Complete User Guide for Odoo 19
DRKDS Project Pro is a comprehensive project management solution for Odoo 19 that extends the standard project module with powerful features for professional services companies.
Enhanced project tracking with budgets, billing rates, and client management
Assign and track work across team members with priorities and deadlines
Detailed timesheet with billable hours calculation and reporting
Never miss a deadline or client communication with automated reminders
Manage retainers, subscriptions, and AMC contracts with auto-invoicing
Billing reports, resource utilization, and invoice summaries
The module uses standard Odoo project groups:
| Group | Access Level | Recommended For |
|---|---|---|
| Project User | View projects, log time, view own tasks, create follow-ups | Developers, Team Members |
| Project Manager | Full access including billing, recurring payments, all reports | Team Leads, PMs, Management |
The module automatically creates sequences for:
| Sequence | Format | Used For |
|---|---|---|
| Project Codes | PRJ-0001 |
Unique project reference |
| Task Codes | TSK-00001 |
Unique task reference |
| Work Allocations | WA-00001 |
Work assignment tracking |
| Developer Follow-ups | DEV-FU-00001 |
Team communication |
| Client Follow-ups | CLI-FU-00001 |
Client communication |
| Work Reminders | REM-00001 |
Reminder tracking |
| Recurring Payments | REC-00001 |
Payment tracking |
| Invoice Summaries | INV-SUM-00001 |
Invoice references |
The module pre-installs these task tags for common workflows:
| Tag | Color | Use Case |
|---|---|---|
| Urgent | Red | Tasks requiring immediate attention |
| Important | Orange | High-priority items needing focus |
| Blocked | Gray | Tasks blocked by dependencies or external factors |
| Needs Review | Green | Items awaiting code review or approval |
| Client Feedback | Blue | Tasks awaiting or containing client feedback |
📁 PROJECT DETAILS
──────────────────
Project Name : An IT Solutions Co. Website Redesign
Client : An IT Solutions Company
Project Manager : John Smith
Start Date : 2025-01-01
End Date : 2025-03-31
Status : 🟢 In Progress
💰 BILLING INFORMATION
────────────────────
Billing Type : Time & Material
Hourly Rate : $150.00
Budget Hours : 200 hours
Budget Amount : $30,000.00
📈 PROGRESS
───────────
Completion : 45%
Hours Used : 90 / 200 hours
Budget Used : $13,500 / $30,000
| Status | Color | Description |
|---|---|---|
| Draft | Blue | Project created, not yet started |
| Planning | Purple | Requirements gathering and planning phase |
| In Progress | Green | Active development |
| On Hold | Yellow | Temporarily paused |
| Completed | Green | Successfully delivered |
| Cancelled | Red | Project cancelled |
| Type | Use Case | Example |
|---|---|---|
| 💵 Fixed Price | Defined scope, fixed budget | Website: $15,000 |
| ⏱ Time & Material | Variable scope, hourly billing | Consulting: $150/hr |
| 📅 Retainer | Monthly recurring engagement | Support: $3,000/month |
| 🏠 Internal | Internal company projects | Process improvement, R&D |
| Button | Action | Effect |
|---|---|---|
| ▶ Start Project | Sets status to In Progress | Records actual_start_date = today |
| ✅ Complete Project | Sets status to Completed | Records actual_end_date = today |
| ⏸ Hold Project | Sets status to On Hold | Pauses project temporarily |
| ❌ Cancel Project | Sets status to Cancelled | Marks project as cancelled |
🇮🇳 INDIAN BUSINESS TAB
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📋 CLIENT PO/WO DETAILS
Client PO Number : PO-2025-CLI-001
PO Date : 2025-01-01
PO Value : $30,000.00
Client GSTIN : 27AABCU9603R1ZM (auto from client)
SAC Code : 998314 (IT Services)
📁 PROJECT TYPE
Project Type : Time & Material
Priority : ★★ High
Industry : Information Technology
| Field | Description | Example |
|---|---|---|
| Client PO Number | Purchase Order or Work Order reference | PO-2025-CLI-001 |
| PO Date | Date of PO/WO issuance | 2025-01-01 |
| PO Value | Total value per client PO | $30,000.00 |
| Client GSTIN | Auto-populated from client's GST (VAT) number | 27AABCU9603R1ZM |
| SAC Code | Service Accounting Code for GST (default: 998314) | 998314 |
| Industry | Client industry classification | Information Technology |
The system automatically computes project health based on budget and schedule:
| Status | Visual | Auto-Trigger Condition |
|---|---|---|
| 🟢 On Track | ON TRACK | Budget < 80% used AND more than 7 days remaining |
| 🟡 At Risk | AT RISK | Budget 80-100% used OR fewer than 7 days remaining |
| 🔴 Off Track | OFF TRACK | Project overdue OR budget exceeded 100% |
📁 An IT Solutions Co. Website Redesign (PRJ-0001)
├─ 📁 Phase 1 - Design (PRJ-0005)
│ Status: 🟢 Completed | Progress: 100%
├─ 📁 Phase 2 - Development (PRJ-0006)
│ Status: 🔄 In Progress | Progress: 65%
└─ 📁 Phase 3 - Testing (PRJ-0007)
Status: 📝 Draft | Progress: 0%
Set the Parent Project field in the "Hierarchy" tab. A stat button shows the sub-project count.
