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Manage Milestone In Odoo17 Projects
Manage Milestone In Odoo17 Projects
Milestones are crucial parts for any project. When implementing a project, it is typical to establish segments/ phases with fixed deadlines, also known as Milestones. These milestones outline the work that needs to be completed within each timeline.
With Milestones, users will have a clear view about the project's progress, achievements, deadlines and profitability.
Let’s discuss how can we manage projects with milestones in Odoo17:
Navigate to Project Application > Configuration > Settings > Enable the feature “Milestone”.
To track the progress of the project , make sure that the product would be “service type”, and to manage it with milestones, select the invoicing policy “based on milestones”, to create a new project, select the option “project & task” in a create-on order.
Now, let’s create a sale order of the service product with pre-configured product details:
Navigate to sales > products > products.
After that we need to create a sales order for the service type- “product based on milestones”.
After creating a quotation, once we confirm, it will turn into a Sales Order. Since we configured this particular product as a service product with an invoicing policy of “based on milestones” and set the order creation to “project & task”, the system will automatically generate a new project comprising of the new tasks and milestones in the form of smart buttons. These smart buttons will be linked with sales order.
The project will display details such as the project name, which basically corresponds to the sales order , the customer name from the sales order and the allocated hours from the sales order. Additionally, we can also add a planned date, assign a project manager, and include a description in the description menu.
We also have a settings menu where we can manage and personalize the specifications/ features of the project. The “Milestone” feature has to be enabled in this project. We will be able to manage task dependencies, timesheets, billable hours and customer ratings as well.
The task is also linked with the sales order, which displays details such as the linked project name, customer, sale order item, milestone name, and the deadlines. In the description menu, we can add a description related to the task. Timesheets can be added in the timesheet menu.
Additionally, we can also define sub tasks, indicate tasks which are blocking the progress of the project and provide extra information regarding the parent task, sequence, email cc and cover image.
We have a milestones option, where we can see a milestone and by clicking on “new” we can add a new milestone and its percentage with the deadlines.
Once we reach the milestone, we can check that checkbox, and view the sale order, the delivered quantity would be updated based on each milestone reached. For our first milestone, we ticked off 50% of ROI.
So, the delivered quantity is updated to 50 hours and also we have the option to create an invoice for those 50 hours that we have delivered.
Invoice will also be linked there.
Next, suppose we reached the milestone of testing, so we can check the checkbox, and based on that percentage, the delivered quantity would be updated and invoice would be created and invoiced quantity would be updated.
As we achieve the last milestone of implementation, we can tick that checkbox and create a invoice.
As we reached all the milestones , you can see the quantity, delivered and invoiced is equal.
We can see the project status, its profitability, related tasks, time sheets by going into the project icon linked with sale order > project status.
We can check the milestone status from the gantt view as well. Navigate to project application > tasks > all tasks > Gantt view.
Looking into the gantt view, these are the milestones that have been established, milestones in red lines shows that it is delayed from the mentioned deadline. Milestones in green lines and tick marks are actual that we have achieved.
Conclusion:
In businesses, it is mandatory to split the project completion in stages such as requirement gathering, planning and execution. By managing the projects with the stages it helps to identify the completion time and deadlines to be stuck with. In Odoo, we can manage these things by using invoicing policy based on milestones that would lead to managing the projects in a well efficient way.
Frequently Asked Questions
How do you manage project milestones?
In Odoo 17, Project Milestones can be managed by defining key objectives within a project, tracking their progress and marking them as completed when goals are achieved.
How can you mark the milestones of your project as reached in Odoo?
To mark a milestone as reached, navigate to the project, select the specific milestone, and update its status to “Reached” once the associated tasks/ objectives are achieved.
How do you set project goals/milestones ?
You can set project goals/ milestones in Odoo by defining clear objectives, associating them with specific tasks, and assigning deadlines to ensure timely completion.
What is the function of milestones in project management?
Milestones in a Project serve as key checkpoints that mark significant progress points or phases in a project further helping in tracking and measuring success against the project timeline.
What is the difference between project phase and milestone?
A project phase is a distinct stage in the project lifecycle, often involving multiple tasks, while a milestone is a specific achievement or completion point within a phase.
How many milestones are in a project?
The number of milestones in a project may vary depending upon the complexity and the scope of the project.
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Strong Integration Expertise
Modern ERP systems require seamless connectivity. Kanak specializes in integrations with payment gateways, banking reconciliation systems, eCommerce marketplaces, logistics APIs, HRMS & biometric devices, and CRM and communication tools.
