A task can be defined as a duty or a piece of work that is assigned to a person from an authority that might be accomplished in time duration. A project may have multiple tasks, that integrally work to achieve the overall success of the project.
Planning activities are the perfect way to keep on track with your work. Get reminded of what needs to be done and schedule the next activities to undertake. Your activities are available wherever you are in Odoo. It is easy to manage your priorities.
With Odoo Documents, the end-users can easily share, transfer, filter, or archive the scanned business documents.
Using Odoo documents one can easily establish a paperless company in their end.
Odoo Documents immensely saves your time spent on producing record bills, scanning varied contracts, and getting them approved by officials
In any kind of business firm, it is necessary to know the profitability of a project. Profitability decides the existence of a project service or not. Timesheets provide the time spent hours by the employee on the project. So that they can measure the planned project over the actual project in progress.
Profitability = Invoiced + To invoice - Timesheet costs.
Employee performance appraisal is a vital process that must be adopted by all the organization for optimizing their performance. Of course, the regular assessment of human resources can bring many benefits. ERP software is widely used today to automate and simplify the appraisal process. But unfortunately, this feature is not available in Odoo 9 and 10 community version. Let’s have a look at working of Appraisal module in Odoo 10 enterprise version.
Planning activities are the perfect way to keep on track with your work. Get reminded of what needs to be done and schedule the next activities to undertake. Your activities are available wherever you are in Odoo. It is easy to manage your priorities.
With Odoo Documents, the end-users can easily share, transfer, filter, or archive the scanned business documents.
Using Odoo documents one can easily establish a paperless company in their end.
Odoo Documents immensely saves your time spent on producing record bills, scanning varied contracts, and getting them approved by officials
In any kind of business firm, it is necessary to know the profitability of a project. Profitability decides the existence of a project service or not. Timesheets provide the time spent hours by the employee on the project. So that they can measure the planned project over the actual project in progress.
Profitability = Invoiced + To invoice - Timesheet costs.
Employee performance appraisal is a vital process that must be adopted by all the organization for optimizing their performance. Of course, the regular assessment of human resources can bring many benefits. ERP software is widely used today to automate and simplify the appraisal process. But unfortunately, this feature is not available in Odoo 9 and 10 community version. Let’s have a look at working of Appraisal module in Odoo 10 enterprise version.
The contract is the agreement between an employee and the employer. It is the contract that helps a firm to engage in better relationships with an employee.
When the employer is using Odoo ERP, it becomes an easy task for the employer to manage the contract period and carry out all other operations. With Odoo ERP, the human resources development wing can ensure constant monitoring of the contract conditions and contract expiry period.
Odoo has advanced translation tools. Odoo helps to translate words, labels, and strings in our required language. Odoo we can easily translate text strings in one language to another language without any extra customizations
Odoo enables the personalization of the membership in an effortless manner. Odoo will help you to manage membership in any organization inconsiderate of the size of the organization
Odoo Discuss makes communication easier through messages, notes, and chat. It increases business productivity and transparency by promoting a convenient way of communicating. You can easily share information, projects, files, prioritize tasks, and stay connected with colleagues and partners throughout applications.
How to Publish a Product in Odoo 14 Website?Celine George
To publish a product on an Odoo 14 website, go to the website section and click "New" to select the product option. Provide the product name and details, enable the "Published" option to make the product visible, then search for it on the shop page to view it. Unpublished products can also be published by selecting them and enabling the option from the website product page.
The comparison allows the customer to choose the best products available. The customers can choose from the product listing based on various attributes like height, color, material use, price, etc.
How to Configure Operations Types in Odoo 15Celine George
Operation Types helps you to know about the type of operations done in an organization such as internal transfers, delivery orders, receipts, etc. These are basic operations carried out in a warehouse. Operation Types will be listed in your Inventory Dashboard. One can create custom operations types from the configuration
In Odoo HR module Payroll management facilitate the management of employee's payroll and related functionalities. We can create each employee's contract details and maintain different salary structures using salary rules. But in Odoo, the whole salary computations are done based on the basic wage that we defined on the employee contract Form. But in some business models, there may be exceptions to it. Suppose someone wants to prepare the payroll based on the total hour the employee worked, such options are actually indeed for most of the firms.