The "Scope & Risks" tab on each project documents the scope of work, assumptions, and identified risks:
📋 SCOPE OF WORK
Complete redesign of client website including:
- Homepage and 10 inner pages
- User authentication and profile system
- Admin dashboard with analytics
- Mobile-responsive design
- SEO optimization
💬 ASSUMPTIONS
- Client will provide content by Jan 15
- Existing hosting infrastructure is adequate
- Maximum 2 rounds of design revisions
- Third-party API documentation is current
⚠ RISKS
- Client content delays may impact timeline
- Third-party API changes during development
- Browser compatibility issues for older versions
- Scope creep from undefined requirements
✅ TASK: Implement User Authentication
──────────────────────────────────
Project : An IT Solutions Co. Website Redesign
Assigned To : Sarah Developer
Priority : 🔴 High
Deadline : 2025-01-15
Stage : 🔄 In Progress
📋 CHECKLIST
☑ Design login page UI
☑ Implement backend authentication
☐ Add password reset functionality
☐ Write unit tests
☐ Security review
⏱ TIME LOGGED
Estimated : 16 hours
Logged : 10 hours
Remaining : 6 hours
| Priority | Response Time | Visual |
|---|---|---|
| 🔴 Critical | Immediate | CRITICAL |
| 🟠 High | Same day | HIGH |
| 🟡 Medium | 2-3 days | MEDIUM |
| 🟢 Low | This week | LOW |
Classify tasks for better tracking and filtering:
| Type | Description | Example |
|---|---|---|
| 🔨 Feature | New functionality (default) | Implement user authentication |
| 🐛 Bug Fix | Fix a defect or error | Fix login redirect loop |
| 📈 Improvement | Enhance existing functionality | Optimize page load speed |
| 📞 Support | Client support request | Help client reset admin password |
| 📝 Documentation | Write or update documentation | Update API reference docs |
| 🔎 Testing | Testing and QA tasks | Write integration tests for auth |
| 📁 Other | Miscellaneous tasks | Set up dev environment |
| 🏗 Site Work | On-site construction activities | Earthwork excavation |
| 📦 Procurement | Material procurement | Order cement and steel |
| 🔍 Inspection | Quality inspection tasks | Concrete cube test |
| 📄 Design Review | Drawing/design review | Review structural drawings |
| 🔧 Commissioning | System testing and commissioning | Electrical panel testing |
| 👥 Handover | Client handover and snag list | Final road handover to NHAI |
| 🛠 Installation | Equipment/system installation | Conveyor belt installation |
Rows in beige are Construction & EPC task types.
🔗 TASK DEPENDENCIES
─────────────────
TSK-00005: Design Database Schema
Status : ✅ Done
Blocking: TSK-00006, TSK-00007
TSK-00006: Build API Endpoints 🔒 BLOCKED
Status : 📝 New
Depends : TSK-00005 (Design Database Schema)
TSK-00007: Write Integration Tests 🔒 BLOCKED
Status : 📝 New
Depends : TSK-00005 (Design Database Schema)
Set dependencies in the Dependencies tab using the "Depends On" many2many field. The "Blocking" field shows the reverse (tasks blocked by this one).
