Planning
Tasks, milestones, dependencies, Gantt.
Projects, priced and delivered.
Plan, tasks, time, costs, and invoicing in one view. Profitability lands in finance — no spreadsheet reconciliation, no PSA-to-ERP integration.
Why most services firms overpay for PSA — and underuse it.
Services firms typically run on dedicated PSA — Kantata, Deltek, BigTime, Workamajig, Certinia — at $40-100 per user per month. In practice most PSA deployments reconcile with accounting monthly, revenue rules diverge, WIP drifts, and finance rebuilds margin in Excel.
Odoo Project connected to Odoo Accounting is the same database. Time updates WIP, milestones post revenue, AP costs tag the project automatically. Profitability runs in real time against the GL — not a reconciliation, the source.
— Capabilities
From plan to P&L.
Timesheets
Desktop, mobile, or calendar auto-capture.
Project invoicing
Fixed-fee, T&M, milestone billing.
Profitability
Real-time budget vs. actual with alerts.
Resource planning
Utilization, forecasting, bench management.
Client portal
Shared timelines, deliverables, approvals.
— Real numbers
Services firm results.
+6 pts
Gross margin
80-person consulting firm, 42% to 48% in Year 1.
3 days
Monthly close
Same firm, PSA-to-ERP rec from 5 days to 3 hours.
95%
Timesheet compliance
Agency, 78% to 95% with calendar auto-capture.
— Our methodology
How we deliver Odoo — structured, rehearsed, rollback-tested.
Every Odoo engagement we take on runs through the same seven-phase delivery methodology — structured discovery, parallel configuration and data migration, rehearsed cutovers with tested rollback paths, role-based training, and 4-8 week hypercare. Refined across 50+ implementations including one of our largest engagements to date.
— Questions
Project management — common questions.
Is this good for services firms?
Yes — consulting firms, accounting/audit practices, agencies, architecture firms, engineering firms, and legal practices run on Odoo Project + Timesheets + Invoicing. It replaces a dedicated PSA tool and connects directly to GL.
Can we use Agile methodologies?
Odoo Project supports Kanban boards, sprint boards, and story-point estimation natively. For heavier Scrum workflows with ceremonies, velocity tracking, and backlog grooming, we integrate with Jira during transition, or configure native sprint features for teams that want simpler Agile.
How does project invoicing work?
Fixed-fee (with milestone billing), time-and-materials (direct from timesheets with bill rates), retainer-based, and outcome-based models are all supported. We configure billing rules so invoices generate automatically from approved timesheets or completed milestones — finance reviews rather than re-creates.
What about resource planning and utilization?
Gantt-based scheduling with resource assignment, availability views, and utilization reporting by role, practice, or individual. Bench forecasting for services firms planning rotations and hires. For very sophisticated resource management (skills-based matching, demand forecasting, scenario modeling) we sometimes layer in Kantata or a custom BI layer.
Can clients see project progress?
Yes — client portal shows project timeline, milestones, deliverables, shared documents, and invoices. Configurable per engagement to control what's visible.
Does it integrate with git, Slack, or project communications?
Native Slack integration for task notifications and time-logging. GitHub and GitLab integrations for linking commits to tasks. Zoom and Google Meet for calendar-based task scheduling. For sophisticated dev-ops integration (Jira, Linear, Shortcut) we maintain parallel systems with automated sync.
How do subscriptions and retainers work?
Odoo Subscriptions handles recurring retainer billing, proration, and auto-renewal. Connected to Project Management, retainers can be structured as fixed-hour blocks (burn-down) or fixed-fee per period.
Billable hours leaking?
30-min project-stack call. Plan, time, costs, and invoicing in one Odoo view — profitability lands in finance, no reconciliation.
Book a project-stack consult