Standard-First ERP Philosophy
One major reason businesses prefer Kanak is its "standard-first" implementation approach. Instead of over-customizing Odoo unnecessarily, Kanak focuses on upgrade-friendly implementations, lower technical debt, better system performance, faster deployment cycles, and long-term scalability.
Global ERP Experience
Kanak serves clients across USA, Middle East, Europe, Australia, Singapore, Malaysia, and 50+ countries - enabling them to handle multi-company setups, multi-currency operations, localization & compliance, and cross-border business workflows.
Best for: Any business requiring deep customization, complex integrations, industry-specific Odoo expertise, or a long-term ERP partner with proven global experience.
Banibro IT Solutions
Official Odoo PartnerChennai BasedSME FocusedBanibro IT Solutions is known for its structured implementation methodology and business-focused ERP consulting approach. The company focuses on requirement analysis, workflow optimization, ROI-driven ERP planning, and seamless user adoption for SMEs and growing enterprises.
Key Strengths
- Business-centric consulting approach
- ERP process alignment
- Odoo customization for SMEs
- Third-party integrations
- Long-term support services
Best for: Small to mid-sized businesses in South India looking for practical and cost-effective Odoo implementations.
Serpent Consulting Services
Odoo Gold PartnerAhmedabad Based 10+ YearsSerpent Consulting Services has maintained a strong presence within the Odoo ecosystem for many years. The company specializes in Odoo consultation, migration services, custom development, integration support, and mid-sized enterprise deployments.
Key Strengths
- Stable and structured implementation methodology
- Strong upgrade compatibility focus
- Long-term ERP maintainability
- Reliable technical consulting
Best for: Mid-market companies needing structured Odoo consulting with long-term upgrade planning.
BrowseInfo
Odoo Best Partner India 20241200+ App Store Apps
Ahmedabad BasedBrowseInfo is recognized for handling complex Odoo customization projects and enterprise-grade ERP deployments. The company works with businesses requiring multi-location operations, complex approval workflows, enterprise automation, and high-volume ERP environments.
Key Strengths
- Large-scale implementation capabilities
- Enterprise workflow customization
- Odoo performance optimization
- Scalable architecture support
- Largest App Store module volume
Best for: Healthcare, retail, and businesses needing quick module deployment from the App Store.
Cybrosys Technologies
Official Odoo PartnerKerala BasedTechnical SpecialistsCybrosys Technologies is widely known for its strong technical capabilities in the Odoo ecosystem. The company has extensive experience in module development, Odoo migrations, backend customization, technical optimization, and performance enhancement.
Key Strengths
- Strong engineering and development capabilities
- Odoo app and module development
- Technical troubleshooting expertise
- Version migration experience
Best for: Businesses needing heavy backend customization, complex module development, or technically intensive implementations.
Side-by-Side Comparison
How to Choose the Right Odoo Implementation Partner
Choosing the right Odoo consulting company is one of the most important decisions for ERP success. Here are the key factors every business should evaluate before signing a contract:
Odoo Experience
Choose a partner with proven implementation experience and long-term Odoo expertise. Look for 10+ years minimum for complex projects.
Industry Understanding
Industry-specific experience reduces implementation time and improves process alignment. Ask for case studies in your exact sector.
Certified Odoo Experts
Certified functional consultants and developers ensure better implementation quality. Ask how many team members hold current Odoo certifications.
Structured Methodology
A reliable partner provides requirement gathering, gap analysis, milestone planning, UAT, training, and go-live support as standard.
Integration Capabilities
Modern ERP needs connections with banking systems, logistics providers, HRMS, payment gateways, and eCommerce. Ask for live demos of past integrations.
Post-Go-Live Support
ERP implementation is not a one-time project. Get SLA response times in writing. Ask about AMC pricing and how version upgrades are handled.
Upgrade-Friendly Development
Excessive customization blocks future Odoo version upgrades. Good partners follow a standard-first approach — customizing only where it creates genuine value.
Scalability
Your ERP should grow with your business. Choose a partner who can support future module expansions, upgrades, and process improvements over 5–10 years.
⚠ Red flag: Any partner who gives a fixed-price quote without a discovery or requirements phase is underscoping your project. This almost always leads to scope creep, delays, and budget overruns. A serious partner insists on a requirements phase before quoting.
Odoo Community vs Enterprise — What's the Difference?
One of the most common questions businesses ask when evaluating Odoo is: What is the difference between Odoo Community and Odoo Enterprise?
