Projects
Import of projects and timesheets for quotes and invoices in Odoo
Integration of ProjectOpen in Odoo
With the integration of data from ProjectOpen in Odoo, we combine the advantages of a project management tool with Odoo to generate the maximum benefit from both systems. Our module allows you to create, track and manage projects seamlesly with quotes and invoices including a team time reporting. All necessary information for your sales and finance department remain in Odoo available for associated business processes.
Features
• Project Management
• Time reporting on projects
• Reporting, KPI
• Quotes based on projects
• Different rates/products
• Import from reported hours form ProjectOpen in Odoo
• Manual and automatic allocation of hours to orders
• Warning if actual time is higher than offered hours
• Invoicing on reported hours
• Adaptation of time reports for quotes, orders , invoices
• Integration of comments from timesheets in invoice
Import of reported hours
Hours reported in ProjectOpen can be imported in Odoo and will be allocated to the according task and project.
Users & Resources
User and resources from ProjectOpen can also be imported or entered manually in Odoo. After the setup reported hours can be allocated to the corresponding employee or resource.
Project data from ProjectOpen in Odoo
With our module all projects from ProjectOpen are available in Odoo. With this functionality you can adopt estimated or reported hours from ProjectOpen in Odoo to create quotes or invoices based on this data.
Selection of projects in Odoo
Based on your selection, you can assign appropriate projects to reports in Odoo (quote or invoice).
Data transfer
The data from ProjectOpen will be displayed in Odoo and is available for quotes and invoices.
Assign reported hours
Imported or updated hours from ProjectOpen are automatically assigned to the corresponding tasks by the wizard.
Presentation of changed data
If values are modified by importing updated data, the according changes in Odoo are color-coded.
Processing option in Odoo
After importing data from ProjectOpen in Odoo you have the possibility to adjust data and values.
Interested? We are happy to show you the functionality of our module in a webcast.
