See Part 1 of the Tutorial on how to set up the correct permission for Team Member in Project

Since releasing Odoo v8, it has extended its functionality to becoming the web store and CMS for business.  From June 2014, business with 2 users or less can even sign up a free account with the Odoo.com site to enjoy their hosted service.

Here, we will cover a situation where a Service Provider needs to give their Customers access to a Portal page for managing individual jobs.  Furthermore, the Service Provider should be able to generate Invoice based on  either task or Timesheet.  however, this will be cover in a later tutorial.

The Project page

It offers different views of created projects (Kanban, Gantt, List, Form)

Acme Project and GoodWill Project are the only active projects in our example.  Permission should be set up to filter Team member access to their own project. (refer to Part 2 on Set up)

Selection_050

 

2. Tasks are

 

 

 

 

 

 

 

 

 

Project Stage

Project Stages are organised in a easy drag-and-drop fashion – stages are also customizable.

Selection_051

 

Project Task

The Task window has been modified to capture extra details related to the Job e.g. Product,  checkbox selection

Selection_052

 

Reporting and Analysis

Report Analysis is handy to producing chart, report

Selection_053

 

 

Implementing Service Management in Odoo – Part 2/2