How to Unbuild a Product in Odoo 14 Manufacturing?Celine George
Unbuild a product is a reverse process of manufacturing.
Unbuild orders support you in two ways:
1. You can unbuild products you have built yourself.
if one of your product present some defect, you might want to unbuild it instead of scrapping it completely, allowing you to reuse some components of the product.
2. You can unbuild products you have received.
if you are buying products for the sole purpose of unbuilding them and recycling them.
How to Import Your Bank Statements in Odoo 15 AccountingCeline George
Importing your bank statements in Odoo Accounting allows you to keep track of the financial movements that occur on your bank accounts and reconcile them with the transactions recorded in your accounting.If you don’t want to use bank synchronization or if your bank is not a supported institution, you still have other options as follows
Import the bank statement files delivered by your bank. Register the bank statements manually.
Disallowed Expenses in Odoo 15 | Odoo 15 AccountingCeline George
While computing the profit and gains from business or profession, there are certain expenditures that are disallowed. So we should not allow the benefit of such expenditures. Disallowed expenses are those expenses that cannot be deducted in the fiscal result but can be deducted in your bookkeeping result. So you can get the financial results in real-time by setting disallowed expense categories and obtaining periodic changes.
BOM is a document defining the quantity of each component required to manufacture a finished product. It also includes the routing and individual steps of the manufacturing process.
Odoo 15 Spreadsheet in CRM - How It's a Beneficial ToolCeline George
The spreadsheet tool can be used to generate regular reports based on the database that is automatically updated. Using this tool you can improve your business by inserting data in a pivot view to a spreadsheet.How Accounts Are Affected When an Invoice or Bill Is Generated in Odoo 15. Managers can constantly monitor the team’s performance in order to help to take accurate and relevant decisions for the company. After adding required measures and filtration to the report it can be added and automatically updated in a spreadsheet.
How to configure work centers in odoo14 manufacturingCeline George
In the manufacturing industry, there may be different and distinct phases in the product manufacturing process and each process will require separate protocols as multiple types of equipment are required to process them.
Budget Management in Odoo 15 AccountingCeline George
Managing budgets is an essential part of running a business. Budgets help people become more intentional with the way money is spent and direct people to organize and prioritize their work to meet financial goals. They allow you to plan your desired financial outcome and then measure your actual performance against the plan. Odoo manages budgets using both General and Analytic Accounts.
Subcontracting in Odoo 13 ManufacturingCeline George
This document discusses how subcontracting can be managed in Odoo 13. Businesses can subcontract the production of finished goods through subcontractors. In Odoo, subcontracting is enabled through settings and then specified for individual bill of materials. Purchase orders can then be made for subcontracted products, and valuations show component quantities and values.
Odoo 12 - CRM Document Management SystemCeline George
Many require documents or details to be attached for the identified leads. This odoo module allows you to attach any number of documents in the CRM leads.
Odoo has introduced a new app called Field service management in version 13. This app is useful to plan, assign, perform and asses the customer field service task effectively. And also provide a platform for analyzing and evaluating the progress of your business.
Odoo Pricing of the platform includes the Odoo Enterprise License cost and the Hosting cost along with the Implementation and Integration cost. Additionally, the Odoo pricing also includes the support and Maintenance costs done while subscribing to the platform. Please note that the pricing may vary according to regions and countries.
Odoo 14 Introduce a Chart Snippet as a new feature. Snippets is a programming term for a small area of reusable code. Chart snippet can be used to organize and represent a set of numerical and quantitative data in chart format on the website.
Organize Activities in Odoo 15 CRM | Odoo 15 Enterprise EditionCeline George
This document discusses how to organize activities in Odoo 15 CRM. It covers scheduling activities from opportunities in the pipeline view, creating different activity types, scheduling meetings from the calendar, editing and marking activities as done, and viewing activities by stage and in the chatter. Managing activities helps keep sales opportunities on track by planning and reminding users of next steps. Odoo 15 allows customizing activities to fit specific business needs.
The contract is the agreement between an employee and the employer. It is the contract that helps a firm to engage in better relationships with an employee.