Tasks can go through a formal review process before being marked complete:
| Button | Transition | Who |
|---|---|---|
| 📨 Submit for Review | Pending → In Review | Developer (task assignee) |
| ✅ Approve | In Review → Approved | Reviewer (sets actual_end_date) |
| ❌ Reject | In Review → Rejected | Reviewer (requires review notes) |
👀 TASK REVIEW
────────────
Task : TSK-00003 - Implement User Authentication
Reviewer : John Smith (PM)
Status : 👀 In Review
Review Notes: "Login flow looks good. Need to add rate
limiting on the API endpoint before approval."
The Bulk Update wizard lets you change these fields on multiple tasks simultaneously:
| Field | Options |
|---|---|
| Assignees | Add team members to selected tasks |
| Deadline | Set a new deadline for all selected tasks |
| Priority | Low / Normal / High / Critical |
| Stage | Move all tasks to a specific stage |
| Tags | Add, Replace, or Remove tags (choose action) |
📋 WORK ALLOCATION: WA-00042
───────────────────────────
📁 Project : An IT Solutions Co. Website Redesign
✅ Task : Implement User Authentication
👤 Developer : Sarah Developer
📝 DESCRIPTION
Implement secure user authentication system including:
- Login/Logout functionality
- Session management
- Password encryption
- Remember me feature
⏱ TIME ESTIMATES
Estimated Hours : 16 hours
Start Date : 2025-01-05
End Date : 2025-01-12
📈 PROGRESS
Status : 🔄 In Progress
Completion : 65%
Priority : 🔴 High
| Button | Action | When to Use |
|---|---|---|
| 📨 Assign | Changes draft → assigned | When work is ready to assign |
| ▶ Start | Changes assigned → in progress | Developer begins work |
| ✅ Complete | Changes to completed | Work finished and verified |
| ⏸ Hold | Puts work on hold | Blocked by dependencies |
| ❌ Cancel | Cancels the allocation | Work no longer needed |
⏱ TIMESHEET ENTRY
────────────────
Date : 2025-01-08
Employee : Sarah Developer
Project : An IT Solutions Co. Website Redesign
Task : Implement User Authentication
⏰ TIME DETAILS
Start Time : 09:00 AM
End Time : 12:30 PM
Break : 0.0 hours
Duration : 3.5 hours (auto-calculated)
Work Type : Development
💰 BILLING
Billable : ✅ Yes
Rate : $150.00/hr
Amount : $525.00
📝 DESCRIPTION
Implemented login page UI with responsive design.
Added form validation and error handling.
| Project | Mon | Tue | Wed | Thu | Fri | Total |
|---|---|---|---|---|---|---|
| An IT Solutions Co. | 4.0 | 5.5 | 6.0 | 4.5 | 5.0 | 25.0 hrs |
| Client App | 2.0 | 2.5 | 2.0 | 3.5 | 3.0 | 13.0 hrs |
| Internal | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.0 hrs |
| TOTAL | 8.0 | 8.0 | 8.0 | 8.0 | 8.0 | 40.0 hrs ✅ |
Classify each timesheet entry to understand where time is spent:
| Work Type | Description |
|---|---|
| 💻 Development | Coding, programming (default) |
| 🎨 Design | UI/UX design, wireframes, mockups |
| 🔎 Testing | QA testing, bug verification |
| 👥 Meeting | Meetings, standups, calls |
| 📝 Documentation | Writing docs, guides, specs |
| 📞 Support | Client or internal support |
| 🎓 Training | Learning, workshops, onboarding |
| 🚌 Travel | Travel time for client visits |
| 📋 Admin | Administrative tasks |
| 📁 Other | Miscellaneous work |
Managers can review and approve timesheet entries before billing:
| Button | Transition | Details |
|---|---|---|
| 📨 Submit | Draft → Submitted | Employee submits for manager review |
| ✅ Approve | Submitted → Approved | Records approved_by and approved_date |
| ❌ Reject | Submitted → Rejected | Reviewer provides rejection_reason |
Track the invoicing lifecycle of each timesheet entry:
| Status | Visual | Meaning |
|---|---|---|
| Unbilled | UNBILLED | Time logged but not yet ready for invoicing |
| To Invoice | TO INVOICE | Approved and ready to be included in next invoice |
| Invoiced | INVOICED | Already included in a client invoice |
Duration x Hourly Rate when the entry is marked as billable. The hourly rate is inherited from the project.
