Odoo 17 Project Module : New Features - Odoo 17 Slides

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

1. Odoo 17: Project New Features Enterprise

2. Introduction Enterpr ise In this slide, let’s discuss the new features of project module in Odoo 17. T he 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.

3. 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.

4. 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

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

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

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

8. 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.

9. 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.

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

11. 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.

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

13. 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.

14. 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.

15. 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

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