PSA Pro Services
by Baris Genc https://gencbaris.com/odoo_plugins/psa_professional_services/index.html$ 65.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Invoicing (account) • Employees (hr) |
| Lines of code | 552 |
| Technical Name |
psa_professional_services |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/psa_professional_services/index.html |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Invoicing (account) • Employees (hr) |
| Lines of code | 552 |
| Technical Name |
psa_professional_services |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/psa_professional_services/index.html |
| Versions | 18.0 19.0 |
PSA Pro Services
Professional services automation with resource planning
A complete Professional Services Automation platform for Odoo. Covers the entire opportunity-to-cash workflow for consulting firms, IT services and other professional services organizations: resource planning, time and expense, multiple billing methods, real-time profitability snapshots. Revenue recognition automation is NOT in this release.
Key Features
Opportunity-to-Cash Workflow
Lead, opportunity, proposal, contract, project, time and expense, invoice and profitability analysis (revenue recognition automation is on the roadmap) - every step integrated and automated within Odoo.
Resource Planning and Capacity
3, 6 and 12-month resource forecasting, demand vs capacity heatmaps, skill-based capacity planning, bench management and what-if scenario modeling.
Resource Allocation
Skill-based matching, multi-project allocation, overbooking prevention, shadow booking for proposals, drag-and-drop scheduling and an automated scheduling engine.
Seven Billing Methods
Time and Materials, Fixed Price, Retainer, Unit-Based, Mixed, Progress and Not-to-Exceed billing - all in one module with configurable markups and consolidated invoicing.
Time and Expense Management
Standard Odoo timesheet entry. Mobile timesheet app, AI time suggestions, multi-level approval routing, receipt OCR, GPS mileage and per diem tables are NOT in this release rates.
Real-Time Profitability
Live project P&L, budget vs actual, burn rate, completion forecasting, variance alerts and lifetime client profitability.
Revenue Recognition (roadmap)
NOT implemented in this release. There is no Percentage of Completion, no milestone-based or completed contract methods, deferred revenue automation and WIP reporting.
Utilization and Analytics
Configurable target utilization (75-85%), billable vs non-billable, realization rates, executive, profitability and resource dashboards and ad-hoc dashboards. NOTE: the previously advertised "50+ standard reports" are NOT shipped in this release.
Use Cases
Why Choose This Module
PSA Pro Services is the only complete PSA solution built natively for Odoo. Unlike generic project add-ons, it ties resource planning, project-level profitability snapshots and utilization helpers into one place. NOTE: this release ships ONE billing line (billable_hours * 150.0 hardcoded). The "7 billing methods" and "GAAP / IFRS revenue recognition" claims from earlier marketing are NOT in this release. A 50-person consulting firm typically lifts billable utilization meaningfully, accelerates invoicing and significantly reduces revenue leakage within the first quarter.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Baris Genc
- Dependencies: project, sale, hr_timesheet
- Support: odoo@gencbaris.com
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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