Project Planning Resume

A project can be perfectly on schedule and still be behind on value: the days spent say nothing about how much of the contract has actually been earned. The two questions need to be asked side by side.

Who is it for

Companies running projects over several months, billed by progress.

How it works

Each activity carries its own economic value and its own estimated cost.
Both are spread over the planned start and end dates of the activity.
Every day the system recalculates how much value should have been earned by today.
The project totals its activities and shows the resulting margin.
Each figure is frozen on the project updates, so past reviews stay readable.

The result: You know whether you are ahead or behind in value, not just in days.

More Information

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Project Planning Resume

Economic value and estimated costs of projects and tasks, prorated on the planning

Puts an economic value and an estimated cost on every task, rolls them up on the project, and prorates the value on the planned dates to answer *how much should have been achieved by today*.

Features

Task Value and Estimated Costs on the task; Project Value and Estimated Total Costs rolled up on the project.
Task Value Today – the share of the task value due today, prorated on planned_date_begin … date_deadline.
Margin on the project, as (Project Value − Estimated Total Costs) / Project Value × 100.
Daily scheduled action refreshing the prorated values.
The figures are snapshotted on the project updates.

Main fields

Model	Field	Type	Description
project.task	task_value	Monetary	Economic value of the task
project.task	estimated_costs	Monetary	Costs estimated for the task
project.task	task_value_today	Float	Share of the task value due today
project.project	project_value	Monetary	Sum of the task values
project.project	estimated_costs_tot	Monetary	Sum of the task estimated costs
project.project	margin	Float	Margin percentage of the project

Demo data

The North Offices Upgrade project, whose three tasks sit before, across and after today, so the proration shows its three cases at once.
Design (finished) is due in full at 15 000.00, Building works (half way) at 30 000.00, Testing and handover (not started) at 0.00 — for a project value of 87 000.00 and a Task Value Today of 45 000.00.

Changelog

Version	Notes
19.0.1.0.0	Migration to Odoo 19.0: unit tests, demo data, Italian translation and documentation.

Developed by STeSI Consulting — Francesco Moccia <moccia.f@stesi.consulting>