When the employer is using Odoo ERP, it becomes an easy task for the employer to manage the contract period and carry out all other operations. With Odoo ERP, the human resources development wing can ensure constant monitoring of the contract conditions and contract expiry period.
Odoo has advanced translation tools. Odoo helps to translate words, labels, and strings in our required language. Odoo we can easily translate text strings in one language to another language without any extra customizations
Odoo enables the personalization of the membership in an effortless manner. Odoo will help you to manage membership in any organization inconsiderate of the size of the organization
Odoo Discuss makes communication easier through messages, notes, and chat. It increases business productivity and transparency by promoting a convenient way of communicating. You can easily share information, projects, files, prioritize tasks, and stay connected with colleagues and partners throughout applications.
How to Publish a Product in Odoo 14 Website?Celine George
To publish a product on an Odoo 14 website, go to the website section and click "New" to select the product option. Provide the product name and details, enable the "Published" option to make the product visible, then search for it on the shop page to view it. Unpublished products can also be published by selecting them and enabling the option from the website product page.
The comparison allows the customer to choose the best products available. The customers can choose from the product listing based on various attributes like height, color, material use, price, etc.
How to Configure Operations Types in Odoo 15Celine George
Operation Types helps you to know about the type of operations done in an organization such as internal transfers, delivery orders, receipts, etc. These are basic operations carried out in a warehouse. Operation Types will be listed in your Inventory Dashboard. One can create custom operations types from the configuration
In Odoo HR module Payroll management facilitate the management of employee's payroll and related functionalities. We can create each employee's contract details and maintain different salary structures using salary rules. But in Odoo, the whole salary computations are done based on the basic wage that we defined on the employee contract Form. But in some business models, there may be exceptions to it. Suppose someone wants to prepare the payroll based on the total hour the employee worked, such options are actually indeed for most of the firms.
How to Unbuild a Product in Odoo 14 Manufacturing?Celine George
Unbuild a product is a reverse process of manufacturing.
Unbuild orders support you in two ways:
1. You can unbuild products you have built yourself.
if one of your product present some defect, you might want to unbuild it instead of scrapping it completely, allowing you to reuse some components of the product.
2. You can unbuild products you have received.
if you are buying products for the sole purpose of unbuilding them and recycling them.
How to Import Your Bank Statements in Odoo 15 AccountingCeline George
Importing your bank statements in Odoo Accounting allows you to keep track of the financial movements that occur on your bank accounts and reconcile them with the transactions recorded in your accounting.If you don’t want to use bank synchronization or if your bank is not a supported institution, you still have other options as follows
Import the bank statement files delivered by your bank. Register the bank statements manually.
Disallowed Expenses in Odoo 15 | Odoo 15 AccountingCeline George
While computing the profit and gains from business or profession, there are certain expenditures that are disallowed. So we should not allow the benefit of such expenditures. Disallowed expenses are those expenses that cannot be deducted in the fiscal result but can be deducted in your bookkeeping result. So you can get the financial results in real-time by setting disallowed expense categories and obtaining periodic changes.
BOM is a document defining the quantity of each component required to manufacture a finished product. It also includes the routing and individual steps of the manufacturing process.
Odoo 15 Spreadsheet in CRM - How It's a Beneficial ToolCeline George
The spreadsheet tool can be used to generate regular reports based on the database that is automatically updated. Using this tool you can improve your business by inserting data in a pivot view to a spreadsheet.How Accounts Are Affected When an Invoice or Bill Is Generated in Odoo 15. Managers can constantly monitor the team’s performance in order to help to take accurate and relevant decisions for the company. After adding required measures and filtration to the report it can be added and automatically updated in a spreadsheet.
How to configure work centers in odoo14 manufacturingCeline George
In the manufacturing industry, there may be different and distinct phases in the product manufacturing process and each process will require separate protocols as multiple types of equipment are required to process them.
Budget Management in Odoo 15 AccountingCeline George
Managing budgets is an essential part of running a business. Budgets help people become more intentional with the way money is spent and direct people to organize and prioritize their work to meet financial goals. They allow you to plan your desired financial outcome and then measure your actual performance against the plan. Odoo manages budgets using both General and Analytic Accounts.
