Complete Operations Guide

🎯 Overview

DRKDS Project Pro is a comprehensive project management suite with 20+ features covering IT software development, construction, architecture, manufacturing, and EPC projects. Designed for Indian business requirements including GST compliance, TDS computation under Section 194C, and standard construction documentation practices.

IT & General Modules

Construction & EPC Modules

Project Categories

Menu Location

All construction modules are under: Project → Construction & EPC

Project
  ├─ Quick Actions
  ├─ Tasks
  ├─ Milestones / Deliverables / Timesheets
  ├─ Work Management
  ├─ Follow-ups
  ├─ Construction & EPC
  │     ├─ Bill of Quantities
  │     ├─ Materials
  │     ├─ Contractors
  │     ├─ Inspections
  │     ├─ Change Orders
  │     └─ Measurement Book
  ├─ Documents
  ├─ Billing & Payments
  └─ Reporting
                

💼 Project Management

Enhanced project model with Indian business features, 6-state status workflow, budget tracking with variance analysis, health monitoring, and project hierarchy support.

Status Workflow

Additional states: On Hold (via Hold button), Cancelled (via Cancel button). Use Reset to Draft to return.

Creating a Project

Auto-Computed Fields

☑ Task Management

Extended task model with 14 task types spanning IT and construction, effort tracking with variance analysis, task dependencies, checklists, and a review/approval workflow.

Review Workflow

Additional: Rejected (via Reject button). Use Reset Review to return to Pending.

14 Task Types

Effort Tracking

⏰ Timesheet Tracking

Enhanced timesheet with start/end time entry, break tracking, 10 work types, billable/non-billable classification, and a 3-step approval workflow.

Approval Workflow

Additional: Rejected (with rejection reason). Use Reset to Draft to re-submit.

Time Entry

Enter Start Time and End Time as decimal hours (e.g., 9.0 = 9:00 AM, 13.5 = 1:30 PM). Duration auto-computes as:

Duration = End Time - Start Time - Break Duration

10 Work Types

Billing Flow

Billable Amount = Duration × Project Hourly Rate (only when Billable is checked).

👤 Work Allocations

Assign work to developers with a 6-state workflow, effort tracking, automatic follow-up scheduling, and overdue monitoring with cron-based reminders.

Workflow

Additional: On Hold, Cancelled. Assign button auto-notifies the developer.

Key Fields

💻 Developer Follow-ups

Track progress conversations with developers. Record current status, blockers, action items, and schedule the next check-in. Links to work allocations for automatic updates.

Follow-up Types

Status Options

🤝 Client Follow-ups

Track client communications across 8 follow-up types and 6 communication modes. Supports payment follow-ups with amount tracking, commitment dates, and follow-up chaining.

Follow-up Types & Communication Modes

Outcomes

🔔 Work Reminders

Set reminders for task deadlines, milestones, payments, follow-ups, or custom events. Supports snooze (1 hour, 1 day, 1 week) and automatic processing via scheduled actions.

Workflow

Additional: Snoozed (auto-reactivates after snooze period), Dismissed (permanently closed).

Reminder Types & Snooze Options

🏁 Milestones & Deliverables

Track project milestones with deadlines, deliverable checklists, completion tracking, and optional payment triggers for milestone-based billing.

Key Fields

💰 Recurring Payments

Manage recurring client payments across 7 payment types and 5 frequencies. Supports auto-invoice generation, payment reminders, overdue tracking, and full payment history.

Workflow

Additional: Paused (can resume to Active), Cancelled.

Payment Types & Frequencies

Auto-Computed Fields

📈 Invoice Summary

Generate period-based billing summaries from timesheets. Filter by projects and clients, auto-compute total hours, billable hours, and amounts per project.

Workflow

Creating an Invoice Summary

📊 Reports & Analytics

Two SQL-based analytical reports provide real-time visibility into billing performance and resource utilization across all projects.

Billing Report

Access via Project → Reporting → Billing Report. Read-only SQL view grouped by project and month.

Resource Utilization Report

Access via Project → Reporting → Resource Utilization. Read-only SQL view grouped by employee and week.

📋 Bill of Quantities (BOQ)

The BOQ module handles cost estimation for construction/EPC projects. Each BOQ contains line items with estimated quantities, rates, and amounts. Track actuals against estimates for variance analysis.

Workflow

Additional states: Cancelled (via Cancel button). Use Reset to Draft to return any record to Draft status.

