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Odoo Project

Every project, task, deadline and cost visible to the team, with milestone or timesheet invoicing in the same system.

Project
Capabilities

What this module handles

Saudi contractors, agencies and consultancies run projects in Trello and WhatsApp, log hours in spreadsheets that never match payroll, and only learn a project lost money at year end, while government and corporate clients expect progress claims and reports on time. Odoo Project plans work on Kanban boards, Gantt charts and calendars, ties hours and costs to each project, and lets a confirmed sales order create the project so milestones or logged hours generate the invoices in Odoo Accounting.

  • Kanban, list, Gantt and calendar views per project, with stages your team defines.
  • Tasks with assignees, deadlines, subtasks, dependencies and checklists, in Arabic and English.
  • Milestones that trigger invoicing on fixed-price projects when each stage is reached.
  • Timesheets logged on tasks and billed at the right rate per employee or service.
  • Profitability per project from revenue, logged hours, purchases and subcontractor bills.
  • Project templates for repeatable work such as outlet openings, store launches or audits.
  • Customer portal where clients follow progress, download files and approve deliverables.
  • Analytic accounts per project so costs and revenue reconcile with the ledger.
Saudi ready

Built for how business runs in Saudi Arabia

Boards, reports and the customer portal work in Arabic and English, so a bilingual team and an Arabic-reading government client see the same plan. Milestone and progress invoices are issued ZATCA compliant in SAR with VAT and cleared as standard tax invoices under Phase 2, and Naqlah can format the data for Etimad payment claims where a government contract requires it. Project costs and revenue land in the same accounting your finance team already closes, which is what you expect from an Odoo Gold Partner in Saudi Arabia.

Milestones to invoices
Progress claims are generated from the project plan, not retyped from a spreadsheet at the end of the month. Retention and advance payments are handled on the invoice, so the claim matches the contract.

Hours to payroll
Timesheets logged on tasks feed both billing and HR records, so the hours a client is charged and the hours an employee is paid come from the same entry. Saudi and non-Saudi labour hours per project are visible for planning.

Portal for the client
Government and corporate clients follow progress, files and approvals in a portal instead of email chains and calls. The project manager stops writing weekly status emails by hand.

How it connects

How does a signed quotation become a delivered and invoiced project in Odoo?

1. The order creates the project
When the quotation in Odoo Sales is confirmed, the project and its milestones are created automatically from the service products, with the customer, contract value and analytic account already set.

2. The team plans the work
Tasks are laid out on the Gantt with dependencies and owners, using a template if this type of project has been done before, and the Ramadan or Hajj calendar shifts are applied to deadlines.

3. Hours and costs are logged
Employees log timesheets on their tasks, purchase orders and subcontractor bills are tagged to the project, and the profitability view updates as the work progresses.

4. Milestones generate invoices
Reaching a milestone or closing a billing period creates the invoice, with the timesheet detail attached where the contract is time and materials, and the client sees it in the portal.

Implementation

What Naqlah configures in your implementation

  1. Define project types and templates. We set up the stages, task templates and fields for each kind of project you run, from fit-out works to campaign retainers.
  2. Configure invoicing policies. Service products are set to fixed price, milestone or time and materials, with retention and advance payment handling where contracts need it.
  3. Enable timesheets and rates. Timesheets are switched on with billing rates per employee or role and an approval step for managers.
  4. Set analytic accounts and cost tracking. Each project gets an analytic account so purchases, bills and payroll costs are allocated and profitability is live.
  5. Configure the portal and reports. Client portal access, bilingual report layouts and management dashboards are built for your project managers and clients.
  6. Train project managers and staff. Project managers learn planning and invoicing, staff learn task updates and timesheets.

Timelines depend on the number of project types and the invoicing models in scope, and Naqlah gives you a clear roadmap in the first consultation.

Who it is for

Companies that get the most from this module

  • Contractors and fit-out firms. Milestone claims, subcontractor costs and retention tracked per site, with claim data ready for government clients on Etimad.
  • Engineering and consulting offices. Hours billed by role, deliverables approved in the portal and profitability per engagement.
  • Agencies and software companies. Retainers, campaign milestones and store launch projects for eCommerce clients, with hours against revenue per client.
  • IT and systems integrators. Implementation projects with dependencies, change orders and time and materials billing.
  • Multi-outlet brands opening branches. New cafe or store openings run from a template covering licensing, fit-out, equipment and hiring.
Before and after

Trello, spreadsheets and WhatsApp vs Odoo Project

AreaBeforeWith Odoo via Naqlah
Task trackingTrello boards and WhatsApp groups per projectBoards and Gantt with dependencies and owners
InvoicingManual, from an Excel progress sheetMilestones and timesheets generate the invoice
ProfitabilityUnknown until the year-end accountsPer project, live, from hours and costs
Client updatesWeekly emails and callsCustomer portal with progress and files
HoursSeparate timesheets that never match payrollTimesheets on tasks, feeding billing and HR
Government claimsRetyped from the plan for each submissionFormatted from milestones and approved quantities
FAQ

Module questions, answered

Everything else, we cover in a free 30-minute consultation.

What does the Odoo Project module do?
Can Odoo replace Jira, Asana or Monday?
How does milestone invoicing work in Odoo?
Can clients see project progress?
Does it connect timesheets to invoicing and payroll?
Does it work in Arabic?
Related

Modules that work well together

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