Project Budget Control with WBS & Gantt
by Steven Marp https://apps.odoo.com/apps/modules/browse?repo_maintainer_id=512936$ 199.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Project (project) • Purchase (purchase) • Discuss (mail) • Employees (hr) |
| Lines of code | 1520 |
| Technical Name |
sm_project_wbs_cost_control |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?repo_maintainer_id=512936 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Project (project) • Purchase (purchase) • Discuss (mail) • Employees (hr) |
| Lines of code | 1520 |
| Technical Name |
sm_project_wbs_cost_control |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?repo_maintainer_id=512936 |
| Versions | 18.0 19.0 |
Project Budget Control with WBS & Gantt for Odoo
Project Budget, Actual Cost & Gantt Tracking
Budget lines by labor, material, equipment, subcontract, and overhead.
Purchase order lines linked to each WBS item.
Vendor bill analytic entries linked back to project WBS.
WBS Tree
Create parent and child WBS items per project with task links, planned dates, and progress.
Cost Control
Compare planned, committed, actual, remaining, margin, and variance per WBS.
Gantt and Reports
Use Gantt, pivot, and graph views for project control and executive reporting.
From Project Setup to Cost Reporting
These screenshots show the full WBS flow: project, budget, PO commitment, receipt, vendor bill actual cost, over-budget alert, pivot, graph, and Gantt.1. Create Project
Start from a normal Odoo project. Each project can hold its own WBS cost structure.
2. Open WBS Cost Control
Project users can open WBS Cost Control from the Project menu.
3. Create Main WBS Item
Create a main WBS item such as Mobilization and link it to the project.
4. Add Budget Lines
Add material, labor, equipment, subcontract, overhead, or other planned cost lines.
5. Create Child WBS Budget
Break the work into child WBS items such as Site Preparation with its own budget.
6. Parent Rollup
Parent WBS automatically includes child planned cost, committed cost, and actual cost.
7. Approve WBS
Approve the WBS item before execution to lock in the planned control baseline.
8. Start Work
Move approved WBS items to In Progress when work begins.
9. Track Progress
Progress and status are visible directly from the WBS list and form views.
10. Link Purchase Order Line
Select WBS Item on purchase order lines to calculate committed cost.
11. Confirm Purchase Order
Confirming the PO updates committed cost on the related WBS item.
12. Confirmed PO
The confirmed purchase order keeps the WBS reference on each line.
13. Committed Cost in List
Committed purchase value appears directly in the WBS list view.
14. Committed Cost in Form
The WBS form shows committed cost next to planned and actual cost.
15. PO Smart Button
Open related committed purchase lines from the WBS smart button.
16. Purchase Line Detail
Review the purchase lines that build committed cost for the WBS.
17. Validate Receipt
Receive purchased goods or services using standard Odoo receipt flow.
18. Receipt Done
The receipt is completed while the WBS trace remains on the purchase flow.
19. Create Vendor Bill
Create a vendor bill from the receipt or purchase order.
20. Draft Bill with WBS Item
Vendor bill lines keep the WBS Item so actual cost can be posted to WBS.
21. Confirm Bill
Confirm or post the vendor bill using standard Odoo accounting behavior.
22. Posted Bill
Once posted, analytic cost becomes actual cost for the selected WBS item.
23. Actual Cost on WBS
Actual cost appears on the WBS form with remaining cost and variance.
24. Actual Lines Detail
Open the Actual Lines smart button to audit the analytic entries behind the cost.
25. Done Button
Complete the WBS item when the work package is finished.
26. Progress Becomes 100%
Done status automatically sets progress to 100 percent.
27. Over-Budget Draft Bill
Create a larger vendor bill to test over-budget control.
28. Over-Budget Bill Posted
Post the high-value bill to push actual cost above planned cost.
29. Confirm Over-Budget Bill
The bill line carries WBS and analytic data before posting.
30. Posted Over-Budget Bill
The posted bill adds another analytic cost line to the WBS actual amount.
31. Over-Budget Ribbon
When actual cost is above planned cost, the WBS form shows an Over Budget ribbon.
32. Two Actual Lines
Actual line detail shows multiple analytic cost entries for the same WBS.
33. Pivot Report
Use pivot view to compare planned, committed, actual, and variance by project or status.
34. Graph Report
Use graph view to present cost status visually for project review meetings.
35. Gantt View
Plan and review WBS items on a Gantt timeline with day, week, month, quarter, and year scales.
Built for Project Cost Visibility
Construction, engineering, implementation, service delivery, maintenance, and internal project teams.Define planned cost per WBS before execution.
Track committed cost from purchase order lines.
Trace vendor bills and analytic entries to WBS.
Use Gantt, pivot, and graph views for project review.
Project WBS Cost Control
Project WBS Cost Control adds a structured Work Breakdown Structure to Odoo projects and tracks planned cost, committed purchase cost, actual analytic cost, variance, and margin.
Dependencies
This module depends only on standard Odoo applications: Project, Timesheets, Purchase, and Accounting. It does not require any customer-specific module.
Basic Flow
- Open Project > WBS Cost Control.
- Create a WBS item and select a project.
- Add budget lines for labor, material, equipment, subcontract, overhead, or other cost.
- Link project tasks to WBS items when operational work needs task tracking.
- Add WBS items on purchase order lines to track committed cost.
- Add WBS items on vendor bill lines or analytic lines to track actual cost.
- Review planned cost, committed cost, actual cost, variance, margin, and cost performance.
Notes
Actual cost is calculated from analytic lines linked to WBS items. Vendor bill lines copy the WBS item into generated analytic lines when the bill creates analytic entries.
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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