All In One Project Management System - All in one PMS

by
Odoo

108.72

v 13.0 Third Party 65
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Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Discuss (mail)
Project (project)
Sales (sale_management)
Invoicing (account)
Employees (hr)
Lines of code 3166
Technical Name bi_all_in_one_project_management_system
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 13.0 15.0 16.0 17.0 14.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Discuss (mail)
Project (project)
Sales (sale_management)
Invoicing (account)
Employees (hr)
Lines of code 3166
Technical Name bi_all_in_one_project_management_system
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 13.0 15.0 16.0 17.0 14.0

All In One Project Management System - All in one PMS Odoo App

All in one Project Management Bundle Odoo Apps

All in one Task Management Bundle Odoo Apps

All in one project and task management odoo app helps users to manage projects for all needs in one single app. User can create subtask for a task, User can start, pause and stop task timer, get automatic email notification on daily and weekly task updates, attach and manage documents for project and task, set priority, mass update project stages, mass update task, assign task to multiple users, print project and task PDF report, get email notification on before due date and after due date, manage different stages project dynamically, create meeting from task and view, set user to automatically assign on specific stage, add sequence for project and task, also get email notification on task timesheet limit remainder, create task from sale order, import task from xls or csv file and project own checklist.

Features

Set Project Co-Ordinator Rule for User

You can set project co-ordinator rule for user that shows only his projects and sub-projects.

Easy to Create Sub Projects from Parent Project

You can easily create sub projects from parent project in 'Sub Projects' tab.

Easily Divide Projects and Sub Projects

You can easily divide project and sub projects with its details.

Display Warning on Deletion of Project and Sub Project

When you delete project which has sub projects and delete sub project which has tasks it will display warning.

Start and Stop Task Timer

User can easily use start task and end task timer of the task.

Auto Count Duration of the Task

User can see total duration of task based on start date/time and end date/time on task form and kanban view.

Start Multiple Tasks at the Same Time

User can easily start and stop multiple tasks at the same time.

Fill Task Timesheet based on Timer

User can fill the timesheet on the basis of timer and give description using wizard.

Auto Send Email for Daily Task Update

User can see daily task update email of all tasks created by them and assigned to them.

Auto Send Email for Weekly Task Update

User can see weekly task update email of all tasks created by them and assigned to them.

Manage Project Documents

User can see all attached documents on project and download from there.

Manage Task Documents

User can see all attached documents on task and download from there.

Easy Access to All Documents

View and access all attached documents of project and task in tree, form, and kanban view.

Document Resource Model and Name

User can view resource model and resource name for all attached documents.

Set High or Moderate Priority for Project & Task

User can set and change priorities to high or moderate for project and project tasks.

Set Low or Normal Priority for Project & Task

User can set and change priorities to low or normal for project and project tasks.

Send Project Task By Email

User can share any project task by email from any task state.

Add Or Remove Recipients to Task Email

User can send email to customer and can add more recipients to task email.

Send Task With Attachments

User can send project task by email with all uploaded attachments and can add more attachments to mail.

Change Email Template and Subject for Task Email

Before sending task as mail user can change email subject, content and email template for that.

Mass Update Tasks with Projects and Stages

User can update multiple tasks with projects and stages.

Mass Update Tasks with Assignees

User can update multiple tasks assignees via add and replace option.

Mass Update Tasks with Deadlines

User can update multiple tasks with deadlines.

Mass Update Tasks with Tags

User can update multiple tasks tags via add and replace option.

Mass Update Project Stages

User can update multiple project stages at once.

Select Project Update Method

User can select update method like add or replace for project and all selected project stage will updated.

Assigned Multi Users for Single Task

User can assigned or allowed multi users for single task.

Task Visible to Assigned Users

Assigned users can easily visible single task.

Print Project Details PDF Report

User can print project details in PDF report.

Print Task Details PDF Report

User can print task details in PDF report.

Configure Task Delay Start Notification

User can tick on 'Delay Task Start Notification' checkbox then inside set delay day(s).

Configure Task Delay Completion Notification

User can tick on 'Delay Task Deadline/Overdue Notification' checkbox then inside set delay deadline day(s).

