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Advanced Project Update

Display paid amounts from project profits, add a smart button for Analytic Items and make invoiced/to-invoice/expected amounts in Purchase Orders clickable
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STORY BEHIND THE FEATURES

ODOO BEHAVIOUR

Odoo's Project feature gives an overview of the progress and financial status of a project.

CLUEDOO BEHAVIOR

Cluedoo expands the Project Update dashboard and adds the feature of the paid amount from a project's profits, so that stakeholders can track a project's payment without going back to Sales Order and Invoices.
We extend this feature to add smart button "Analytic Items" and clickable invoiced/to invoiced/expected amount of Purchase Orders.
CLUEDOO RECOMMENDATION

Install in 100% of your database as it is a useful tool to manage projects.


RELATED MODULE

You should use this module together with: fal_project_dashboard

HOW TO USE THIS MODULE

Add smart button "Analytic Items" and clickable invoiced/to invoiced/expected amount of Purchase Orders
1. 

Create product with type: Service

Create on: Project / Project & Task


2.

Create new SO with these product > Confirm > Project auto created 


3. 

Go to project button > Change the name of project if you want > Check Analytic Account 

For ex: Analytic Account: Linh test project 


Note: from v18, moving to page analytics > field project

4. 

Go to Purchase > Add Analytic account to PO you want to link with project > Confirm

For ex: I add P00160 and P00159  (with different vendor) to project 



5.

Create Bill > Confirm (also with P00159)

Note: analytic account automatically linked with Bill 


6. 

Project > Choose project you created > Project Updates



Note: from v18, Project > Choose project you created > Dashboard

7. 

Check that we have smart button "Analytic items" and also clickable invoiced/to invoiced/expected amount of Purchase Order 

Note:   it's all POL, billed it's you already created the vendor bills / invoiced_qty > 0. To bill it's POL that already received/ qty_to_invoice > 0



Subtotal With Analytic Distribution

1. 

Projects > Settings > Setting tab > Set aa for project 


2.

Create new PO > Fill Analytic Distributtion in POL > Adjust the percentage and the subtotal will calculate between unit price and percentage > Confirm PO 

For ex: percentage of aa: linh test project is 50% so the subtotal is 100.50%=50 


3. 

Go back to Project > Project Updates > Click on the number of Purchase Orders (It calculated base on Subtotal with analytic distribution)

4. 

Check that new PO automatically added > the column Subtotal with Analytic Distribution exact the same as POL > The total of that columns is the number in column "To invoice" in PO