Scope of Work Management for Odoo Projects

Project Scope of Work with Milestones

Scope of Work with Roles & Responsibilities in Projects

Structured Project Scope of Work in Odoo

This module is integrated with the Odoo Project module to provide complete Scope of Work management for projects. On the Project form, it introduces a Milestone/Timeline tab where users can define the project execution in multiple phases, including fields such as Phase, Description, From, and To dates. This allows users to structure the project timeline effectively and ensures clarity in phase wise project planning.

Additionally, a Roles and Responsibilities tab is provided, where users can define various Roles, assign Responsible users, and specify their respective Responsibilities. When creating a Scope of Work and selecting a project, the system automatically displays all associated Tasks and their Deadlines under Deliverables. It also auto populates the project Milestones and Role Responsibility mappings based on the selected project, streamlining the scoping process and ensuring consistency across project planning and execution.

Key Features: Advanced Scope of Work Management : Integrated with Odoo Project Module

This module provides a comprehensive Scope of Work (SOW) management solution tightly integrated with the Odoo Project module. It enables complete visibility and control over project phases, responsibilities, and deliverables.

* Milestones & Timeline Planning

    ** A dedicated "Milestone/Timeline" tab is available on the Project form.
    ** Users can define how the project will be completed in multiple phases.
    ** Fields include: Phase, Description, From, and To dates.
    ** Enables clear timeline planning and phased project execution.

* Roles & Responsibilities Assignment

    ** Includes a "Roles and Responsibilities" tab on the Project form.
    ** Allows assignment of various Roles, Responsible users, and definition of Responsibilities.
    ** Ensures clarity in accountability and team structure.

* Scope of Work Form Features

    ** When creating a Scope of Work and selecting a Project:
        *** Displays all related Tasks and Deadlines in the Deliverables section.
        *** Auto fills Milestones and Roles & Responsibilities from the selected project.

* Communication & Documentation

    ** "Send by Email" button to share Scope of Work details with the customer.
    ** Generate a printable PDF Report of the Scope of Work.

* Digital Signatures & Portal Access

    ** Signature tab for both Project Manager and Customer to digitally sign.
    ** Customer capabilities via the Odoo Portal:
        *** Access the Scope of Work
        *** Provide a Digital Signature directly on the portal (saved to backend)
        *** View and download the PDF Report

A structured Scope of Work is widely used across industries that manage complex projects with multiple stakeholders, clear deliverables, and defined timelines. Construction and Real Estate Development rely heavily on SOWs to outline phases, responsibilities of contractors and consultants, and milestone-based billing. Engineering and Infrastructure sectors, especially in Civil, Mechanical, and Electrical projects, use detailed scopes to manage dependencies and compliance. IT and Software Development companies use SOWs to define project phases, client responsibilities, and delivery milestones _ especially in Agile or Outsourced environments. The Oil and Gas industry, known for its highly regulated and technically demanding projects, uses scopes to manage vendor deliverables and safety compliance. Consulting Firms across Management, Finance, and HR domains use scopes to set expectations, timelines, and team responsibilities. Additionally, Marketing and Creative Agencies often define SOWs to manage Branding, Advertising, or Digital Campaigns with clear deliverables and roles. Even sectors like Healthcare, Education, and Manufacturing adopt scope documents for initiatives such as System Implementations, Facility Expansions, or Quality Improvement Projects.

Enhanced Project Form View (Odoo Standard) Featuring "Milestones/Timeline" Tab

Enhanced Project Form View (Odoo Standard) Featuring "Roles and Responsibilties" Tab

Scope Of Work Menu

Scope Of Work : Kanban View

Scope Of Work: List View

Scope Of Work: Form View With Deliverables Tab (Auto loaded from Selected Project)

Scope Of Work: Form View With Milestones/Timeline Tab (Auto loaded from Selected Project)

Scope Of Work: Form View With Roles and Responsibilities Tab (Auto loaded from Selected Project)

Scope Of Work: Form View With Attachments Tab

Scope Of Work: Form View With Description Tab

Scope Of Work: Form View With Internal Notes Tab

Scope Of Work: Form View With Signature Tab

Scope Of Work: Form View With Send By Email Button Functionality

Scope of Work: Mail Wizard Triggered on Send by Email Button Click

Scope Of Work Menu in Portal Menu List

Scope Of Work Portal : List View

Scope Of Work Portal : Form View

Scope Of Work Portal : Form View With Accept and Sign Button

On Clicking Accept and Sign Button It Opens a Signature Wizard

Scope Of Work Portal : Form View With Customer Signature

Scope Of Work : Form View With Customer Signature Updated In Backend

Scope Of Work : Form View With Print Report Menu

Scope Of Work : PDF Report

Enhanced Project Form View (Odoo Standard) Featuring "Scope Of Work" Smart Button

Open Associated Scope of Work via Smart Button

Enhanced Customer Form View (Odoo Standard) Featuring "Scope Of Work" Smart Button

Open Associated Scope of Work via Smart Button

Scope Of Work : Stages Configuration Menu

Scope Of Work : Stages List View

Scope Of Work : Stages form View

Scope Of Work : Roles Configuration Menu

Scope Of Work : Roles List View

Scope Of Work : Roles form View

Scope Of Work : Tags Configuration Menu

Scope Of Work : Tags List View

Scope Of Work : Category Configuration Menu

Scope Of Work : Category List View

Scope Of Work : Category form View

Scope Of Work : Bar Chart Graph View

Scope Of Work : Pie Chart Graph View

Scope Of Work : Pivot View

Scope Of Work : Activity View

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