Budget and Project Automation in Odoo

Efficient management of budgets and projects is key for any company. Odoo facilitates this process from CRM to final invoicing, optimizing workflow and ensuring proper tracking. Below, we explore how this process is carried out within Odoo.

Creating a Proposal from the CRM

1. Generating the Budget:We create a new budget and assign the corresponding client. In this case, the budget includes different elements such as:
   • Hours of a Senior Architect.
   • Hours of a Junior Architect.
   • Purchase of a Table.
2. Sending to the Client:Once completed, the proposal is sent to the client for validation.

Client Options in the Proposal

When the client receives the budget, they have several options within the Odoo platform:

• Sign and Pay:With this option, the client approves and confirms the budget, allowing the process to continue.
• Feedback:Through this option, the client can interact with the issuer of the budget to ask questions or negotiate terms.
• Reject:If the client decides not to proceed with the proposal, they can reject it directly from the platform.

Automatic Generation of Projects and Tasks

If the client accepts the budget, Odoo automatically generates a project and a task associated with the proposal. This ensures structured tracking and allows for visualizing the progress of the work.

Project Tracking

Within the projects module, we find the complete breakdown of the project's status. To do this, we simply update the project's status, which allows us to see:

• Hours Worked.
• Units Sold.
• Project Profitability.
• Economic Margin Balance.

This detailed control allows us to maintain accurate financial tracking and improve the profitability of the business.

Hour Registration and Budget Update

From the sales order, we access the senior architect's hour log. This log is essential for:

• Reflecting the Progress of the Work Done.
• Keeping the Budget Updated Based on the Hours Actually Worked.
• Ensuring That All Assigned Tasks Are Properly Reflected in the Project Planning.

Conclusion

The automation of the budget and project flow in Odoo allows for optimizing work management and improving decision-making efficiency. From the creation of the proposal to the final billing, Odoo provides integrated tools that facilitate the management of resources, time, and costs, offering greater control and visibility over ongoing projects.