Send Email for Delay Task Start Notification

Email notification sent to users whose tasks not started.

Send Email for Delay Task Completion Notification

Email notification sent to users whose tasks not completed.

Subtask List For Every Task

It allow to create subtask for current project.

Track All The Task

Track all subtask with different stage label like TODO,CANCLE and DONE.

Email Notifications In Task Mail Thread

User can get instant email notifications, which can be seen in task.

Configuration For Subtask Stages

User cannot can check and change the stage for the subtask.

Don't Show Due Deadline Task Red and Deadline.

On configured state user can not see due deadline task in red color and deadline on kanban view.

Due Deadline Task Filter.

User can easily filter due deadline task with filter.

Schedule Task Based on Deadline

User can schedule task based on task deadline.

View Task Schedule Time

On task tree, form and kanban view user can see task schedule time, like, today, tomorrow.

Set Task Done Button.

User can set task as done with single click.

Group By Task Based on Deadline

On task kanaban view user can see task group by based on task deadline.

Set Default Stages for Projects.

User can set default stages for projects.

Share Same Stages on Multiple Projects.

User can share same stages for multiple projects.

Create Meeting from Task

Create meeting from task by select date in wizard.

Navigate Meeting/Task

Navigate Task to meeting and meeting to task.

Count Created Meeting

Count created meeting in task form.

Created Meeting List

Display created meeting list from task.

Change Assigned User Regarding Stage.

Automatically assign task to user when change stage on kanban view.

User Can Set Default Stage/User.

Configured user and stage automatically assign when create a new project.

Create Unique Project/Task Sequence Number

Automatically create unique project and task sequence number.

Create Unique Project/Task Sequence Number with Prefix

Automatically create unique project and task sequence number with related project prefix.

Easy create a deadline reminder

Creates a reminder for user automatically.

Sends reminder about multiple tasks.

Sends Details about every task.

Deadline reminder through email

Creates a deadline reminder mail and sent automatically to employees.

Sends details about reminder on selected interval

User can send two reminders, which can be decided by user.

Automatically Send Mail

Automatically check initial hours and total spend hours, then send mail.

Initial Hours

Compare initial hours with total spend hours.

Automatically Receive Mail

User can automatically receive mail about task hour reminder.

Total Spend Hours

If total spend hours is greater than initial hours, then send mail.

Quick Create Task from Order

User can easily and quick to create task from sale order.

Pop-up for Adding Task Details

Special pop-up for adding task details in sale order.

Tags History on Task Chatter.

On adding/updating task tags user can see and track history for tags on task chatter.

Easy to Track Tags Update.

It helps user to keep track of adding/updation task tags.

Import Task

Import task data from from CSV/XLS file.

Warning on wrong or unvailable data

On importing the data which is not availabe or wrong warning will be shown.

Create Project Checklist

User can create project checklist with its description.

Create Project Checklist Template

User can create project checklist template and also select project checklist template for project.

Set Project Checklist State

Project checklist has New, Complate and Cancel state for that Click on check icon to complete checklist and cancel icon to cancel checklist.

Display Percentage based on Checklist Complete

User can see checklist progress percentage based on checklist complete.

Project Sub Project Management

Set Project Operation for User

Under user configuration you can set project operation as Project Coordinator.

Add Sub Projects

Go to Project -> Configuration -> Projects under 'Sub Projects' tab you can add sub projects of parent project.

Added Sub Projects

You can see sub projects are added and click on 'Sub Projects' smart button to open sub projects.

Display Sub Projects List

Display All Projects List with Different Project Manager

You can see list of all projects with different project manager in list view.

Display Own and Sub Projects

You can see 'Project Co-Ordinator' access group user has show his own projects and sub projects.

You can see another 'Project Co-Ordinator' access group user has show his own projects and sub projects.

Delete Project Which has Sub Projects

You can not delete project which has sub projects otherwise it will be display warning.

Delete Sub Project Which has Tasks

You can not delete sub project which has tasks otherwise it will be display warning.

Project Task Timer

Start Task Timer

User can start task timer by clicking "START TASK" button on kanban view.

User can also start task timer from task form view by clicking "START TASK" timer button.

