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This is a collection of modules for project management started by Eficent and in the process of being ported to Odoo 8.0.

The target branch for Odoo 8 modules is '8.0'. The modules that aren't yet ported or tested as installing cleanly on 8.0 are in the __unported__ directory.

project_sale - Project Integration Management - Sales Orders

This module adds the possibility to create and link sales orders to a project.

  • The number of sales orders associated with a project is shown on the project.
  • In the sales views it is possible to filter by project and project manager, and the project and project manager is displayed in the list and form views.
  • Invoices created from the sales orders have the project linked via the analytics.

project_cost_commit_sale - Project Cost Management - Sales Commitments

Maintain analytic commitments associated to purchase orders

project_cost_plan_purchase - Project Cost Management - Plan Purchase costs

Maintain analytic planned costs associated to purchase orders

project_time_milestone - Project Time Management - Milestones

This module introduces the possibility to classify tasks as milestones.

  • It is possible to introduce the Project Percentage of Completion and the invoice percentage, for informative purposes.
  • A separate entry is created in the menu to register milestones.
  • The project form is extended to add a 'Milestones' tab.

project_category - Project Categorization

This module introduces the possibility to associate categories to analytic accounts and projects. Manage the analytic account categories in order to better classify them for tracking and analysis purposes. An analytic account may belong to several categories and categories have a hierarchy structure: an analytic account belonging to a category also belong to her parent category.

project_cost - Project Cost Management

  • A planning analytic journal object is created. It is similar to the analytic journal, but used for planning purposes
  • The planning analytic journals can be configured
  • A planning analytic journal lines object is created, with the exceptions of referencing to the planning analytic journal instead of the analytic journal, and considering that the general account is not a required entry.
  • The new object is visible as a separate entity, accessible from the Accounting area, with the corresponding search, tree, form views.
  • New analytic account attributes: cumulated planned costs, cumulated planned earnings and cumulated balance. The attributes are calculated based on the planning analytic journal lines. The new attributes are visible on the following views: − Analytic account forms: cumulated planned costs, cumulated planned earnings and cumulated balance − Budget positions: cumulated planned costs

project_integration_analysis - Project Integration Management - Analysis

Extensions for the Project management module.

project_cost_commit_purchase - Project Cost Management - Purchase Commitments

Maintain analytic commitments associated to purchase orders

project_integration - Project Integration Management

Extensions for the Project management module.

project_communications_meetings - Project Meetings

  • This module helps you better manage the meetings related to your projects.
  • The 'Meetings' tab in the project form, and a link to meetings view helps you to create new meetings from the project, and to better track the status of existing meetings.

project_cost_plan_sale - Project Cost Management - Plan Sales revenues

Maintain analytic planned costs associated to sales orders

account_analytic_lob - Project Scope Management - Business segments

Introduce business segments in analytic accounts. Provides the possibility to perform economic analysis by business segment.

project_scope_wbs - Project Scope Management - Work Breakdown Structure

  • The hierarchy of a project is considered the WBS (Work Breakdown Structure)
  • The analytic accounts in the project hierarchies are considered WBS components
  • The analytic account code is shown in the project
  • The complete WBS path code is shown in the analytic account and in the project
  • The complete WBS path name is shown in the analytic account and in the project
  • The WBS paths are concatenated with /
  • It is possible to search projects by complete WBS path code & name
  • It is possible to search tasks by project complete WBS path code & name
  • The WBS components can be classified as project, phase, deliverable, work package.
  • The classification is shown in the project and analytic account views
  • A project lifecycle attribute is incorporated in the analytic account and displayed in the project and analytic account views.

project_time_schedule - Project Time Management - Activity Scheduling

  • The user accesses from Project - Project – Tasks to the list of tasks and milestones. A new tab "Scheduling" appears. This tab displays attributes relating to the task scheduling.
  • The network diagram is first determined, based on the relationships between activities.
  • Starting from the first activity identified, the network goes forward first to determine the early dates of tasks, taking into account the task durations, limitations imposed start date of tasks or actual start date .
  • Starting from the last activity identified, the network is executed backwards to determine the late date, taking into account the task durations, limitations to date of completion of the work or the actual end dates.
  • For those tasks that are in the critical path of the network indicator is marked "Is in the Critical Path
  • The Total Margin (Total float) and Free margin (Free Float) is determined.
  • The method used is the Critical Chain Method (http://en.wikipedia.org/wiki/Critical_Path_Method).
  • The method is calculated taking into account an existing algorithm, similar to the following existing code: (http://www.codeproject.com/KB/recipes/CriticalPathMethod.aspx).
  • The critical path is calculated using the Dijkstra algorithm

project_procurement - Project Procurement Management

This module adds the possibility to create and link purchase requisitions and purchase orders to a project.

  • The project form adds a tab 'Purchase' containing the purchase requisitions and orders for this project.
  • There's a link from the project form to the related purchase requisitions and purchase orders in a separate view.
  • In the purchase views it is possible to filter by project, and the project is displayed in the list and form views.

project_cost_commit_hr_timesheet - Project Cost Planning Integration with HR Timesheets

  • When timesheets are recorded, the corresponding cost is registered as a commitment cost

project_hr_stakeholder - Project Stakeholder management

This module offers the possibility to register at project level the stakeholders involved in a project.

  • It adds a 'Stakeholders' tab in the project form.
  • The stakeholder can be registered as a partner, or a contact person.
  • You can specify the roles and responsibilities of the stakeholders in this project.
  • You can maintain a master data for roles and responsibilities.

project_cost_plan_time - Project Cost Management - Plan timesheet costs

Maintain analytic planned costs associated to internal time

project_invoice - Project Cost Management - Search analytic accounts in invoices

This module lets you search for invoices on the basis of an analytic account.

project_time_sequence - Project Time Management - Activity Sequencing

  • The aim is to enable the department responsible for projects to identify the relationship between activities (tasks and milestones) of the project.

project_time_easy_scheduling - Project Time Management

This modules helps you better schedule your projects by introducing an activities view that shown on a single list all the relevant information to help you create project activities and sequence them.

project_cost_analysis - Project Cost Analysis

  • The aim is to enable the project manager can see at all times the relationship between the planned cost, budget, current theoretical cost actual cost of the project.
  • A report for analytic account Cost Analysis is provided. For each analytical account associated (taking into account the child accounts) breaks down the following information:
    • Analytical Account Code
    • Analytical Account Name
    • Planned Cost
    • Budgeted Cost
    • Current theoretical cost
    • Current Actual Cost
  • A report view to display the analytic resource usage. That is, comparing the planned and actual costs with the possibility to group by product, analytic account, period,...