### **1. Core Modules to Implement** * **Project Management**: For proposal submissions, tracking milestones, and project stages. * **Discussions**: To enable communication among teams regarding project proposals, feedback, and approvals. * **Documents**: For maintaining project-related documentation and standardized templates. * **Timesheets**: To track time spent on each project. * **Approvals**: For project proposal reviews, payment requests, and milestone verifications. * **Accounting**: For budget verification and payment processing. * **Employees and Recruitment**: For resource allocation and team management. * **Surveys**: To gather feedback from project participants. ### **2. Project Workflow Stages** #### **2.1 Project Proposal Stage** * **Objective**: Standardize project proposals to ensure all relevant information is included for clear initial assessment. * **Actions**: * **Template Creation**: Use **Odoo Projects** and **Documents** to create a custom project template capturing essential fields such as objectives, budget, timeline, milestones, and resources required. * **Approval Workflow**: Implement **Odoo Approvals** with a multi-step process: * **Initial Submission** followed by a **5-day Review Period** * **Board Approval** with final authorization before moving forward. * **Discussions**: Set up dedicated discussion channels for feedback, board conversations, and proposal discussions. #### **2.2 Community Board Approval Process** * **Objective**: Efficient and transparent approval process through structured feedback and decision tracking. * **Actions**: * **Approval and Voting System**: Use **Odoo Approvals** and **Surveys** to set up automated notifications, voting deadlines, and reminders for proposal review and decision-making. * **Voting Form**: Configure options like **Approve**, **Reject**, or **Request More Information** to streamline decision-making. #### **2.3 Project Assignment and Tracking** * **Objective**: Clear project stage definitions and team assignments for organized project progression. * **Actions**: * **Project Stages Setup**: Define stages in **Odoo Projects** that mirror Focalboard’s column layout for seamless task tracking. * **Task Automation**: Enable automation for assigning team members, updating statuses, and tracking milestones. * **Dashboard Development**: Configure custom dashboards to provide a comprehensive view of project statuses, resource allocation, and budget utilization. #### **2.4 Deliverables Verification and Completion** * **Objective**: Ensure all deliverables meet quality standards and are verified before project closure. * **Actions**: * **Checklist and Review Workflows**: Use **Odoo Projects** and **Documents** to create custom checklists and workflows for deliverable verification and quality assessment. * **Automated Notifications**: Set up automated notifications to inform team members of review assignments, feedback deadlines, and completion status. #### **2.5 Payment Processing** * **Objective**: Streamlined and secure payment process for project deliverables. * **Actions**: * **Payment Workflow**: Implement a dual approval system for payment requests, budget verification, and final authorization using **Odoo Accounting** and **Approvals**. * **Automated Notifications**: Set up notifications for payment request status, ensuring transparency and timely processing. ### **3. Role-Based Access** * **Objective**: Ensure appropriate access levels across roles, enhancing security and responsibility management. * **Board Members**: Full access to project approvals, document management, payment authorization, and portfolio overview. * **Non-Board Members**: Limited access to project reviews, voting systems, and discussion forums. * **Project Managers**: Access to project creation, team assignments, status updates, and payment requests. ### **4. Custom Reports and Dashboards** * **Objective**: Generate insightful reports for informed decision-making. * **Project Portfolio Dashboard**: Overview of active projects, budget utilization, and resource allocation. * **Weekly Status Reports**: Automated progress, budget tracking, and issue logging. * **Community Board Analytics**: Metrics on approvals, success rates, timeline adherence, and budget performance.