provision to define budgets for Raw Material, Equipments, Resourses etc.
• Flexibility in defining budgets as follows:
– Yearly, Half yearly, Quarterly, Monthly Budgets
– Project budget definition
– Task wise budget definition.
• Real time comparision between Budgeted amount and Actual consumption
amount.
6) Analytic Accounting
• Auto generated Analytic Accounts for each of the Project & the Tasks.
• Linking of Analytic Accounts with sales, Purchase orders in order to capture
Revenue and Expenses at each stage of the project.
7) Reports
• Following are some of the standard reports to analyse the over all working of
Project Management Module
– Project/ Task wise Product Consumption
– Project/ Task wise Time Consumption
– Budget Analysis for each task

5. Sale Order Linking with Project

6. Project Definition -Team Definition

7. Project Definition -Project Information

8. Task Listing for each project:

9. Task Definition

10. Budget Definition

11. Project wise Profitability Analysis

12. Thank You

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