Subcontracting in Odoo 13 ManufacturingCeline George
This document discusses how subcontracting can be managed in Odoo 13. Businesses can subcontract the production of finished goods through subcontractors. In Odoo, subcontracting is enabled through settings and then specified for individual bill of materials. Purchase orders can then be made for subcontracted products, and valuations show component quantities and values.
Odoo 12 - CRM Document Management SystemCeline George
Many require documents or details to be attached for the identified leads. This odoo module allows you to attach any number of documents in the CRM leads.
Odoo has introduced a new app called Field service management in version 13. This app is useful to plan, assign, perform and asses the customer field service task effectively. And also provide a platform for analyzing and evaluating the progress of your business.
Odoo Pricing of the platform includes the Odoo Enterprise License cost and the Hosting cost along with the Implementation and Integration cost. Additionally, the Odoo pricing also includes the support and Maintenance costs done while subscribing to the platform. Please note that the pricing may vary according to regions and countries.
Odoo 14 Introduce a Chart Snippet as a new feature. Snippets is a programming term for a small area of reusable code. Chart snippet can be used to organize and represent a set of numerical and quantitative data in chart format on the website.
Organize Activities in Odoo 15 CRM | Odoo 15 Enterprise EditionCeline George
This document discusses how to organize activities in Odoo 15 CRM. It covers scheduling activities from opportunities in the pipeline view, creating different activity types, scheduling meetings from the calendar, editing and marking activities as done, and viewing activities by stage and in the chatter. Managing activities helps keep sales opportunities on track by planning and reminding users of next steps. Odoo 15 allows customizing activities to fit specific business needs.
Project Plan For A Project Management ProjectMary Stevenson
Here are the key steps for the induction program project plan:
1. Define project objectives - Clearly state what the project aims to achieve.
2. Develop project schedule - Create a timeline that outlines all tasks and their deadlines.
3. Assign roles and responsibilities - Designate project manager and team member roles.
4. Create communication plan - Determine how the team will communicate status and issues.
5. Develop budget - Estimate costs for all project activities and materials.
6. Identify risks - Anticipate potential challenges and have contingency plans.
7. Plan evaluations - Determine how the project and team performance will be assessed.
8. Get sign-off - Obtain final approval
The best Free Project Management Application, Collaborate your team and clients in a single place. Organize your team, increase your company's growth. Register Now.
This document provides samples of project management artifacts used by Jessica D. Anson in her work, including schedules created in Creative Manager Pro and Microsoft Project, wireframes built in Microsoft Visio, site maps created in MindManager and FreeMind, technical specifications, budgets and estimates from Microsoft Excel and Creative Manager Pro, retainer spreadsheets from Excel and Google Docs, and a lessons learned document summarizing feedback from a project. The document demonstrates Anson's process for planning, documenting, and reviewing her work.
This document provides an overview of project management functionality in Odoo. It describes how to create and manage projects, tasks, and issues. Key features covered include creating projects and tasks, scheduling work with Gantt and calendar views, tracking time spent on tasks, delegating tasks, generating tasks from sales, managing issues, and reporting on project and task metrics. The document demonstrates how Odoo allows for efficient, collaborative project management.
Enhanced Task Details Page Released 2022Orangescrum
Enhanced task details pages make your processes more efficient and help with project management. These enhanced task details are also structured to make them easier for you to manage.
This document provides a template for a project plan that includes sections on the planning basis, project plan details, and appendix. The planning basis section outlines the project scope, milestones, phases, activities, tasks, effort required for each task, and resources allocated. The project plan section provides a summarized schedule, lists dependencies between phases and activities, and outlines any assumptions and constraints. An appendix can include additional relevant documents like a detailed project schedule.
The document discusses a feasibility analysis for a human resource management system project. It analyzes the technical, operational, and economic feasibility. It describes the costs associated with the project, including direct costs for software and indirect costs for development time. It provides screenshots and descriptions of the key forms and functions in the project, including recruitment, employee profiles, payroll, and more. It also discusses limitations and potential future enhancements.
This document discusses the project management software Active Collab. It outlines the key features of Active Collab including management and planning, documentation, collaboration, and budgeting features. It also covers roles in Active Collab like client, manager, and administrator. Milestones, pros and cons, challenges, goals, and approaches for Active Collab are summarized. The document concludes that Active Collab compares favorably to other project management tools by automating activities like time tracking and invoicing.