Task Timer

On clicking "START TASK" button user can see task timer started, user can see task timer on task kanban view and task form view also.

End Task Timer

User can end task timer by clicking "END TASK" button on task knaban view.

User can also end task timer from task form view by clicking "END TASK" timer button.

Create Timesheet from Task Timer

On clicking "END TASK" button new pop-up will open, Here user can enter description for timesheet, see timer duration, start date time and end date time of timer.

User can see created timesheet from task timer and link with task.

Task Timer Validation

If one task is all ready running and user try to start another task at the same time then warning will raise.

Multi Task Configuration

Under Project > Configuration > Settings menu user need to enable "Allow Multi Task" option.

Now user can start multiple task timer at same time.

Automatic Task Status Updates Reports

Project Tasks

Reminder for Daily Task Update by Email

You can see schedule action will run auto everyday and sends task update email to every user.

Daily Task Update Email

User can see daily task update status is on that day of all tasks created by them and assigned to them.

Reminder for Weekly Task Update by Email

You can see schedule action will run auto every week and sends task update email to every user.

Weekly Task Update Email

User can see weekly task update status is on that day of all tasks created by them and assigned to them.

Project and Task Documents Management

Project Attachments

User can see attached documents on project.

Manage Project Documents

Under Project > Documents > Project Documents menu user can see all attached documents of all projects and view in tree, form, and kanban view. User also can see "Resource Model" and "Resource Name" of attachments and download from there.

Project Documents Tree View

Project Documents Knaban View

Project Documents Form View

Task Attachments

User can see attached documents on project.

Manage Task Documents

Under Project > Documents > Task Documents menu user can see all attached documents of all tasks and view in tree, form, and kanban view. User also can see "Resource Model" and "Resource Name" of attachments and download from there.

Task Documents Tree View

Task Documents Knaban View

Task Documents Form View

Project and Task Priority

Default Odoo Flow

Before user install module user can see there is no priority to set for projects in form view and only one priority to set for project task.

Set Project Priority

After installing module user can see there is a three stars to set priority for project.

Normal Project Priority

User can see project with normal priority.

Low Project Priority

User can see project with low priority.

Moderate Project Priority

User can see project with moderate priority.

High Project Priority

User can see project with high priority.

Priority on Project Kanban View

User can see project priority on kanban view.

Set Project Task Priority

After installing module user can see there is a three stars to set priority for project tasks.

Auto Project Priority on Task

If user set priority to project and tries to create new task for that project, Then project priority automatically set to task priority, User can also change task auto priority as per need.

User can see project with priority and created new task for that project have the same priority.

Normal Task Priority

User can see task with normal priority.

Low Task Priority

User can see task with low priority.

Moderate Task Priority

User can see task with moderate priority.

High Task Priority

User can see task with high priority.

Priority on Task Kanban View

User can see task priority on kanban view.

Project Task Send By Email

Send By Email Button on Task

ON project task user can see "SEND BY EMAIL" button on header. CLiking on this button user can

User can see uploaded attachments on project task.

User can see on clicking "SEND BY EMAIL" button new wizard will open, here user can add more recipients, change email subject, content and template, All task attachments will also added and user can add more attachments to mail or remove existing one and click "SEND" button.

Project Task Email

User can see received email for project task with attachments.

Send By Email Button on In Progress State

Send By Email Button on Done State

Mass Update Project Stages

Mass Update Project Stages Menu

From stages tree view user can select multiple stage and can update projects by clicking "Mass Update Project Stages" menu under "Action" menu, User can also see there is different projects of each task.

Mass Update Project Stages Wizard

On "Mass Update Project Stages" wizard user can tick on 'Mass Update Project' checkbox then select update method and select "Project" for which he/she wants to update and click "UPDATE" button.

Here choose the "Add" method so it adds project with old project in the stages.

Updated Project Stages

User can see stages with updated projects.

Mass Update Project Stages Wizard

Here choose the "Replace" method so it replace project with old project in the stages.

Updated Project Stages

User can see stages with updated projects.

Mass Update Tasks Details

Mass Update Task Menu

From task tree view you can select multiple task and can update task details by clicking "Mass Update Task" menu under "Action" menu, User can also see there is different details of each task.

