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Home └Project & Timesheets └Milestones

Project & Timesheets

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Course content
  • Project Management
    • Project basics and your first task 40 xp
      • Quiz
    • Project stages and statuses 60 xp
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    • Customize projects 60 xp
      • Join this Course to access resources
    • Top bar 60 xp
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  • Tasks Management
    • Creating tasks from emails and web forms 60 xp
      • Join this Course to access resources
      • Quiz
    • Creating tasks from sales orders 40 xp
      • Quiz
    • Subtasks 40 xp
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    • Task dependencies 60 xp
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      • Join this Course to access resources
    • Recurring tasks 60 xp
      • Quiz
    • Visibility and collaboration 60 xp
      • Quiz
    • Automations 60 xp
      • Quiz
    • Milestones 40 xp
      • Join this Course to access resources
  • Time Management
    • Timesheets basics 10 xp
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    • Timesheets configuration and leaderboard 40 xp
      • Quiz
  • Invoicing
    • Invoicing project tasks 40 xp
      • Quiz
  • Reporting and Analytics
    • Project dashbord 60 xp
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      • Join this Course to access resources
    • Measuring project's profitability 60 xp
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      • Quiz
    • Customer ratings 40 xp
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Milestones

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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.
🖊️

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?
Drag and drop the task into the milestone’s column. Fill in the “Milestone” field on the task form. Schedule a “Reach milestone” activity from the task’s chatter. You link projects to milestones, not tasks.
2. What happens in your project's dashboard once all tasks linked to a milestone have been completed (marked as “Done” or “Canceled”)?
Milestone is listed in green to signal that it may be marked as reached. Milestone is automatically marked as reached. If invoicing by milestones is enabled, you can invoice the customer. The following milestone needs to be created.
3. Milestones are project-specific.
True. False.
4. 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.
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