| Milestone | Amount | Trigger | Status |
|---|---|---|---|
| M1: Kickoff | $6,000 (20%) | Contract signed | Paid |
| M2: Design | $6,000 (20%) | Design approval | Paid |
| M3: Dev Phase 1 | $9,000 (30%) | UAT completion | Pending |
| M5: Go Live | $9,000 (30%) | Final delivery | Not due |
👨💻 DEVELOPER FOLLOW-UP: DEV-FU-00015
──────────────────────────────
Developer : Sarah Developer
Project : An IT Solutions Co. Website Redesign
Task : Implement User Authentication
Follow-up By : John Smith (PM)
📅 DATES
Follow-up Date : 2025-01-08
Next Follow-up : 2025-01-10
📋 TYPE: Status Check
📝 NOTES
Checked in on authentication progress. Sarah reported:
- Login page completed
- Password hashing implemented
- Need clarification on 2FA requirements
💬 DEVELOPER RESPONSE
"On track for completion by Friday. Waiting for security
team input on 2FA implementation approach."
🚀 ACTION ITEMS
• Schedule meeting with security team (PM)
• Continue with remaining authentication features (Dev)
| Type | Icon | Purpose |
|---|---|---|
| Status Check | 📈 | Regular progress update |
| Progress Update | 🚀 | Milestone or phase update |
| Blocker Resolution | 🚧 | Issue blocking progress |
| Code Review | 👀 | Review feedback follow-up |
| Testing | 🔎 | Testing and QA follow-up |
| Deployment | 🚀 | Deployment status follow-up |
| Other | 📁 | Miscellaneous follow-up |
Each follow-up records the developer's current status:
| Status | Visual | Meaning |
|---|---|---|
| On Track | ON TRACK | Work progressing as planned |
| Delayed | DELAYED | Behind schedule but manageable |
| Blocked | BLOCKED | Cannot proceed without resolution |
| Completed | COMPLETED | Work finished |
Additional fields: Blockers (document blocking issues), Action Items (next steps with assignees), and optional link to Work Allocation.
👤 CLIENT FOLLOW-UP: CLI-FU-00001
───────────────────────────
Client : An IT Solutions Company
Contact : Ms. Priya Sharma
Project : An IT Solutions Co. Website Redesign
Date : 2025-01-08
Type : Project Update
Mode : 📞 Video Call
Followed By : John Smith (PM)
💬 SUMMARY
Presented progress on milestone M2 (Design Phase).
Client approved wireframes and UI mockups.
📝 CLIENT FEEDBACK
Very happy with design direction. Requested minor
color adjustments to match brand guidelines.
⚠ CONCERNS RAISED
Timeline for Phase 2 delivery seems tight.
📈 OUTCOME: 🟢 Positive
💰 PAYMENT DISCUSSED
Amount : $6,000.00 (M2 milestone payment)
Commit Date: 2025-01-15
📅 NEXT FOLLOW-UP
Date : 2025-01-15
Type : Payment Follow-up
Notes: Follow up on M2 milestone payment
| Mode | Use Case |
|---|---|
| 📞 Phone Call | Quick updates and clarifications |
| Formal communication with documentation | |
| 👥 Meeting | In-person meetings and presentations |
| 🎥 Video Call | Remote meetings (Zoom, Teams, Meet) |
| Informal quick messages | |
| 📁 Other | Any other communication channel |
| Outcome | Visual | Meaning |
|---|---|---|
| Positive | POSITIVE | Client satisfied, no issues |
| Neutral | NEUTRAL | Standard update, no strong reaction |
| Negative | NEGATIVE | Client has concerns or dissatisfaction |
| Escalated | ESCALATED | Issue escalated to higher management |
🔴 OVERDUE
├─ ⏰ REM-00045 Invoice payment follow-up (An IT Solutions Co.)
