MANAGEMENT AND ACCOUNTING OF PROJECTS 


Industry solution for agencies, consulting firms, engineering offices, IT service providers and software manufacturers

In Odoo, the following services can be offered, delivered and billed simultaneously in a project / order. For this we have created numerous expansion modules. Each project is automatically a cost unit, which automatically posts all internal costs such as employees, expenses, etc., all external costs such as subcontractors and all revenues.
  • Billing by time and material                     
  • Billing at a fixed price
  • Billing according to project milestones (multiple budget billing / final invoice)
  • Sale of time packages e.g. a support package of 100 hours
  • Sale of hardware e.g. a server
  • Sale of licenses, automatic, e.g. annual calculation
  • Subsequent sale of licenses with proportional calculation, e.g. until the end of the year

Sales document with automatic installation of project / cost unit, tasks, delivery notes, maintenance contract and purchase orders, permanent target / actual comparison between ordered, delivered, calculated 

Project planning - Gantt Chart

Task Management by Level - Kanban Display

Task Management by Employee - Kanban Display

Task Management - List Display

Graphical evaluations

Project Evaluation

Project planning advanced features

Resource Management

Mobile time tracking

Project Planning & Controlling (PPC):
The PPC module of the Odoo craftsman software helps in the budgeting, estimation, planning and execution of the construction project. With the PPC module, you can also track the status of the planned and actual project completion.
  • Create the project positions
  • Determination of resources
  • Cost and revenue calculation
  • Budget planning and payment plan
  • Task, material and subcontractor management
  • Cost and quantity variance
  • Tracking of material flow and completion of work on site
  • Portfolio reconciliation
  • Project Progress Forecast and Gantt Chart View
  • Post calculation
  • Target - actual comparison
  • MIS System

Procurement

The procurement module helps with material purchasing and the tracking of supplier invoices. The Odoo Craftsman Software also helps to correctly handle taxes and other compliance costs.

  • Generation of material price enquiries/orders
  • Quotation management - Multiple suppliers Quotations and comparison of quotations with approval process
  • Collective orders for several projects
  • Automatic orders for main warehouse and vehicle warehouse
  • Warehouse management with principle of double posting (material source - material target)
  • full control for drop shipments
  • Transfers between construction sites
  • each construction site is a warehouse, deliveries to construction sites and take-backs
  • full integration of serial and batch numbers
  • Storage of routes (route through the warehouse structure) at article and merchandise category level
  • Management of rental equipment
  • multi-currency and multilingual orders
  • Cross-checking Purchasing against Budget Planning
  • Automatic processing of supplier invoices (PDF file or scan/OCR recognition)
  • Automatic determination of input tax also for international documents
  • Return delivery to suppliers, monitoring credit memo receipt
  • Manage suppliers and track top suppliers by value, quality and failure rates
  • Verification and release of vendor invoices
  • supplier analysis
Subcontracting

The contract module helps with the administration and accounting of subcontractors.

  • Subcontractor registration, classification and evaluation
  • Generation of task assignments according to project WBS
  • Contractor registration and status-based blocking
  • offer approval
  • Task-based payment plans
  • Creation and output of work orders
  • Track billable tasks
  • Invoice release based on work progress
  • Workflow system for multi-level approval of work orders and invoices
  • Handling value added tax for subcontractors
  • Processing of terms of payment with reservation, advance payment, direct debit, credit note, etc.