What is project? Software Project Vs. Other Types. Activities by
Software Project Mgt. Plans, Methods and Methodologies. Problems with Software Projects.
FindNerd : A Social Network with Project And Task Management FeaturesFindNerd
FindNerd is a collaborative platform for tech professionals which provide a hassle free online social community to all TECH NERDS where they can easily collaborate with each other for multiple activities including "Freelancing, Project Management and Enhancing Tech Skills” .
Microsoft Project Manager allows users to input project details, create Gantt charts to manage tasks, and link tasks to show dependencies. It can generate statistics on start/finish times and costs. While providing collaboration through SharePoint, it has limitations such as cost, lack of a mobile app, and complexity that may challenge new users.
The document provides an introduction and overview of Microsoft Project 2000 tutorial lessons on using the software to plan and manage projects. It discusses starting a new project file, entering tasks and assigning durations, linking tasks, and applying constraints. Resources, assignments, and costs are also introduced as topics to be covered in upcoming lessons. The goal is to explain how MS Project 2000 can help the user organize all aspects of a project from initial planning through tracking progress and costs.
This document is a project charter that outlines key details for a proposed project including its purpose, objectives, requirements, risks, budget, timeline, governance, and team roles. The charter seeks approval to formally authorize the project and provides the project manager authority over organizational resources to complete project activities. It establishes a framework for the project to follow upon approval.
V 2.0
Project Charter
Project Name
Project Number
Project Manager
Prioritization
Owner(s)
Start Date:
Scheduled Completion Date:
Mission/ Purpose
What is your project going to accomplish? How does this project relate to overall goals and objectives of the company? It is part of a program or larger project?
SOW
What will this project create? What is the product of the project? At a high level, how do you plan on doing the work of the project? What are the high-level deliverables for this project?
Objectives
What objectives, if any, of the company is this project designed to meet?
Business NeedWhy should we do this project? What will be gained, changed, or modified? Is there a financial or business reason to do this project? This area should contain any feasibility studies, NPV, PI, PB, or PBD used to advance the project.
Project Manager and Stakeholders
Who will lead this project? Who are the major stakeholders?
Milestones
What are the key milestone dates associated with the project?
Budget
What is the order-of-magnitude budget for this project?
User Acceptance Criteria/Quality
What are the minimum success criteria as defined by the key stakeholders?
High-Level Project Assumptions
What are the assumptions on which the project is based?
High-Level Project ConstraintsWhat are the major limiting factors that affect the project?
Exclusions and Boundaries
What are the boundaries of the project? What is to be included and what is to be excluded from the project?
Major Risks
What are the major risks affecting the project?
KEY STAKEHOLDERS
Project Manager Authority Level
Project Core Team
Subject Matter Experts (SMEs) (include company and channel designations if applicable)
APPROVALSType NameSignatureDate
Project Manager Approval:
Customer/Sponsor Approval:
V 2.0
Project Scope Statement
Project Name
Project Number
Project Manager
Prioritization
Owner(s)
Statement of Work—Project Description and
Project Product
This section is typically a detailed amplification of the project SOW and mission from the Project Charter. This also includes how you intent to accomplish the project. “We intend to do this. . . and here are the steps we intend to use to accomplish the project.”
This section is typically a detailed amplification of the SOW product description from the Project Charter. What will the product of the project look like or what should it be able to do when completed?
Project DeliverablesWhat are the tangible outputs or services of this project? What big-picture items will have to be created or performed in order to accomplish the statement of work? These are the deliverables to be found in the WBS.
Project Objectives
What are the cost, schedule, and quality objectives of this project?
Project Assumptions
What are the assumptions on which the project is based?
Project ConstraintsWhat are the major limiting factors that affect the pro ...
This document is a project charter template for a project. It includes sections for the project description, objectives, scope, assumptions, approach, team structure, communication plan, risk mitigation plan, change control plan, and appendices for additional review processes. The project description should be 1-2 concise sentences explaining what the project will accomplish and for whom. The objectives, scope, and assumptions help define the goals, deliverables, and presumptions of the project. The approach outlines the planned methodology and timeline. The team structure identifies roles and responsibilities. The communication plan establishes regular check-ins. The risk plan evaluates potential issues.
