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Dashboard on Projects (EE19 ff.)

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eeProjects19.019.2
2 Besvarelser
1124 Visninger
Avatar
Dr. Thomas Koliwer

Up to version 19.1, every project had a dashboard – accessible via the three dots – where you could see revenue and expenses, purchased materials, hours worked and budgets at a glance. The layout certainly wasn’t particularly attractive, but it was functional. 

I’ve now noticed that this feature has been completely removed from version 19.2 onwards: "The profitability report in the project dashboard has been removed. You can now analyze your project’s budget, as well as actual and projected margins, using the new dedicated reports." 

Surely you don’t mean the various pivot tables? Odoo – are you serious? Or have I missed something? What alternatives are there? And I don’t mean that I’m making something myself...

1
Avatar
Kassér
Codesphere Tech

You're right to question the change - many users found the old dashboard practical for quick insights. We don’t know the exact reason why Odoo made this change in the latest version.

Dr. Thomas Koliwer
Forfatter

Thanks for your reply. Do you really think that’s an improvement? Maybe I just need a bit of time...

Hoepfner Johann

In what world is this more practical for the average project manager to look up data in various areas instead of a single summary page ? Currently I have our accountants work extra time to provide the reporting data which was previously quickly accessible on the Dashboard.

With every major update of Odoo you need to budget time spending to find "work-arounds" for "upgrades" that are actually down-grades.

Innovative Control Solutions, Michael Flagler

I agree that this needs to be brought back. It was a super helpful glance at the overview of the project. It's one thing to add some dedicated reports and maybe make the dashboard an optional setting you can enable, but removing it completely with no equivalent replacement is absurd.

Avatar
Zehntech Technologies Inc.
Bedste svar

Hello,

You’re absolutely right starting from v19.2, Odoo has removed the project-level profitability dashboard and shifted the analysis to dedicated reporting views (like Project Profitability, Budgets, and Forecast reports).

These reports are not limited to pivot tables only you can also explore them in list, graph, and cohort-style views depending on the data. However, the previous “all-in-one” dashboard experience is no longer available out-of-the-box.

If your workflow relies on a quick consolidated view, the practical alternatives are:

  • Using the Project Profitability report with saved filters/favorites for quick access
  • Creating a custom dashboard (via Studio or development) to bring key metrics back into a single view

So, in short the data is still there, but the unified dashboard UI has been deprecated rather than replaced with an equivalent.

Hope this works for you! If you need any help implementing this or want a more optimized approach, feel free to reach out for further discussion.

Regards,

Zehntech Technologies Inc.

santosh.sekwadia@zehntech.com

0
Avatar
Kassér
Avatar
Codesphere Tech
Bedste svar

Hello
Dashboard has now Updates in earlier version.(See screenshots).

You can add updates related to projects

You can see the multiple views related to this and filter based on your needs
Hope this helps 
Thanks


0
Avatar
Kassér
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