Project Setup and Configuration#

Ametnes Construction Management

Tier: Premium, Enterprise
Offering: Ametnes Managed
Industry: Construction, Manufacturing

Learn how to configure your construction projects, define phases, milestones, and set up the project structure for effective management.

Defining Project Stages#

Construction

Open your project from the Projects dashboard.
A screen for adding the project stages is displayed
Add the stage and click Add to define major stages (e.g., Design, Procurement, Foundation, Structure, Finishing).
Add tasks under each stage by clicking the plus icon on the immediate right of the stage

Adding Tasks#

Inside each phase, click Add Task.
Enter task details: name, description, assignee, planned dates, dependencies.
Assign labor, equipment, and material resources as needed.
Link tasks to work packages for better organization.

Creating Milestones#

Within each project, add Milestones to track key deliverables.
Click the dropdown menu on a project card to add themilestones.
Examples: "Foundation Completed", "Roof Installation", "Final Inspection".

🏗️ Project Continued...#

1. Project Creation#

This section details how to initialize a new project within the system.

Step	Action	Description
1. Navigate	Click on the "Project" module in the main navigation sidebar.	This opens the Project Dashboard.
2. Initiate	Click the "New" button at the top of the dashboard.	A project creation form will be displayed.
3. Enter Details	Fill in the Name, Customer, and other mandatory fields.
4. Configure	Check "Billable" and "Timesheets" options as required.	`Billable` enables customer invoicing. `Timesheets` enables time tracking.
5. Save	Click the "Create Project" button.	The project is saved and the dedicated Project Page opens.

2. Defining Project Structure: Stages and Tasks#

2.1. Defining Stages#

Project stages represent milestones or phases in the project lifecycle.

Access: Ensure you are on the newly created Project Page.
Add Stage: Enter the desired stage name (e.g., Planning, Execution) into the "+ Stage" field.
Save Stage: Click the "Add" button to save the stage as a column on the board.
Repeat: Add all necessary stages to complete the project workflow.

2.2. Adding Tasks to a Stage#

Tasks are the specific, actionable items required to complete a project stage.

Locate Stage: Identify the stage column for the new task.
Initiate Task: Click the plus icon (+) on the immediate right of the stage name.
Enter Task Info: A "Task Title" box will pop up. Enter the title and use the dropdown to "Assign To" the responsible person(s).
Save Task: Click the "Add" button to save the task within the stage.

3. Task Management and Detail Entry#

Tasks can be opened for detailed configuration, tracking, and collaboration.

Detail Area	Action	Purpose
Open Task	Click directly on the task tile on the board.	Opens the comprehensive Task Page.
General Info	Add Milestones, Tags, Deadline, Description, and Allocated Time.	Essential for planning, priority, and tracking.
Sub-tasks	Click the blue "Sub Task icon" button.	Creates a new "Subtask" tab to break down the main task into smaller parts.
Dependencies	Utilize the "Blocked By" field.	Indicate which tasks must be completed before this task can begin.
Time Tracking	Enter data in the "Timesheets" section.	Log the actual time spent on the task by team members.
Material Planning	Use tabs like "Material Plannings", "Consumed Material", "Material Requisitions", and "Stock Moves".	Manage logistics and inventory linked directly to the task.
Extra Info	Utilize the "Extra Info" tab.	A general area for any other relevant details or notes.

4. Project Reporting and Settings#

To view project-level options:

Go to Dashboard: Return to the main Projects Dashboard.
Locate Card: Find the desired project card.
Open Menu: Click on the dropdown menu (upper right corner of the project card).

Option	Function	Details
View	Opens the Project Board (Stages/Tasks).
Project Updates	Shows a dashboard of general project performance and status.
Tasks Analysis	Displays a graphical representation of progress over time.
Burndown Chart	Visual tool tracking actual vs. planned work remaining.
Share	Generates a sharable link for customers/stakeholders.	Links can be set to Editable or Read-Only.
Settings	Opens the comprehensive configuration page.	(See section 4.3)

4.3. Project Settings Configuration#

Use this menu to manage core administrative and linking details.

Section	Key Fields Included	Action/Purpose
General Details	Project Manager, Planned Date, Allocated Hours, Tag, Description.	Define accountability, scope, and timeline.
Linking	Related Sale Order, Related Purchase Order, Inventory Usage, Project Deliverables, Work Package.	Connect the project to financial, procurement, and inventory data.
Collaboration	Collaborators Icon (Top of Settings Page).	Click "Invite Collaborators" to add internal team members to the project.

📥 Project Task Import Documentation#

This guide details the process of importing a list of tasks and subtasks from an external spreadsheet (e.g., Excel) directly into an existing project.

Prerequisites#

An existing project must be created in the system (as per previous documentation).
The task data must be prepared in a spreadsheet file (e.g., .xlsx or .csv) with clear column headers.

Required Spreadsheet Format#

The spreadsheet should contain columns to map to the system's task fields. Key recommended columns for successful import include:

Column Name (Example)	Corresponding System Field	Purpose
Name	Display Name (Task Title)	The name of the task or subtask (e.g., `1.1 Contract signing`).
Parent Task	Parent Task	Used to define hierarchy; link a subtask to its parent (e.g., `1 Preliminaries`).
Start Date	Start Date	The planned commencement date for the task.
Deadline	Deadline	The scheduled completion date for the task.

1. Setting the Import Stage#

Before importing tasks, you must define the default stage where the new tasks will be initially placed.

Open Project: Navigate to and open the specific project where the tasks will be imported.
Access Settings: Click the Settings icon (or equivalent button) located immediately next to the project name at the top of the page.
Set Import Stage: Within the project settings, find the option to set the default stage for imported tasks (e.g., Initiation or To Do). Select the desired stage.
Save Changes: Ensure you save the project settings before proceeding.

2. Executing the Task Import#

This section covers uploading the file and mapping the fields to finalize the import.

Step	Action	Description
1. Initiate Import	Click the "Import Records" button or option within the project view.	This displays the Import Records configuration form.
2. Upload File	Click the "Upload file" (or "Load File") button.	A file manager dialog will open, allowing you to select the prepared spreadsheet file from your desktop.
3. System Preview	The system will load the file and display a preview of the data, mapping the "File Column" headers to potential "Odoo Field" targets.	The system attempts an automatic match based on column names.
4. Map Fields (Crucial Step)	Review and manually map the remaining File Columns to the correct Odoo Fields.	Ensure the following minimum fields are mapped: `Name` -> `Display Name` `Parent Task` -> `Parent Task` `Start Date` -> `Start Date` (or equivalent field) `Deadline` -> `Deadline`
5. Test Import (Recommended)	Click the "Test" button at the top of the form.	This checks for errors in the data format and field mapping without saving the tasks. If errors are found, fix them in the spreadsheet or mapping and re-test.
6. Finalize Import	Once the test is successful, click the "Import" button.	The system will create the list of tasks and subtasks and place them in the default stage configured in Step 1.

Result: The newly imported tasks, complete with hierarchy (Parent/Sub-task structure) and scheduled dates, will now appear in the project board under the designated stage.

Saving and Reviewing#

Save your changes.
Review the project timeline and resource allocations for accuracy.

Continue with the next section: Resource Management