WiseNxt Kitchen

Project management space

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WiseNxt Kitchen Workflow Implementation in Odoo


1. Core Modules Required

  • Project Management
  • Discussions
  • Documents
  • Timesheets
  • Approvals
  • Accounting
  • Employees
  • Surveys (for feedback collection)
  • Recruitment

2. Project Workflow Implementation

2.1 Project Proposal Stage

Using Odoo Projects + Documents

  • To create a custom project template with standardized fields:
    • Project Title
    • Objectives
    • Budget
    • Timeline
    • Milestones
    • Deliverables
    • Resource Requirements

Using Odoo Approvals

  • Configure multi-step approval workflow:
    1. Initial submission
    2. 5-day review period
    3. Board approval
    4. Final authorization

Using Odoo Discussions

  • Set up dedicated channels for:
    • Project proposals
    • Feedback collection
    • Board discussions

2.2 Community Board Approval Process

Using Odoo Approvals + Surveys

  • Create approval category for "Project Proposals"
  • Configure a voting system
  • Set up automated notifications for:
    • New proposals
    • Voting deadlines
    • Meeting reminders
  • Implement voting form with options:
    • Approve
    • Reject
    • Request More Information

2.3 Project Assignment and Tracking

Using Odoo Projects + HR

  • Set up project stages matching Focal Board columns
  • Configure task automation for:
    • Team member assignment
    • Milestone tracking
    • Status updates

Custom Dashboard Development

  • Project status overview
  • Resource allocation
  • Timeline tracking
  • Budget monitoring

2.4 Deliverables and Completion

Using Odoo Projects + Documents

  • Create custom checklists for:
    • Deliverable verification
    • Quality assessment
    • Acceptance criteria
  • Set up review workflows
  • Configure automated notifications for:
    • Review assignments
    • Feedback deadlines
    • Completion status

2.5 Payment Processing

Using Odoo Accounting + Approvals

  • Configure payment request workflow:
    • Custom payment request form
    • Dual approval system
    • Budget verification
    • Payment processing
    • Automated notifications

3. Role-Based Access Configuration

3.1 Board Members

  • Full access to:
    • Project approval
    • Document management
    • Payment authorization
    • Portfolio overview

3.2 Non-Board Members

  • Limited access to:
    • Project review
    • Voting system
    • Discussion forums
    • Project documentation

3.3 Project Managers

  • Specific access to:
    • Project creation
    • Team management
    • Status updates
    • Payment requests

4. Custom Reports and Dashboards

4.1 Project Portfolio Dashboard

  • Active projects overview
  • Budget utilization
  • Timeline tracking
  • Resource allocation
  • Risk indicators

4.2 Weekly Status Reports

  • Automated report generation
  • Progress tracking
  • Budget monitoring
  • Issue logging

4.3 Community Board Analytics

  • Approval metrics
  • Project success rates
  • Timeline adherence
  • Budget performance