Project profitability

How to Access the Profitability Dashboard

1. Go to the Project app in Odoo.
2. Select a billable project.
3. Click the slider icon (⚙️) to add Dashboard to the top navigation bar.

Tip: You can also access it by hovering over a project card, clicking the three dots (⋮), and selecting Dashboard.

Understanding the Profitability Section

The Profitability Dashboard appears on the right side of the project dashboard and displays data from:

• Linked records (e.g., timesheets, sales orders)
• The project’s analytic account

It’s split into two main sections:

• Revenues – Income generated by the project
• Costs – Expenses incurred by your company to complete the project

Example: A timesheet could appear under Revenues (as the amount invoiced to the client) and Costs (as the employee’s wage).

Columns in the Profitability Report

Each section (Revenues & Costs) shows three key columns:

Use the arrow icon (→) beside each item to expand and view detailed breakdowns.

Project Revenues Tracked

These items contribute to your project income:

• Timesheets: Based on the selected invoicing policy—timesheets, milestones, fixed pricing, etc.
• Materials: Sales of physical products tied to the project.
• Customer Invoices: Invoices linked to the project.
• Subscriptions: Recurring service revenue from subscriptions.
• Down Payments: Any advance payments received.
• Expenses: Customer-rebilled expenses (e.g., travel, purchases).

 Project Costs Tracked

These reflect what your company has spent on the project:

• Timesheets: Employee time cost based on HR salary configuration.
• Purchase Orders: Costs of goods, services, or subcontracting—visible after the vendor bill is posted.
• Materials: Costs of stock moves (deliveries, receipts) if Analytic Costs are enabled under Inventory > Configuration > Operation Types.
• Expenses: Employee expenses submitted and approved.
• Vendor Bills: All vendor bills tied to the project’s analytic account.
• Manufacturing Orders: Costs from manufacturing linked to the project.
• Other Costs: Any other expenses associated with the project’s analytic account.

• Ensure each record (sales orders, expenses, timesheets) is linked to both the project and its analytic account.
• Install and configure related Odoo apps (Sales, Timesheets, Accounting, Inventory) for full data visibility.
• Regularly update and validate timesheets, bills, and deliveries to keep reports current.
• Use the Kanban view top bar to quickly edit or access relevant profitability records.