Does your organization mainly work on a project basis? Then you know how important it is to keep a handle on planning, hours, costs, and invoicing. Especially when employees work on multiple projects at the same time, it can be challenging to maintain an overview.
With Odoo project software, you bring these processes together in one integrated platform.
From quote to project closure
Odoo supports the entire project cycle:
- CRM & sales: manage leads, customer contacts, and quotes.
- Projects: organize work and tasks per project.
- Documents: Store all project documents centrally in one digital place.
- Planning: schedule employees on projects and tasks.
- Time tracking: allow employees to log their hours directly on projects and tasks.
- Costs: record project costs and expenses incurred.
- Invoicing: invoice based on hours, fixed amounts, or other agreements.
- Accounting: process financial administration directly in Odoo.
This creates one central place for all information related to a project.
Insight into hours, costs, and project margin
A project is only successful if you not only know what has been executed but also what the project actually delivers.
With Odoo, you can compare budgeted hours and costs with actual results. This gives you insight into:
budgeted hours → actual hours → costs → revenue → margin
Do you see that a project requires more hours than planned? Then you can adjust immediately instead of discovering at the final invoice that the margin is under pressure.
Project-based work without separate systems
Many project organizations work with a combination of Excel, a time tracking system, separate planning tools, and independent financial software. This leads to duplicate work and increases the likelihood of errors.
With Odoo, projects, time tracking, planning, sales, invoicing, and accounting can be interconnected.
This means, for example, that an approved timesheet can be immediately available for invoicing and that project results are visible from the same environment.
Project software that grows with your organization
Another advantage of Odoo is that you can use the platform more broadly than just for project management.
In addition to projects and time registration, you can, for example, make use of:
- CRM and sales
- website en webshop
- Planning
- HR and leave
- werving & selectie
- evenementen
- Marketing
- Helpdesk
- facturatie en boekhouding
- And much more...
This way, you do not need to use a separate solution for every business activity.
Odoo for project organizations
Odoo offers project organizations one integrated platform for managing projects, employees, hours, costs, invoicing, and financial results.
Whether you work with fixed project prices, post-calculation, hourly billing, or a combination of these: Odoo can be set up in the way your organization works.
Implementing Odoo for your project organization?
dooIT helps Dutch project organizations with setting up and implementing Odoo. We look at your processes and configure Odoo accordingly.
Curious how Odoo can work for your organization? Request a free customized demo today. We will tailor the demo specifically for your organization, so you can see right away how Odoo looks and how it fits with your processes.
