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Project Management
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Tasks Management
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Time Management
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- Invoicing
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Reporting and Analytics
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Milestones
In this course, you'll learn to use Project’s milestones by practicing.
In project management, milestones are significant events along the project’s timeline that mark the end of a certain phase. Tracking milestones can help you see the big picture and ensure their timely delivery. Similarly to timesheets, milestones can be used as a tracking tool alone or as a basis for client invoicing.
- We recommend watching this video if you are stuck on a question, but it's optional.
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To answer this quiz, use the data from this database: https://demo.odoo.com > Project app > open one of the projects.
Did you mess up? Start over with clean data by clicking Restart on the homepage!
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1.
How can you link a task to a milestone?
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What happens in your project's dashboard once all tasks linked to a milestone have been completed (marked as “Done” or “Canceled”)?
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What do you need to do in order to invoice a client by milestones?
Create a sales order for a service with the invoicing policy set to “Based on Delivered Quantity,” then manually update the delivered quantity after a milestone has been reached.
Create a sales order for a service with the invoicing policy set to “Based on Milestones,” then mark the milestones in the corresponding project as reached.
Create a sales order for a service with the invoicing policy set to “Based on Delivered Quantity,” then use the smart button to link project milestones to the sales order.
Yderligere Ressourcer
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