Hello everyone,
We manage projects for repeat clients such as hospitals and schools. Each project, referred to as a 'Job', takes from a week to several months to complete, and we handle multiple Jobs concurrently. Each Job consists of 'Scopes', which are tasks for our technicians to complete.
Jobs progress through a few stages: Won, In Progress, Completed, and several Invoice stages. Scopes also have stages: In Progress, Blocked, Done.
We need comprehensive reporting and data analysis for both ongoing and completed Jobs. This will help us monitor our business performance and understand our historical trends.
We also want to incorporate internal activities like Marketing projects and individual tasks.
Given this context, I have two questions:
1. Should we categorize Jobs as Projects or Tasks?
2. How should we classify our Internal Projects - as Projects or Tasks?
Your insights would be greatly appreciated. We're using Odoo 16 Community.
Thanks!
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"Job" = Project
"Scope" = Task
"Internal Project" = Project
A task is work that needs to be accomplished.
A project is a series of related units of work (tasks) that need to be completed together to accomplish an outcome or goal.
Reviewing the eLearning at https://www.odoo.com/slides/project-timesheets-21 may also help.
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