Mass Update Task Wizard

On "Mass Update Task" wizard you can tick on "Change Project" and "Select Project" for which he/she wants to update and click "UPDATE" button.

Updated Task Projects

You can see all selected task projects are updated.

Mass Update Task Wizard

On "Mass Update Task" wizard you can tick on "Change Stage" and "Select New Stage" for which he/she wants to update and click "UPDATE" button.

Updated Task Stages

You can see all selected task stages are updated.

Mass Update Task Wizard

On "Mass Update Task" wizard you can tick on "Change Assignees" then select update via "Add" and select "Assignees" for which he/she wants to update and click "UPDATE" button.

Added Task Assignees

You can see all selected task assignees are added.

Mass Update Task Wizard

On "Mass Update Task" wizard you can tick on "Change Assignees" then update via "Replace" and select "Assignees" for which he/she wants to update and click "UPDATE" button.

Updated Task Assignees

You can see all selected task assignees are updated.

Mass Update Task Wizard

On "Mass Update Task" wizard you can tick on "Change Deadline" and select "New Date Deadline" for which he/she wants to update and click "UPDATE" button.

Updated Task Deadlines

You can see all selected task deadlines are updated.

Mass Update Task Wizard

On "Mass Update Task" wizard you can tick on "Change Tag" then update via "Add" and select "Tags" for which he/she wants to update and click "UPDATE" button.

Added Task Tags

You can see all selected task tags are added.

Mass Update Task Wizard

On "Mass Update Task" wizard you can tick on "Change Tag" then update via "Replace" and select "Tags" for which he/she wants to update and click "UPDATE" button.

Updated Task Tags

You can see all selected task tags are updated.

Project Tasks Multi Users Assignee

Create New Project

Assign Multi Users to Task

You can assign or allow multi users for single task.

Task Visible to Assigned Users

You can see task visible to assigned or allowed users.

Project and Task Reports

Print Project Details Report

Go to Project -> Print -> Project Details menu for print project details in PDF report.

Project Details Report

Print Task Details Report

Go to Task -> Print -> Task Details menu for print task details in PDF report.

Task Details Report

Task Delay Notifications - Overdue Task Notification

Configuration for Task Delay Start Notification

Under project configuration user can tick on 'Delay Task Start Notification' checkbox then inside set delay day(s).

Send email notification based on this start date + Delay Days(s).

Project Tasks

User can see start date of project task.

Reminder for Project Delay Task Start Notification

Reminder will run auto everyday, Email notification should send only for those task which are not started.

Email for Project Delay Task Start Notification

Email notification sent to users whose tasks not started.

Configuration for Task Delay Completion Notification

Under project configuration user can tick on 'Delay Task Deadline/Overdue Notification' checkbox then inside set delay deadline day(s).

Send email notification based on this Deadline Date + Delay Deadline Days(s)

Project Tasks

User can see deadline date of project task.

Reminder for Project Delay Task Deadline/Overdue Notification

Reminder will run auto everyday, Email notification should send when Today > Deadline date + Delay Days(s).

Email for Project Delay Task Deadline/Overdue Notification

Email Notification sent to user whose task not completed and deadline date is overdue.

Task Completed

When user finish task moved to 'Done' stage task is completed.

Project Task and Subtask Checklist

Create Subtask

To create a subtask go to Task menu and create a subtask.


Configuration


Status of subtask

Different symbols are given for depicting stages in the tasks.


Mail Threads

All checklist changes and updates are tracked on task mail thread and user will received instant mail notification.


Remove Deadline Alerts from Completed Tasks

Odoo Default Flow

In odoo default flow user can see deadline on task kanban view even task is on done state.

User can also see task in tree view with due deadline appears in red color.

After Installing Module

Stage Configuration

On particular stage user need to enable "Task Completed".

User can see on configured state of kanban view task deadline not appeared.

User can see on tree view configured state task not appear in red color.

Due Deadline Tasks Filter

User can filter due deadline task by filter.

Task Scheduler Based on Deadline Date

Schedule Task on Tree View

Based on task deadline user can see task schedule on task tree view.

Schedule Task on Kanaban View

Based on task deadline user can see task schedule on task kanban view.

