PROJECT

Task are centrally manage, schedule
and track throughout project lifecycle.

Project Management Flow Project_1

Forecast Needs & Resources

Project_2

Discuss Tasks and Share Documents

Project_3

Customer Services and Issues

Project_4

Sales and Invoice On Contracts

Project_5

Reports and Dashboard


Odoo Project Management

A fast user interface designed for modern project management. Get all the information you need where you need it.

Mobile

Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.

Filters and Groups

Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.

Fully customizable

Customize the process of every project, rename stages and alerts according to your own activities, automate emails, etc.

Document Management

Manage documents related to tasks, issues or projects. (specifications, plans, etc.)


Forecast Needs & Resources: Based On Tasks

Project performance & employees' availability

Gantt View-PLM-Synconics

Customized Kanban View: Drag & drop tasks easily with the help of kanban view. Group tasks by stages, responsible, deadline etc. Change name of “task/issues”. Change the meaning of the task/issues.

Create Task from Sales Order: Break down your project in bite-sized tasks and assign them to your team. Create customized stages for each project to simplify your workflow overview.

Schedule your teams across projects taking employees' holidays into account. Plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real timesheets for increased profitability.

Calendar of Deadlines: Simply drag & drop feature for your tasks in the calendar to reschedule as well as to highlight project deadlines.

Multi-projects: Work on single or multiple projects at the same time. Perform multi-project analysis and searches.

Time Tracking: Track expected hours, effective hours, re-forecasts on tasks.

Archive tasks: Archive tasks done and have a clear view of the other tasks you still need to work on.


Discuss Tasks and Share Documents

Enhance employees collaboration

Add quick notes or attach files to any task and stay connected to your team. Communicate through the chatter, write in a shared real-time pad or use live chat - all within a single interface!

Chat with users: Chat online with other users to get real time answers to your questions. Use discussion groups to chat in tasks.

Real Time Collaboration: Use the Etherpad integration to collaborate on tasks in real time with several users contributing to the same content.

Custom Alerts: Follow tasks in just a click and get alerts based on relevant activities.

Activity Log: The activity log attached to every task or issue gives you a detailed history of all activities on the document.

Email Integration: Every project can have its own email address. Create tasks or issues by sending an email to the project. All recipients/cc of the email will be added as follower of the task. Communicate on tasks by email.

General-Odoo PLM-Synconics

Customer Services and Issues

Task-Odoo-PLM-Synconics

Customer Satisfaction: Configure the automatic email sent to customers after each milestone or issue and receive their feedback and ratings directly.

Customer tickets: Use issues to track support contracts, tickets, bug reports.

Email integration: Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.

Automate actions: Use triggers and automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey etc.

Portal front-end: Customers have access to their tickets from the portal.

Timesheets: Track time on projects and tasks using the timesheet app.

Service Level: Link SLA-related information to issues: time to open a ticket, time to close a ticket, statistics on the volumes and performances etc.


Sales and Invoice On Contracts

Customer projects: Forecast project resources, track tasks and milestones, record timesheet and analyze the performance of the team.

From sales to tasks: Generate tasks based on sales orders or template of projects that you reuse from customer to customer.

Contracts: Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.

After Sales Services: Effortlessly manage after sales services requests and configure a customized process in the kanban view.

Support Contracts: Automatically create issues by email, track support services and count hours on contracts.

Internal Projects: Track internal projects with tasks and manage teams efficiently by setting clear priorities.

cost-plus-contract-synconics

Reports and Dashboard

Tast-analysis-Odoo PLM-Synconics

Pivot Table Analysis: Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.

Issues analysis: Get statisitics on your issues to analyze the performance of the customer service team.

Tasks analysis: Get statistics on your tasks to analyze the performance of your projects.

Dashboard: Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

Gantt Chart: Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.

Graphs: Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project etc.


 

Fully integrated with other Apps

 

Contact Synconics for ERP Implementation, Digital Transformation, Counter Supervision of ERP and permanent partner for ERP Support.


Want to speak to us about Odoo ERP?
Drop us a mail on: contact@synconics.com
Skype: synconics.technologies

Let's talk

call +91 942-686-4274