Project Dashboard for Tracking Project Expenses
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 21.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Employees (hr) • Invoicing (account) • Discuss (mail) • Sales (sale_management) • Project (project) |
| Lines of code | 193 |
| Technical Name |
project_dashboard_expense |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Employees (hr) • Invoicing (account) • Discuss (mail) • Sales (sale_management) • Project (project) |
| Lines of code | 193 |
| Technical Name |
project_dashboard_expense |
| License | See License tab |
| Website | http://www.probuse.com |
Project Dashboard for Tracking Project Expenses
Real Time Expense Tracking from the Project Dashboard
Enhanced Project Financial Visibility with Linked Expenses
Streamlined Expense Management Through Project Dashboard
This app enhances project financial tracking by introducing smart "Expenses" and "Expense Sheets" buttons directly on the project dashboard. With a single click, users can view all expense records linked to a project, while an embedded summary panel provides a quick financial snapshot. It also supports report creation with built-in validation to ensure expenses belong to the same project, helping teams stay organized and make faster informed decisions all without leaving the project screen.
Main Features of the Project Dashboard with Expense Integration
- Project Linked Expense Tracking:
- The Project field has been added to both the Expense and Expense Sheet form views, allowing each expense to be directly associated with a specific project.
- Smart Buttons for Quick Access:
- New smart buttons for Expenses and Expense Sheets are available on the Project dashboard. Instantly see how many records are linked to the project click to open filtered views.
- Integrated Summary Panel:
- A bottom right panel on the Project dashboard displays a real-time summary of related expenses and expense sheets.
- Seamless Navigation:
- Clicking the Expenses or Expense Sheets buttons takes users to a list view showing only those records linked to the selected project.
- Standard Report Generation with Validation:
- Use the Odoo Create Report feature to generate expense reports.
- A validation rule ensures accuracy: if selected expenses belong to different projects, will block report creation with a clear message.
- Explore the Full Feature Set:
- Check out the screenshots and video for a complete walkthrough of the dashboard in action.
Edition Compatibility:
Enterprise Odoo.sh Community
Project field has been added the Expense (Odoo Standard) form view
Project field has been added the Expense Sheet (Odoo Standard) form view
The Project form includes a Dashboard smart button (Odoo Standard)
Smart buttons for Expense Sheets and Expenses have been added to the Project dashboard, displaying quick summaries in the bottom right panel
Clicking the Expense Sheets smart button opens all related expense sheets for the selected project
Clicking the Expenses smart button opens all individual expenses linked to the project
Users can generate reports using the standard Create Report feature in Odoo
Note: If you select multiple expenses linked to different projects and try to create a report from the list view, raise a validation error
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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