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Odoo Project Management Module

This is a custom-built project management module for the Odoo ERP platform. It provides a straightforward system for managing projects, tasks, and stages from within Odoo.

Features

  • Project Management: Create and manage projects, assigning project managers and tracking start and end dates.
  • Task Management: Organize tasks within projects, assign them to users, and set priorities and deadlines.
  • Customizable Stages: Define unique stages for task workflows (e.g., To Do, In Progress, Review, Done).
  • Kanban View: Visualize task progress in a Kanban-style board, with tasks grouped by stage.
  • Progress Tracking: Task progress is automatically updated based on its stage.
  • Deadline Reminders: Automatically schedules a "Deadline Reminder" activity for tasks with a set deadline.
  • Chatter Integration: Tracks changes and facilitates communication on projects and tasks through Odoo's chatter feature.
  • Access Control: Permissions are configured to control which users can create, view, edit, or delete projects and tasks.

Models

The module is built around three core models:

  • Project (project.management): The main container for tasks. Each project has a name, description, project manager, and related tasks.
  • Stage (project.task.stage): Represents a single stage in the task workflow. Stages are sortable and can be designated as a "folded" or "done" state in the Kanban view.
  • Task (project.task.management): The individual work items that belong to a project. Each task has a description, assigned user, priority, and is associated with a specific stage.

Installation

  1. Ensure you have a running Odoo instance.
  2. Clone or download this module.
  3. Place the project_management directory into your Odoo addons path.
  4. Restart the Odoo server.
  5. Navigate to Apps in your Odoo instance.
  6. Click on Update Apps List.
  7. Search for "Project Management" and click Install.

Usage

After installation, the "Project Management" menu will be available in your Odoo dashboard.

  • Create a Project: Navigate to Project Management > Projects and click "Create". Fill in the project details and assign a Project Manager.
  • Define Stages: Go to Project Management > Configuration > Stages to create or modify the stages for your task workflows.
  • Create Tasks: Open a project and go to the "Tasks" tab to create new tasks. Assign them to users, set deadlines, and place them in the appropriate stage.
  • Update Task Status: Drag and drop tasks between stages in the Kanban view to update their status.

Author: Ziad Rohayiem

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This is a simple implementation to Odoo project management module from scratch.

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