Delivery is disconnected from the contract
The project team does not see what was sold, so scope creep goes unnoticed until the invoice is disputed.
Odoo ERP · Project
Odoo project management implementation connected to what you sold
We set up the Odoo Project app so every confirmed deal becomes a structured project, every task has an owner and a stage, and margin is visible while the work is still in progress.
What is Odoo Project Management?
Odoo project management implementation is the setup of Odoo's Project app to plan and track delivery work: projects, tasks and subtasks, kanban stages, milestones, dependencies, recurring work and customer portal access. Because Project shares a database with Sales, Timesheets and Accounting, a well-configured setup links each project to the sales order that funded it and reports its profitability without exporting data elsewhere.
Many service businesses run delivery in a separate task tool, quote in a spreadsheet and invoice from accounting software. Each system is fine on its own, but nobody can tell whether a project is on budget, which tasks are blocking a milestone, or what has been delivered but not yet billed. Odoo Project closes that gap, provided the project structure, stages and sales links are designed around how your teams actually deliver.
Why project delivery and billing drift apart
Every project is set up differently
Without templates, each manager invents their own stages and task names, making cross-project reporting meaningless.
Clients chase status by email
Customers ask for updates because they cannot see progress, and account managers spend hours writing status reports by hand.
Profitability is known only at the end
Costs and revenue are reconciled after the project closes, which is too late to correct an overrun.
Our Odoo Project Management service
Project templates and stage design
Reusable project templates with standard task lists, stages and tags for each type of engagement, so new projects start consistent and reports compare like with like.
Sales-to-project automation
Service products configured so that confirming a sales order creates the project, the tasks or both, carrying the customer, scope and budgeted hours across.
Milestones and dependencies
Milestones tied to deliverables and, where relevant, to milestone-based invoicing; task dependencies so blocked work is visible in list, kanban and, on Enterprise, Gantt views.
Customer portal setup
Portal access so clients can follow tasks, comment and approve deliverables online, with clear rules on which projects and fields they can see.
Profitability and project updates
Project updates and the profitability panel configured with timesheet costs, expenses, vendor bills and invoices, giving managers a live margin figure.
Automation and custom fields
Stage-based email templates, automated activities and, where needed, extra fields or rules added with Studio or a small module.
Included capabilities
- Kanban, list, calendar and activity views
- Gantt view on Enterprise
- Subtasks and task dependencies
- Milestones with optional milestone billing
- Recurring tasks for retainer work
- Project templates per service line
- Customer portal with comments and ratings
- Project updates with status and budget
- Profitability linked to sales and costs
- Email-to-task via project aliases
What Odoo Project Management changes for your business
Scope is visible to delivery
Teams see the sales order behind the project, so out-of-scope requests are recognized when they arrive.
Comparable projects
Shared templates and stages make portfolio reporting and resource discussions meaningful.
Fewer status emails
Clients follow progress in the portal, and project updates replace hand-written reports.
Margin during delivery
Costs and revenue accumulate on the project as work happens, not after it closes.
Where it makes the biggest difference
Software and digital agencies
Fixed-price builds split into milestones, change requests captured as separate sales order lines, and client feedback collected on portal tasks.
Engineering and consulting firms
Time-and-materials engagements with budgets tracked against sold hours and project updates sent to clients at agreed intervals.
Construction and fit-out
Project phases as milestones with dependent tasks, site documents attached to tasks and costs collected on each project's analytic account.
Internal operations
Recurring compliance, onboarding or maintenance work organized as projects with recurring tasks and clear owners.
Designing projects around how you sell
Billing model first, project structure second, configuration third.
Map delivery types
We list the kinds of projects you run, how each one is sold and how it is billed: fixed price, milestone, time and materials or retainer.
Design the structure
Templates, stages, tags, milestone rules and which details clients may see, agreed with project leads before configuration.
Link sales and services
Service products, invoicing policies and project creation rules set so a confirmed order produces the right project automatically.
Configure and pilot
One live project run end to end on staging, from quotation to final invoice, to test the flow with your own data.
Migrate open work
Active projects and open tasks imported from your current tool, with closed history archived rather than cluttering the new system.
Train by role
Separate sessions for project managers, team members and the people who invoice, each built around their daily screens.
What it connects to
Odoo Project Management
- Odoo Sales and CRM
- Odoo Timesheets
- Odoo Planning
- Odoo Accounting
- Odoo Helpdesk
- Odoo Documents
- Odoo Expenses and Purchase for project costs
Built with
Project, Timesheets or Planning: which app does what
| Criterion | Odoo Project | Odoo Timesheets | Odoo Planning |
|---|---|---|---|
| Main question it answers | What work needs doing and where is it? | How many hours were actually spent? | Who works on what, and when? |
| Core records | Projects, tasks, milestones | Time entries against tasks | Shifts and allocated hours |
| Edition | Community and Enterprise | Basic in Community, full app in Enterprise | Enterprise only |
| Feeds billing | Milestones and fixed-price lines | Time-and-materials invoicing | Indirectly, via planned versus actual hours |
Security, quality and scale
Project visibility settings
Projects can be visible to invited internal users only, all internal users, or invited portal users, set per project.
Portal boundaries
Customers see only the projects and tasks they are invited to, without internal notes or cost data.
Role separation
Project users, project administrators and billing staff hold different permissions over budgets and invoicing.
Change history
Stage changes, assignments and messages are logged in each task's chatter for later review.
What working with us looks like
We start from your billing model
How a project is sold decides how it should be structured in Odoo, so we design those two things together.
Project, Timesheets and Planning as one design
We configure the three apps together so tasks, hours and schedules use the same projects and roles.
Templates over one-off setups
We build reusable templates so your team can start new projects without needing us each time.
Development when standard is not enough
Extra approval steps, custom portal views or reports can be added as maintainable modules.
What it costs
Fixed-price packages with the scope written down, paid stage by stage. Your project goes live once it's fully paid.
Related services, technologies and industries
Sources and further reading
Official documentation and guidance if you want to read more about this topic.
Odoo Project Management: questions we hear most
Is the Odoo Project app included in Odoo Community?
Yes, Project is available in Odoo Community with tasks, stages, kanban views, milestones and the customer portal. Enterprise adds features such as the Gantt view, the full Timesheets app and Planning integration.
Can Odoo create a project automatically from a sales order?
Yes. A service product can be configured to create a project, a task in an existing project, or both when the sales order is confirmed, using a project template if you choose one.
Can we replace Jira, Asana or Trello with Odoo Project?
For client delivery and internal operations, Odoo Project usually covers the needs and adds billing and profitability that standalone tools lack. Specialist software teams sometimes keep a developer tool for code-level tracking and sync key tasks to Odoo; we help decide which approach fits.
How does Odoo show project profitability?
The project's profitability view combines invoiced and to-invoice revenue with costs from timesheets, expenses, vendor bills and other analytic entries. Its accuracy depends on employee costs, analytic accounts and sales links being configured correctly, which is part of our setup.
Can clients see their project in Odoo?
Yes, through the customer portal. Clients can view tasks they are invited to, add comments and attachments and, if enabled, rate completed tasks, while internal notes and costs stay hidden.
Next step
Show us how you deliver and bill
Walk us through one recent project, from quote to final invoice. We'll show you how it would run in Odoo Project.