Project workflow management involves documenting all the tasks, tools, responsibilities, and processes involved in a project from start to finish. This includes creating a standardized template that lists out each step, the resources needed, and who is responsible for each task. Implementing project workflow management provides benefits like completed tasks following standards, increased project visibility, reduced errors and risks, and standardized processes across departments. Software can help automate workflows and provide a centralized place to store all project documentation for increased organization, accountability and productivity.
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Speaker:
- Jianjian Xie (Staff Software Engineer, Alluxio)
As Trino users increasingly rely on cloud object storage for retrieving data, speed and cloud cost have become major challenges. The separation of compute and storage creates latency challenges when querying datasets; scanning data between storage and compute tiers becomes I/O bound. On the other hand, cloud API costs related to GET/LIST operations and cross-region data transfer add up quickly.
The newly introduced Trino file system cache by Alluxio aims to overcome the above challenges. In this session, Jianjian will dive into Trino data caching strategies, the latest test results, and discuss the multi-level caching architecture. This architecture makes Trino 10x faster for data lakes of any scale, from GB to EB.
What you will learn:
- Challenges relating to the speed and costs of running Trino in the cloud
- The new Trino file system cache feature overview, including the latest development status and test results
- A multi-level cache framework for maximized speed, including Trino file system cache and Alluxio distributed cache
- Real-world cases, including a large online payment firm and a top ridesharing company
- The future roadmap of Trino file system cache and Trino-Alluxio integration
The Power of Visual Regression Testing_ Why It Is Critical for Enterprise App...kalichargn70th171
Visual testing plays a vital role in ensuring that software products meet the aesthetic requirements specified by clients in functional and non-functional specifications. In today's highly competitive digital landscape, users expect a seamless and visually appealing online experience. Visual testing, also known as automated UI testing or visual regression testing, verifies the accuracy of the visual elements that users interact with.
Unlock the Secrets to Effortless Video Creation with Invideo: Your Ultimate G...The Third Creative Media
"Navigating Invideo: A Comprehensive Guide" is an essential resource for anyone looking to master Invideo, an AI-powered video creation tool. This guide provides step-by-step instructions, helpful tips, and comparisons with other AI video creators. Whether you're a beginner or an experienced video editor, you'll find valuable insights to enhance your video projects and bring your creative ideas to life.
WWDC 2024 Keynote Review: For CocoaCoders AustinPatrick Weigel
Overview of WWDC 2024 Keynote Address.
Covers: Apple Intelligence, iOS18, macOS Sequoia, iPadOS, watchOS, visionOS, and Apple TV+.
Understandable dialogue on Apple TV+
On-device app controlling AI.
Access to ChatGPT with a guest appearance by Chief Data Thief Sam Altman!
App Locking! iPhone Mirroring! And a Calculator!!
2. INTRODUCTION
A task can be defined as a duty or a piece of work that is assigned to a person from an
authority that might be accomplished in time duration.
A project may have multiple tasks, that integrally work to achieve the overall success of
the project.
Tasks can be easily created and managed.
3. Once a task has been completed, each workmate can point it out by changing their status.
This will help the project manager to review the task before changing the stage with a
simple drag-and-drop.
There are tools to prioritise the task, to add and schedule activities, to add tags for easy
identification of the task in kanban view.
The task settings help to add cover images, delete tasks, edit the task and share task
details to workmates as well.
4. If we click on a task, we land on the form view where I can edit the planned hours and enter
the timesheets.
This is a great tool for any project manager.
Controlling the working time progress and the time spent for each team member is
essential.
The working time progress updates automatically.
Through timesheet integration, the project manager has a thorough follow-up on the
progress of each task.
17. We can create task form sales : For that create a service type product >Under sales tab set service
invoicing and service tracking , select project
21. Click on tasks >we can see created as task from sale order
22. For More
Details
Check our company website for related blogs and Odoo
book.
How to Manage Project in Odoo 13
Check our YouTube channel for functional and technical
videos in Odoo.
How to create and manage tasks in odoo 13 project?