│ Due: Jan 6 | 2 days overdue | Type: Payment Due
│ [Send Now] [Snooze 1 Hour] [Snooze 1 Day] [Snooze 1 Week] [Dismiss]
🟡 DUE TODAY
├─ 📋 REM-00052 Submit weekly timesheet
│ Due: Today | Type: Custom Reminder
│ [Send Now] [Snooze 1 Hour] [Snooze 1 Day] [Snooze 1 Week] [Dismiss]
│
├─ 🤝 REM-00053 Client call - Client Project
│ Due: Today | Type: Follow-up Due
│ [Send Now] [Snooze 1 Hour] [Snooze 1 Day] [Snooze 1 Week] [Dismiss]
🟢 UPCOMING (Next 7 Days)
├─ 📅 REM-00055 Milestone review - An IT Solutions Co. (Jan 10)
├─ 💰 REM-00058 Monthly invoice generation (Jan 12)
└─ 🔄 REM-00060 Sprint retrospective (Jan 14)
💳 RECURRING PAYMENT: REC-00008
─────────────────────────────
Client : An IT Solutions Company
Project : An IT Solutions Co. Website Maintenance
Type : 🔄 Retainer Fee
Status : 🟢 Active
💵 PAYMENT DETAILS
Amount : $3,000.00 / month
Frequency : Monthly
Start Date : 2025-01-01
End Date : 2025-12-31
🔗 CONTRACT
Contract Ref : CONT-CLI-2025-001
🔔 REMINDERS & INVOICING
Reminder Days: 7 days before due
Auto Invoice : ✅ Enabled
Invoice Product: Website Maintenance Service
📝 DESCRIPTION
Monthly website maintenance retainer including:
- Up to 10 hours of development work
- Security updates and patches
- 24/7 monitoring and support
- Monthly performance reports
| Type | Use Case | Example |
|---|---|---|
| 🔄 Retainer Fee | Monthly dev hours | 10 hrs/month @ $300 |
| 📦 Subscription | SaaS/Product | $99/month platform fee |
| 🔧 Maintenance/AMC | AMC contracts | Annual support contract |
| ☁ Hosting Fee | Server/Cloud hosting | $200/month hosting |
| 🔑 License Fee | Software licenses | Annual license renewal |
| 📞 Support Fee | Technical support | Priority support plan |
| 📁 Other | Miscellaneous payments | Custom recurring charge |
| Frequency | Billing Cycle | Common Use |
|---|---|---|
| 📅 Weekly | Every week | Short-term engagements |
| 📅 Monthly | Every month | Retainers, SaaS |
| 📆 Quarterly | Every 3 months | Support contracts |
| 📈 Half Yearly | Every 6 months | Larger contracts |
| 📈 Yearly | Every year | AMC, Enterprise |
| Due Date | Amount | Status | Paid Date | Invoice |
|---|---|---|---|---|
| 2025-01-01 | $3,000.00 | Paid | 2025-01-03 | INV-101 |
| 2025-02-01 | $3,000.00 | Paid | 2025-02-02 | INV-112 |
| 2025-03-01 | $3,000.00 | Pending | - | INV-125 |
| 2025-04-01 | $3,000.00 | Pending | - | - |
| Button | Action | Details |
|---|---|---|
| ▶ Activate | Draft → Active | Start tracking payments |
| 💰 Generate Invoice | Creates account.move invoice | Uses invoice_product_id, creates payment line |
| 📨 Send Reminder | Sends message to client | Notifies about upcoming or overdue payment |
| 📊 View Invoices | Opens linked invoices | Shows all invoices generated for this payment |
| ⏸ Pause | Active → Paused | Temporarily suspend payments |
| ❌ Cancel | Active → Cancelled | Permanently stop this payment schedule |
Auto Invoice is enabled, the system automatically generates invoices on the due date via scheduled action. Set the Invoice Product (service type) to control invoice line details.
Hours logged, billable amounts, and project profitability analysis
Team capacity, logged hours, and utilization percentages
Invoice status, payment tracking, and revenue analysis
Pivot and graph views for project, task, and timesheet analysis
| Employee | Capacity | Logged | Billable | Utilization |
|---|---|---|---|---|
| Sarah Developer | 168 hrs | 155 hrs | 142 hrs | 92% |
| Mike Backend | 168 hrs | 148 hrs | 125 hrs | 88% |
| Lisa Frontend | 168 hrs | 160 hrs | 138 hrs | 95% |
| Tom Designer | 168 hrs | 120 hrs | 95 hrs | 71% |
The report wizard provides 7 different report types with configurable filters:
| Report Type | Description | View Mode |
|---|---|---|
| 📊 Project Summary | Overview of all projects with status and progress | List, Form, Kanban |
| ⏱ Timesheet Report | Time entries by project, user, or month | Pivot, List, Graph |
| 🏁 Milestone Report | All milestones with completion status | List, Kanban, Form |
| ✅ Task Status Report | Tasks grouped by project, user, or stage | Pivot, List, Kanban |
| 🔴 Overdue Tasks | Only tasks past deadline and not completed | List, Kanban |
| 👥 Resource Utilization | Hours by user and month with capacity analysis | Pivot |
| 💰 Billing Summary | Billable hours and amounts by project | Pivot |
Filters: Date range, specific project, include/exclude subtasks, and group by (project, user, stage, month).
