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Project Spreadsheet

by
Odoo

$ 198.18

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Documents (documents)
• Discuss (mail)
Lines of code 1249
Technical Name cds_project_spreadsheet
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/liccluprj0015-project-spreadsheet-7227
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Documents (documents)
• Discuss (mail)
Lines of code 1249
Technical Name cds_project_spreadsheet
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/liccluprj0015-project-spreadsheet-7227


ODOO'S FUNCTION

In Odoo, project dashboards are built using backend code. If a project manager wants to change the layout, add a new chart, or customize the view for a specific client, they need technical coding skills. Because it is so inflexible, most teams find the standard dashboard too difficult to use for everyday project tracking.


CLUEDOO'S FUNCTION

CLuedoo replaces complex code with familiar, Excel-style spreadsheets.

1️⃣ Project Spreadsheet : When you start a new project, the system automatically generates a fully customizable spreadsheet ready for your data.

2️⃣ Frozen Project Spreadsheet : When you need to report on a project's progress, you can instantly generate a "frozen" copy of your spreadsheet. This creates a secure, read-only snapshot of your data at that exact moment, which is perfect for keeping accurate historical records that cannot be accidentally changed later.

PROJECT SPREADSHEET


Navigate to Settings > Technical > Spreadsheet > Project Spreadsheets

We have a new menu for the spreadsheet templates.

Go to Project and create a new project template or choose an existing one.

Under the Settings tab, you can create and edit a new project spreadsheet template .

This spreadsheet template will be automatically added to the Project Spreadsheets menu.

Note: If you want to choose an existing spreadsheet template, remember to fill in the Company .

The spreadsheet template will include a list of the tasks from all the projects.

You can add a filter so that it shows the list of all the tasks in certain projects only.
Whenever a user creates a new project using the project template above,

the system automatically generates a fresh, fully customizable spreadsheet for that specific project, based on the spreadsheet template.

FROZEN PROJECT SPREADSHEET


Make a few changes and save/close the spreadsheet.

On the project, click the Dashboard smart button.

Create a project update.

e.g., Monthly Review

Open the project update and click Get Project Spreadsheet Snapshot .

A Spreadsheet Link will be created.

Click the link to open the newly generated "frozen" spreadsheet.

The spreadsheet is read-only (frozen in time).

Go back to the live spreadsheet and make some changes again.

The frozen spreadsheet in project update Monthly Review will not change. It remains exactly as it was when you clicked the button.

However, if you create a new project update and get the frozen link.

e.g., Monthly Review 2

The new frozen spreadsheet will get the changes. 



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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