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OpenERP
Construction & Project
Mangement - V7
Power Point Presentation
Pragmatic Techsoft Pvt. Ltd.
Brief about – Construction & Project Mgmt.
Core modules incorporated in Construction & Project Mgmt. vertical is as
follows :
1) Sales Order Management :
• Provision to create Sales Orders for each of the assignement
received.Provision to crate Internal Projects from the every Sales Order.
• Linking of existing projects with newly created Sales orders
• Provision to define list of deliverables for a given project.
• Auot Creation of Analytic Account for each of the project created in the
system.
2) Project Manamgnet
• Defining project wise deadline date,
• Defining Multiple task for each project
• User wise task allocation with time deadlines
• Auto updated Project/ Task completion status
3) Inventory Management :
• Provisionot define Planned Material Qty. for each of the task in the project
• Defining actual consumption of material to accomplish eachof the task
• Linking of servies bills with each of the task.
• Provision to generate Material Requisition slips ( in case of deficit) of material
4) Task Invoicing
• Provision to genrate saperate Analytic Account for each of the task
• Auto maitenance of hierarchy of Analytic Accounts
• Provisions to define Different billing policies as follows :
– On completion of task
– On partial completion of task
– Advance payments
– Saperate invoicing for each of the task
– Linking of multiple task in one Customer Invoice
Brief about – Construction & Project Mgmt. Contd...
Brief about – Construction and Project Mgmt. Contd...
5) budgeting
• Provision to define budgets for Raw Material, Equipments, Resourses etc.
• Flexibility in defining budgets as follows:
– Yearly, Half yearly, Quarterly, Monthly Budgets
– Project budget definition
– Task wise budget definition.
• Real time comparision between Budgeted amount and Actual consumption
amount
6) Analytic Accounting
• Auto generated Analytic Accounts for each of the Project & the Tasks
• Linking of Analytic Accounts with sales, Purchase orders in order to capture
Revenue and Expenses at each stage of the projec
7) Reports
• Following are some of the standard reports to analyse the over all working of
Project Managment Module
– Project/ Task wise Product Consumption
– Projct/ task wise time consumption
– Budget Analysis for each task
Sale Order Linking with Project
Project Definition -Team Definition
Project Definition -Project Information
Task Listing for each project:
Task Definition
Budget Definition
Project wise Profitability Analysis
Thank You
We have expertise in Open Sourse Softwares

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OpenERP Construction Module Version 7

  • 1. OpenERP Construction & Project Mangement - V7 Power Point Presentation Pragmatic Techsoft Pvt. Ltd.
  • 2. Brief about – Construction & Project Mgmt. Core modules incorporated in Construction & Project Mgmt. vertical is as follows : 1) Sales Order Management : • Provision to create Sales Orders for each of the assignement received.Provision to crate Internal Projects from the every Sales Order. • Linking of existing projects with newly created Sales orders • Provision to define list of deliverables for a given project. • Auot Creation of Analytic Account for each of the project created in the system. 2) Project Manamgnet • Defining project wise deadline date, • Defining Multiple task for each project • User wise task allocation with time deadlines • Auto updated Project/ Task completion status
  • 3. 3) Inventory Management : • Provisionot define Planned Material Qty. for each of the task in the project • Defining actual consumption of material to accomplish eachof the task • Linking of servies bills with each of the task. • Provision to generate Material Requisition slips ( in case of deficit) of material 4) Task Invoicing • Provision to genrate saperate Analytic Account for each of the task • Auto maitenance of hierarchy of Analytic Accounts • Provisions to define Different billing policies as follows : – On completion of task – On partial completion of task – Advance payments – Saperate invoicing for each of the task – Linking of multiple task in one Customer Invoice Brief about – Construction & Project Mgmt. Contd...
  • 4. Brief about – Construction and Project Mgmt. Contd... 5) budgeting • Provision to define budgets for Raw Material, Equipments, Resourses etc. • Flexibility in defining budgets as follows: – Yearly, Half yearly, Quarterly, Monthly Budgets – Project budget definition – Task wise budget definition. • Real time comparision between Budgeted amount and Actual consumption amount 6) Analytic Accounting • Auto generated Analytic Accounts for each of the Project & the Tasks • Linking of Analytic Accounts with sales, Purchase orders in order to capture Revenue and Expenses at each stage of the projec 7) Reports • Following are some of the standard reports to analyse the over all working of Project Managment Module – Project/ Task wise Product Consumption – Projct/ task wise time consumption – Budget Analysis for each task
  • 5. Sale Order Linking with Project
  • 8. Task Listing for each project:
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