Rapidly create a project with optional template and default tasks:
📁 QUICK PROJECT
──────────────
Project Name : New Client Portal
Customer : A Client Company
Project Type : Fixed Price
Start Date : 2025-02-01
End Date : 2025-06-30
Budget : $25,000.00
📋 DEFAULT TASKS (auto-created)
☐ Planning
☐ Development
☐ Testing
☐ Deployment
🌐 TEMPLATE SUPPORT
Use Template : ✅ Yes
Template : "Standard Web Project"
Custom task names: Edit the task list (one name per line) or use a project template to copy tasks from an existing project.
💰 INVOICE SUMMARY: INV-SUM-00001
────────────────────────
Period : 2025-01-01 to 2025-01-31
Status : 🟢 Confirmed
📊 SUMMARY TOTALS
Total Hours : 155.0
Billable Hours : 142.0
Billable Amount : $21,300.00
Already Invoiced : $12,000.00
Pending : $9,300.00
📋 LINE DETAILS
├─ An IT Solutions Co. Website : 90 hrs | $13,500.00
├─ Client App : 52 hrs | $5,200.00
└─ Internal : 13 hrs | $0.00 (non-billable)
| Button | Action |
|---|---|
| 📊 Generate Lines | Queries timesheets in the period, groups by project, creates summary lines |
| ✅ Confirm | Locks the summary (state = confirmed) |
| 🔄 Reset to Draft | Reopens for editing |
The module provides analytical pivot and graph views for deep analysis:
| View | Rows | Columns | Measures |
|---|---|---|---|
| 📊 Project Analysis | Project Manager | Project Status | Budget Amount, Actual Cost |
| ✅ Task Analysis | Project | Task Priority | Estimated Hours, Actual Hours |
| ⏱ Timesheet Analysis | Project | Work Type | Hours, Billable Amount |
| 💰 Billing Report | Project | Month | Total Hours, Billable Hours, Amount |
| 👥 Resource Utilization | Employee | Week | Total Hours, Utilization Rate |
| Scheduled Action | Model | What It Does |
|---|---|---|
| 🔔 Work Allocation Reminders | drkds.work.allocation | Sends notifications for overdue allocations and those due tomorrow |
| ⏰ Process Work Reminders | drkds.work.reminder | Sends pending reminders due today; reactivates snoozed reminders past snooze date |
| 💰 Check Due Payments | drkds.recurring.payment | Sends payment reminders before due date; auto-generates invoices if enabled |
| 🔴 Mark Overdue Payments | drkds.recurring.payment.line | Changes pending payment lines to "overdue" when past due date |
Settings → Technical → Automation → Scheduled Actions. Recommended: Run daily at 6:00 AM.
