Project profitability

Odoo Project profitability tracking shows whether a billable project is making money, by comparing its revenues against the costs of the resources used to deliver it. It helps project managers and finance teams spot projects that are running over budget before they become a problem.

How to access the profitability dashboard

1. Open the Project app and select a billable project.
2. Click the sliders icon to add Dashboard to the project’s top bar, then open it.

The profitability section sits on the right side of the project dashboard and shows records linked to the project and its analytic account, split into Revenues and Costs. Amounts are also broken into Expected, To invoice (or To bill) and Invoiced (or Billed) columns.

Revenues tracked

• Timesheets: revenue based on the product’s invoicing policy, such as fixed price, based on timesheets, or based on milestones.
• Materials: sale prices of products sold through linked sales orders.
• Customer invoices: invoices linked to the project.
• Subscriptions and Down payments linked to the project.
• Expenses: any expenses re-invoiced to the customer.

Costs tracked

• Timesheets: cost of time logged by employees, based on their HR settings.
• Purchase Orders: cost of goods, materials or subcontracted work, shown once the vendor bill is posted.
• Materials: cost of validated stock moves, shown only if Analytic Costs is enabled under Inventory > Configuration > Operations Types.
• Expenses: approved employee expenses linked to the project.
• Vendor bills and Manufacturing orders linked to the project’s analytic account.
• Other costs linked to the analytic account.