odoo-project-timesheet

Odoo Project & Timesheet

Overview

This skill helps you configure Odoo Project and Timesheets for service businesses, agencies, and consulting firms. It covers project setup with budgets, task stage management, employee timesheet logging, approval workflows, and converting approved timesheet hours to customer invoices.

When to Use This Skill

• Setting up a new project with tasks, deadlines, and team assignments.
• Configuring billable vs. non-billable time tracking per project.
• Creating a timesheet approval workflow for managers.
• Invoicing customers based on logged hours (Time & Materials billing).

How It Works

1. Activate: Mention @odoo-project-timesheet and describe your project or billing scenario.
2. Configure: Receive step-by-step setup instructions.
3. Automate: Get guidance on automatically generating invoices from approved timesheets.

Examples

Example 1: Create a Billable Project

Menu: Project → New Project (or the "+" button in Project view)

Name:     Website Redesign — Acme Corp
Customer: Acme Corporation
Billable: YES  (toggle ON)

Settings tab:
  Billing Type: Based on Timesheets (Time & Materials)
  Service Product: Consulting Hours ($150/hr)
  ☑ Timesheets
  ☑ Task Dependencies
  ☑ Subtasks

Budget:
  Planned Hours: 120 hours
  Budget Alert: at 80% (96 hrs) → notify project manager

Example 2: Log Time