## 1. Core Modules Required * Project Management * Discussions * Documents * Timesheets * Approvals * Accounting * Employees * Surveys (for feedback collection) * Recruitment ## 2. Project Workflow Implementation ### 2.1 Project Proposal Stage **Using Odoo Projects + Documents** * To create a custom project template with standardized fields: * Project Title * Objectives * Budget * Timeline * Milestones * Deliverables * Resource Requirements **Using Odoo Approvals** * Configure multi-step approval workflow: 1. Initial submission 2. 5-day review period 3. Board approval 4. Final authorization **Using Odoo Discussions** * Set up dedicated channels for: * Project proposals * Feedback collection * Board discussions ### 2.2 Community Board Approval Process **Using Odoo Approvals + Surveys** * Create approval category for "Project Proposals" * Configure a voting system * Set up automated notifications for: * New proposals * Voting deadlines * Meeting reminders * Implement voting form with options: * Approve * Reject * Request More Information ### 2.3 Project Assignment and Tracking **Using Odoo Projects + HR** * Set up project stages matching Focal Board columns * Configure task automation for: * Team member assignment * Milestone tracking * Status updates **Custom Dashboard Development** * Project status overview * Resource allocation * Timeline tracking * Budget monitoring ### 2.4 Deliverables and Completion **Using Odoo Projects + Documents** * Create custom checklists for: * Deliverable verification * Quality assessment * Acceptance criteria * Set up review workflows * Configure automated notifications for: * Review assignments * Feedback deadlines * Completion status ### 2.5 Payment Processing **Using Odoo Accounting + Approvals** * Configure payment request workflow: * Custom payment request form * Dual approval system * Budget verification * Payment processing * Automated notifications ## 3. Role-Based Access Configuration ### 3.1 Board Members * Full access to: * Project approval * Document management * Payment authorization * Portfolio overview ### 3.2 Non-Board Members * Limited access to: * Project review * Voting system * Discussion forums * Project documentation ### 3.3 Project Managers * Specific access to: * Project creation * Team management * Status updates * Payment requests ## 4. Custom Reports and Dashboards ### 4.1 Project Portfolio Dashboard * Active projects overview * Budget utilization * Timeline tracking * Resource allocation * Risk indicators ### 4.2 Weekly Status Reports * Automated report generation * Progress tracking * Budget monitoring * Issue logging ### 4.3 Community Board Analytics * Approval metrics * Project success rates * Timeline adherence * Budget performance