Creating a BOQ

BOQ Line Item Categories

Revision Tracking

When requirements change, click Revise on an approved BOQ. This creates a new copy with:

• Revision number incremented (Rev 1 → Rev 2)
• All line items copied
• Original marked as "Revised"
• New BOQ opens in Draft for editing

Variance Analysis

As work progresses, enter Actual Qty and Actual Rate on each line item. The system computes:

• Actual Amount = Actual Qty x Actual Rate
• Variance = Actual Amount - Estimated Amount (positive = over budget)
• Total Variance shown at BOQ header level

🧱 Material Requisition

Track materials from request to delivery. Each requisition goes through a 6-state workflow (5 forward stages + cancelled) ensuring proper approval before procurement.

Workflow

Additional states: Cancelled (via Cancel button). Use Reset to Draft to return any record to Draft status.

Creating a Material Requisition

Material Categories

Quantity Tracking

Priority Levels

Cost Computation

Total Cost = Received Qty x Unit Cost

📄 Document Management

Manage project documents, drawings, specifications, and contracts with version control and approval workflow.

Workflow

Additional states: Rejected (via Reject button), Superseded (auto-set when a new version is created). Use Reset to Draft to return any record to Draft status.

Document Types

Disciplines

Documents are classified by discipline: Architectural, Structural, MEP, Civil, Electrical, Mechanical, Landscape, or Other.

Version Control

When a document needs revision:

👷 Contractor Management & Indian TDS

Manage subcontractors with automatic TDS (Tax Deducted at Source) computation under Section 194C of the Indian Income Tax Act.

Workflow

Additional states: On Hold (via Hold button), Terminated (via Terminate button). Use Reset to Draft to return any record to Draft status.

Creating a Contractor Record

TDS Computation (Section 194C)

🔍 Quality Inspections

Plan and execute quality inspections for construction work. Link to tasks and BOQ items for complete traceability.

Workflow

Additional states: Cancelled (via Cancel button). Use Reset to Planned to return any record to Planned status.

Inspection Types

Recording Results

After inspection, use the action buttons:

• Pass - Sets result to "Pass" and status to "Completed"
• Fail - Sets result to "Fail" and status to "Completed". Enter corrective actions and recheck date.
• Conditional Pass - Manually set result to "Conditional" with conditions noted in findings.

Linking to BOQ and Tasks

Each inspection can be linked to:

• BOQ Item - Which work item is being inspected
• Task - Which task triggered this inspection

🔄 Change Orders (Variation Orders)

Manage project scope changes with cost and schedule impact tracking. Every change goes through a formal approval process.

Workflow

Additional states: Rejected (via Reject button). Use Reset to Draft to return any record to Draft status.

Change Types

Impact Tracking

• Cost Impact - Monetary value (positive = increase, negative = saving)
• Schedule Impact (Days) - Number of days added/removed (positive = delay)
• Affected BOQ Items - Many-to-many link to specific BOQ line items

📏 Measurement Book

The Measurement Book (MB) is a standard Indian construction practice for recording quantities of work done. It uses the L x B x H x Nos formula and tracks cumulative progress against BOQ quantities.

Workflow

Use Reset to Draft to return any record to Draft status (clears verified_by).

Dimension Computation

Cumulative Tracking

Multiple MB entries can be created for the same BOQ item. The system automatically computes:

• Cumulative Qty = Sum of all non-draft measurements for the same BOQ item
• BOQ Qty = Original estimated quantity from the BOQ
• Progress % = (Cumulative / BOQ Qty) x 100

🕹 Smart Buttons & Project View

The project form now shows smart buttons for all construction modules. Buttons only appear when records exist (count > 0).

Smart Buttons on Project Form

Project Category Field

Set the Project Category on the Indian Business tab to classify projects:

• IT / Software
• Construction
• Architecture
• Manufacturing
• EPC / Engineering
• Consulting
• Other

Material Budget

A new Material Budget field is available on the Budget & Costing tab to track material-specific budget allocation separately from the overall project budget.

Task Types for Construction

The task type selection now includes 7 new construction-specific types:

🏢 6 Industry Scenarios

DRKDS Project Pro supports these 6 Indian-style project scenarios. Each scenario uses a different combination of modules.

Test Data Summary

🛠 End-to-End Workflows

Construction Project Lifecycle

Running Account Bill (RA Bill) Workflow

The Indian construction standard for progressive billing:

IT Project Lifecycle

🔒 Security & Access Matrix

All 20 custom models follow a role-based security pattern using Odoo's standard Project User and Project Manager groups:

IT & General Models

Construction & EPC Models

R=Read, W=Write, C=Create, D=Delete

📚 Quick Reference - Sequence Prefixes

IT & General Sequences

Construction & EPC Sequences

DRKDS Project Pro - Complete Operations Guide

Version 2.0.0 | February 2026

© DRKDS Info - All Rights Reserved