Getting Familiar With Odoo Project Forecast Module

Posted By : Harshita Tiwari | 30-Dec-2020

 

 

The purpose of forecasting is to manage your projects, managing people, tasks, due dates, budgets.

 

 

 

  • Forecast needs to be enabled before creating a Project.

 

Go to configurations→ Settings→ enable checkbox along with forecast.

 

  

 

 

 

 

 

 

 

  • Create a New Project and select the Planning & Timesheet checkbox.

 

 

  • Manage your Project’s Stage: Open your project and add columns and manage the project stages by customizing them. The Stages can be: To-Do, In-Progress, Done, Canceled, Resolved.

 

 

 

  • For each stage, markers can use the status of tasks that you can personalize.
  • Drag your mouse over a stage name, and click on Settings and Edit.

 

 

  • The dots are used to customizable markers that applied to tasks, making it easier to know which tasks require attention.
  • You can be Planning for your project By Employee or By Project.

 

 

 

  • Select By Employee option and click on the Add button to add a plan for a particular employee, allocated hours for the selected project, Start & End Date for the task.

 

 

 

 

 

  • You can PUBLISH & SEND plan to the selected employee.

 

  • If you are selecting the By Project option then the added plan shows along with the project name.

 

 

 

  • You can also check the Analysis for the Task, Planning, Timesheet & Planning, Project Costs & Revenue.

 

 

 

 

 

Task Analysis Report: 

 

Project Analysis Report:

 

 

 

Timesheet & Planning Analysis Report:

 

 

Project Costs and Revenue Report: 

 

Hope you find this information useful. If you have any queries, let us know in the comment section below. 

 

At Oodles, we specialize in using Odoo ERP platform to build performance-driven enterprise applications for varied business needs. Over the years, we have successfully completed several full-scale Odoo application development projects for startups and small-to-medium enterprises. For more information, reach out to us at [email protected]

 

 

 

 

 

 

 


 


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