Schedule Task on Form View

When user selects deadline on task "Schedule Task" automatically changed, If deadline passed then it will show "Overdue", if deadline is today it will show "Today", On next day "Tomorrow", on next week days "Next Week" and "Later" if more days.

Set Task Done

By clicking on button on task as shown on bellow image user can set task as done with single click.

User can see button is checked and task moved to "Done" stage, user can see message on chatter also.

User can also see done task button on tree and kanban view and task moved to done stage.

Restore Task Stage

User can restore task stage by clicking same button from task tree, form and kanban view, On clicking button user can see task stage changed, Also "Schedule Task" and button also disable.

User can also see message is sent to customer on chatter.

Advance Project Stage Organizer

Project Stages

While creating new project user can see that all stages will added by default to project.

On project form view user can see "Tasks Stages" fields and can select and set default stages for project.

Now user can select same stages on multiple project, While creating project user can choose/select required stages on that project and share same stages on multiple projects.

User can see that only selected stages will appear to projects, User can also select same stages for multiple projects.

On adding or removing "Tasks Stages" on project form view, "Projects" on stages also updated.

Create Meeting from Task

Create Meeting from Task

Create meeting from task using button.


Open wizard for Enter meeting date.


View total created Meeting in task form.


View created Meeting list.


View Task button on meeting form.


Automatic User Assignment on Tasks

Configure Assign Users for New Project

User can configure Assign user to task for New project.

Assign automatically default user and stage when create a New project.

Automatically add New project in configured stage.

Configure Stages and Users

User can configure stages and users for auto assign user to task on stage change.

Assigned User in Kanban

User can see assign user to task in kanban view.

Project Task Unique Sequence Numbering

Create Unique Sequence Number and Configure Task Sequence

Automatically create unique sequence number for New project.

Configure Unique Sequence Number with Prefix for new task.

Unique sequence Number for New Task

Automatically create unique sequence number without prefix for Task.

Automatically create unique sequence number with prefix for New Task.

Task Deadline Reminder

Set First reminder and Second reminder days.


Create a task reminder.

User can create a task reminder by checking on checkbox.


Send email to the task owner manually.


Send details about the task within the email.


Task Timesheet Limit Reminder

Initial Hours and Total Spend Timesheet Hours

User can check initial hours and total spend timesheet hours.


Automatically Check Hours and Send Mail

Automatically check initial hours and total spend hours then send mail.


Timesheet Reminder Mail Detail

See the detail of task, initial hours and total spend hours.

Quick Task Create from Sales

Create Task from Sale Order

You can create task from sale order with using 'ADD A Task' button so one popup will be open.

Popup for Add a Task Details

You can provide task details with using add a task popup and click on save & close button.

Smart Button for Task in Sale Order

You can see smart button for task in sale order, when you click on that button, created task will be open.

Created Task from Sale Order

You can see created task is open from sale order and also provide order number.


Project Task Tags History on Chatter

Before Updating Task Tags

User can see there is no tags added on task and no history for tags on chatter.

When Tags Added

When tags added to task, user can see created tags history with added tags on task chatter as shown bellow.

When Tags Update

When task tags updated user can see created tags history with previous tags and new added tags on task chatter as bellow.

Import Project Task from CSV/Excel File

Data File Sample.

Given below is the sample of import file.

Task Name
- Name of the Task
Project Id
- Project Id for Task.
User
- Name of User.
Tag
- Name of the Tag.
Deadline Date
- Task Deadline Date.
Description
- Task's Description.

Menu for import data of Task


Import Task Wizard

In this wizard you have to upload properly formatted CSV or XLS file you want to import.


Views

This is the tree view of task created from given data file.


Project Own Checklist

Project Checklist Menu

Goto Project -> Configuration -> Project Checklist menu in that create project checklist with description.

Project Checklist Template Menu

User can create project checklist template and select multiple checklist template.

Select Project Checklist Template

Goto Project and under 'Checklist' tab user can select multiple project checklist template for that project.

Added Project Checklist Template

When user select project checklist template, its record added by default.

User can see project checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.

Checklist Progress Percentage in Projects List view.

Checklist Progress Percentage in Projects Kanban view.

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