Odoo 17 Project Module : New Features - Odoo 17 Slides

Jul 24, 2024Download as pptx, pdf0 likes1,021 views

The Project Management module undergoes significant enhancements, aimed at providing users with more robust tools for planning, organizing, and executing projects effectively.

Odoo 17: Project New
Features
Enterprise

Introduction
Enterprise
In this slide, let’s discuss the new features of project module in
Odoo 17. The Project Management module undergoes significant
enhancements, aimed at providing users with more robust tools
for planning, organizing, and executing projects effectively. With
improved task management, resource allocation features,
enhanced Gantt charts, and integrated communication tools,
Odoo 17 empowers teams to collaborate seamlessly and drive
project success.

Enterprise
Additional task statuses
Mark tasks as done, canceled, in progress, changes requested, or
approved. Canceled and done states are closed states where as
others are open states.

Enterprise
Create project from SO
In Odoo 17, we can manually create projects from sales orders
by choosing the product type as service and invoicing policy
based on timesheets. Even if we choose create on order as
nothing, we can manually create project from a SO

Enterprise
After confirming the sale order, we can see the button to
create the project.

Enterprise
In the new window opening, we can provide the name of the
project and then click on create project button.

Enterprise
After that in the SO, we can see the project linked to this SO.

Enterprise
Project access in multi-company environments
If the setup supports multi company, then in project we can
share the accessibility of the project to all companies within an
organization. It means that users from various companies can
access and collaborate on the same projects and tasks.

Enterprise
Recurring tasks: generate new on completion
We can get ahead in scheduling all our repetitive tasks. We can
click on the icon marked and then the field Repeat Every enables
where we can provide the time duration to repeat this task.

Enterprise
A new task is immediately generated once the previous one is
marked as done.

Enterprise
SO generation from projects
Generate sales orders on the fly from projects and tasks. Make
sure the project is billable and also the customer is added.

Enterprise
By clicking on the Sale order Make Billable button from project,
we can create sale order linking to this project

Enterprise
Sub-tasks and dependency warning on kanban cards
From a task's kanban card, view its sub-tasks and check if it's
blocked by another task.

Enterprise
Task configuration shortcuts
When creating a new task from the kanban view, configure it
instantly using text shortcuts: set tags, assign users, allocate
hours, and set it to high priority directly without opening the
form view.

Enterprise
Use these keywords to set new tasks:
● 30h - allocates 30 hour to the task
● #tags - set tags on the task
● @user - Assign the task to a user
● ! - set the task to high priority
Make sure to use the right format

For More Info.
Check our company website for related
blogs and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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