For businesses planning long-term ERP scalability, Odoo Enterprise is usually the preferred choice. The added cost is offset by official support, automatic upgrades, and significantly more powerful modules.
How Much Does Odoo Implementation Cost in India?
Odoo implementation cost in India depends on multiple factors including number of users, modules required, customization complexity, integrations, data migration, industry workflows, and training requirements.
Partner hourly rates in India typically range from ₹1,500 to ₹4,500 per hour depending on seniority and firm. Budget an additional 10–20% contingency for data cleanup and integration complexity. Note: Odoo Enterprise license costs (approximately ₹2,000–4,000 per user per month) are separate from implementation fees.
⚠ Important: Businesses should focus on implementation quality and long-term ROI — not just the lowest upfront pricing. A cheaper implementation that fails costs significantly more than a quality one done right the first time.
How Long Does Odoo Implementation Take?
Timeline depends on customization level, data migration complexity, user training, integration requirements, and internal approvals. An experienced Odoo partner significantly reduces delays and implementation risks through structured methodology and reusable configurations.
Why India Is a Global Leader in Odoo Consulting ?
India has become one of the world's strongest destinations for Odoo consulting and ERP implementation because of:
- Highly skilled Odoo developers and consultants — India produces more Odoo-certified professionals than almost any other country
- Competitive pricing with global service quality — Indian partners deliver enterprise-grade implementations at a fraction of Western market costs
- Global delivery experience — top Indian partners have successfully delivered ERP projects across USA, Europe, Middle East, and Asia
- Strong offshore support models — time zone coverage allows near-24/7 support for international clients
- Large technical talent pool — continuous pipeline of Odoo-trained engineers and functional consultants
- Enterprise implementation expertise — experience across manufacturing, retail, healthcare, logistics, and finance industries
Final Verdict — Which Odoo Partner Should You Choose?
The best Odoo implementation partner is not simply the company with the lowest pricing or biggest team. The right partner should understand your business processes, recommend scalable ERP strategies, minimize unnecessary customization, ensure smooth user adoption, provide long-term support, and deliver measurable ROI.
For businesses looking for a highly experienced, globally trusted, and scalable ERP consulting company, Kanak Infosystems LLP remains one of the strongest choices for Odoo implementation in India in 2026 — backed by 14+ years of experience, 500+ successful implementations, and one of India's largest Odoo App Store portfolios.
Frequently Asked Questions (FAQs)
Kanak Infosystems LLP. is considered one of the leading Odoo implementation partners in India due to its 14+ years of experience, 500+ implementations, 500+ apps on the Odoo App Store, global presence across 50+ countries, and a 95% client retention rate. Active since the TinyERP era, Kanak is among India's earliest Odoo partners.
Odoo implementation cost in India typically ranges from ₹3 lakh to ₹30 lakh+ depending on business size, modules, customization, and integrations. Small businesses (5–15 users) can expect ₹3–8 lakh. Mid-sized companies typically spend ₹10–25 lakh. Large enterprises may need ₹30 lakh or more. Odoo Enterprise license costs (approximately ₹1,000–2,000/user/month) are separate from implementation fees.
Basic implementations take 4–8 weeks. Mid-sized ERP deployments take 2–5 months. Enterprise-level implementations take 6–12 months. An experienced partner significantly reduces delays through structured methodology and reusable configurations.
Odoo Community is free and open-source with basic ERP functionality and community support. Odoo Enterprise is a paid subscription that includes advanced modules, official Odoo support, mobile app support, better UI/UX, Studio customization tools, and advanced accounting and reporting. For businesses planning long-term scalability, Odoo Enterprise is usually the preferred choice.
Evaluate: years of Odoo-specific experience, number of completed implementations, industry expertise relevant to your sector, certified developers, App Store contributions, client references in your industry, post-go-live support SLA, and customization philosophy. Good partners follow a standard-first approach to keep systems upgrade-friendly.
Yes. Odoo offers strong manufacturing capabilities including MRP, production planning, quality management, inventory tracking, barcode integration, and maintenance management. Kanak Infosystems has implemented Odoo for dozens of manufacturing companies across India and internationally.
Yes. Odoo is highly modular and scalable, making it suitable for startups, SMEs, and enterprises alike. Small businesses can start with just 1–2 apps and add more as they grow. With the right implementation partner, small businesses can go live in 4–6 weeks.
Businesses globally prefer Indian Odoo consulting companies because they offer highly skilled developers, competitive pricing with global service quality, extensive international ERP experience, strong offshore support models, and deep expertise across manufacturing, retail, healthcare, logistics, and finance industries.
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