Odoo Community
Odoo Enterprise
Viindoo Cloud
The project's budget on the project card
Budget lines default to the project's analytic account, and each project shows its planned, practical and progress amounts - on the kanban, the form and the project update.
Project Budget Management (technical name viin_account_budget_project) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for project manager, controller, pmo, management.
At a Glance
The facts of Project Budget Management, version 0.1, in one place. Published by Viindoo.
Technical name
viin_account_budget_project
Odoo version
17.0 (Odoo Community, Odoo Enterprise, Viindoo Cloud)
Category
Services/Project
Depends on
to_account_budget, project
Best for
Project manager; Controller; PMO; Management
Not for
Only lines on the project analytic account count.
Key features
Total planned, practical and progress amounts on the project, A budget indicator on the project kanban card: on track, soon overspent, overspent, Budget Lines button on the project, Budget lines default to the project analytic account, Open budget entries for the project from the line, Project update template includes the budget
How It Works
Budget the project analytic account; the project shows the rest.
1
The lines
Every line on the project analytic account, with planned, practical and achievement.
2
The projects
A dollar icon on the card - green on track, orange soon overspent, red overspent - for every project with a budget.
3
The budget
Lines on the project analytic account, with the button to open the project entries.
What You Get
Total planned, practical and progress amounts on the project
A budget indicator on the project kanban card: on track, soon overspent, overspent
Budget Lines button on the project
Budget lines default to the project analytic account
Open budget entries for the project from the line
Project update template includes the budget
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Only lines on the project analytic account count.
Lines by budgetary position alone are not attributed.
Progress is practical over planned.
No forecast to completion.
Access follows budget rights.
Users without budget access see no figures.
Nothing to configure.
Install it and the behaviour is there.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Project Budget Management?
Project manager
Sees the burn on the card.
Controller
Budgets by project without extra setup.
PMO
Compares projects by budget progress.
Management
Reads the budget in the project update.
Frequently Asked Questions
What does Project Budget Management do?
Budget lines default to the project's analytic account, and each project shows its planned, practical and progress amounts - on the kanban, the form and the project update.
What does Project Budget Management not do?
Only lines on the project analytic account count. Lines by budgetary position alone are not attributed. Progress is practical over planned. No forecast to completion. Access follows budget rights. Users without budget access see no figures. Nothing to configure. Install it and the behaviour is there.
Who is Project Budget Management for?
Project manager: Sees the burn on the card. Controller: Budgets by project without extra setup. PMO: Compares projects by budget progress. Management: Reads the budget in the project update.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: to_account_budget, project. Odoo installs them with it.
How do I set it up?
Budget the project analytic account; the project shows the rest.
What works well with it?
Budget Management (to_account_budget): The base. Budget - HR Timesheet (to_account_budget_hr_timesheet): Labour in the project budget. Project extensions (viin_project): More on the project.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_account_budget_project; pre-sales questions go to sales@viindoo.com.
Need help with Project Budget Management?
For questions, implementation support or a custom feature, contact Viindoo.
Upgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
About Viindoo. Viindoo builds and maintains more than 1,000 apps on the Odoo App Store for the Community and Enterprise editions and runs them on Viindoo Cloud. A purchase of Project Budget Management covers the 17.0 series: bug fixes on the module reach you through the store, questions go to apps.support@viindoo.com with the technical name viin_account_budget_project, and moving to a newer Odoo series is a separate purchase for that series. Source code is delivered with the module and stays yours to read and adapt.
Technical Requirement
Editions: Odoo Community, Odoo Enterprise, Viindoo Cloud
Changes log
0.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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