What’s new in project, timesheet and planning

Project management is at the heart of many successful businesses, and Odoo continually strives to simplify and improve this crucial facet with each update. Odoo version 17 pays particular attention to the project, timesheet and planning modules, introducing innovative features that promise to redefine the way teams collaborate and get things done.


This article explores in depth the new features that are transforming project management within Odoo. From strategic planning to accurately recording the time spent on each task, the enhancements in this release reflect Odoo's commitment to providing intuitive and powerful project management tools. Whether you're a project manager looking for ways to optimise your team's productivity or a user keen to explore the latest technological innovations, dive into this article to discover how Odoo version 17 redefines excellence in enterprise project management.

1. Improved shortcuts  

Set up a task instantly using text shortcuts: define labels, assign users, allocate times and set a high priority directly without opening the form view. The incorporation of symbols such as # and @ facilitates a quick and intuitive task configuration process.

 


2. Duration of each stage  

Get a complete understanding of project timescales by viewing the duration of each stage at a glance. Odoo 17 introduces a feature that provides an overview of the time invested in each stage of the project, making it easier to make informed decisions and allocate resources.

 

3. Task status  

Experience greater control over project progress with new task statuses. From "open" (in progress, changes requested and approved) to "closed" (cancelled and completed), Odoo 17 introduces a versatile status framework. In particular, the new 'pending' status takes account of dependencies between tasks, enabling transparent management even when one task is blocked by another.

                     


4. Recurring tasks  

Facilitate proactive planning by generating new tasks immediately after completing previous ones. Integration with subscriptions ensures that recurring tasks are aligned with subscription deadlines and recurrence periods, enabling efficient planning and preventing tasks from recurring after subscription termination.

 

5. Automating actions  

Improve project management efficiency by automating a myriad of actions directly from the Kanban view. Odoo 17 gives users the ability to customize and automate tasks, providing a streamlined approach to project management.

 


6. Communication tools

Facilitate communication within your team by easily translating conversations and enhancing colleague mentions with a single click. Odoo 17 improves communication capabilities, ensuring a fluid, multilingual collaborative environment.

 


7. Sub-tasks  

Simplify project tracking by adding sub-tasks. Get a quick overview of these sub-tasks in the Kanban view and speed up the allocation of employees for better task delegation.

 


8. Creating projects from a SO  

Experience the flexibility of launching projects by manually creating projects directly from customer orders. Odoo 17 eliminates the need for repetitive configurations, offering a hassle-free approach to project set-up.

 


9. Projects in multi-company mode 

Foster collaboration between employees working on projects in several companies without extended access. By leaving the "Company" field of a project empty, all employees can participate, encouraging cross-company collaboration.


10. Monitor time sheets and filing 

Efficiently analyse overtime or missing hours by day or period in the timesheet grid view. Set up daily tips to guide employees in accurately recording their timesheets, and establish targets to create a ranking of billing rates by employee, boosting overall productivity and competitiveness.



11. Planning 

In the Gantt view, divide, allocate and swap jobs or tasks with a single click, ensuring precision in project planning.


12. New application: “To Do” 

Say goodbye to the old "Note" application as Odoo 17 introduces the seamlessly integrated "To Do" application. Convert your to-do lists into actionable tasks in the Project application, streamlining task management and improving overall collaboration.

            


In conclusion, Odoo 17's robust functionality redefines project management, offering a comprehensive suite of tools designed to improve efficiency and collaboration. By embracing these advances, businesses are positioning themselves at the forefront of innovation, ready to meet the challenges of modern project management with precision and agility.