1️⃣ CHECK REPORTS
Project → Reporting
• Review overdue tasks
• Check today's milestones
• Review pending follow-ups
2️⃣ REVIEW REMINDERS
Project → Work Management → Reminders
• Address overdue reminders
• Plan for today's reminders
3️⃣ CHECK WORK ALLOCATIONS
Project → Work Management → Work Allocations
• Review in-progress work
• Check completion percentages
• Identify blockers
4️⃣ DEVELOPER FOLLOW-UPS
Project → Follow-ups → Developer Follow-ups
• Create follow-ups for blocked tasks
• Log standup notes
• Schedule next follow-ups
5️⃣ CLIENT COMMUNICATIONS
Project → Follow-ups → Client Follow-ups
• Log client calls/emails
• Update project notes
6️⃣ TIMESHEET REVIEW
Project → Timesheets
• Ensure team logged hours
• Review billable vs non-billable
7️⃣ PLAN TOMORROW
• Create reminders for tomorrow
• Assign pending work
• Update project status
1️⃣ CHECK ASSIGNED WORK
Project → Work Management → Work Allocations
Filter: My Allocations
• Review today's priorities
• Check deadlines
2️⃣ VIEW MY TASKS
Project → Tasks → My Tasks
• Start working on highest priority
• Update task status
3️⃣ LOG TIME
Project → Timesheets → Create
• Log hours as you work
• Add meaningful descriptions
• Mark billable/non-billable
4️⃣ UPDATE PROGRESS
Work Allocation → Update completion %
Task → Update checklist items
Step 1: Create Client Contact
Contacts → Create
Step 2: Create Project
Project → Projects → Create
Step 3: Create Milestones
Project → Milestones → Create
Step 4: Create Tasks
Project → [Project] → Tasks → Create
Step 5: Create Work Allocations
Project → Work Management → Work Allocations
Step 6: Developer Logs Time
Project → Timesheets → Create
Step 7: Update Work Progress
Work Allocation → Update completion %
Step 8: PM Creates Follow-up
Project → Follow-ups → Developer Follow-ups
Step 9: Log Client Follow-up
Project → Follow-ups → Client Follow-ups
Step 10: Set Reminder
Project → Work Management → Reminders
Step 11: Complete Milestone
Project → Milestones → Mark Reached
Step 12: Create Invoice Summary
Project → Billing & Payments → Invoice Summary
Step 13: Generate Invoice
Click [Create Invoice]
Step 14: Resource Utilization
Project → Reporting → Resource Utilization
Step 15: Billing Report
Project → Reporting → Billing Report
| Shortcut | Action |
|---|---|
| Alt + C | Create new record |
| Alt + S | Save |
| Alt + D | Discard changes |
| Ctrl + K | Search anything |
| Menu Path | Purpose |
|---|---|
Project → Quick Actions |
Quick Project creation, Generate Reports |
Project → Tasks |
My Tasks, All Tasks, Overdue Tasks (extends base Project menu) |
Project → Milestones |
All project milestones |
Project → Deliverables |
Milestone deliverables |
Project → Timesheets |
View and manage timesheets |
Project → Work Management |
Work Allocations, Reminders |
Project → Follow-ups |
Developer Follow-ups, Client Follow-ups |
Project → Billing & Payments |
Recurring Payments, Overdue Payments, Invoice Summary |
Project → Reporting |
Tasks Analysis, Customer Ratings, Billing Report, Resource Utilization |
Detailed permissions by user group. R=Read, W=Write, C=Create, D=Delete
| Model | Project User | Project Manager |
|---|---|---|
| Deliverables | R, W, C | R, W, C, D |
| Task Checklist | R, W, C, D | R, W, C, D |
| Work Allocation | R, W, C | R, W, C, D |
| Developer Follow-up | R, W, C | R, W, C, D |
| Client Follow-up | R, W, C | R, W, C, D |
| Work Reminder | R, W, C | R, W, C, D |
| Recurring Payment | R, W (no create) | R, W, C, D |
| Payment Lines | R, W (no create) | R, W, C, D |
| Billing Report | R (read-only) | R (read-only) |
| Resource Utilization | R (read-only) | R (read-only) |
| Invoice Summary | R, W, C | R, W, C, D |
DRKDS Project Pro includes 7 new modules for construction, architecture, manufacturing, and EPC projects:
Cost estimation with revision tracking and variance analysis.
5-stage procurement: Draft → Requested → Approved → Ordered → Received.
Drawing/document control with version management and approval.
Subcontractor tracking with Indian TDS (Section 194C) auto-computation.
Inspection planning with pass/fail/conditional results.
Scope/cost/schedule variation management with approval workflow.
L x B x H x Nos computation with cumulative progress tracking.
All construction modules are under: Project → Construction & EPC
Documents: Project → Documents
| Model | Project User | Project Manager |
|---|---|---|
| BOQ / BOQ Lines | R, W, C | R, W, C, D |
| Material Requisition | R, W, C | R, W, C, D |
| Document | R, W, C | R, W, C, D |
| Contractor | R, W, C | R, W, C, D |
| Quality Inspection | R, W, C | R, W, C, D |
| Change Order | R, W, C | R, W, C, D |
| Measurement Book | R, W, C | R, W, C, D |
DRKDS Project Pro - Version 1.0.0
Last Updated: February 2026
© DRKDS Project Pro - All Rights Reserved