Finalizar Configuración Odoo 17 ERP

@AZTURK1

Hi there, He revisado que Odoo 17 Enterprise ya está corriendo en un droplet Ubuntu 22.04 en DigitalOcean con l10n_do y múltiples módulos; puedo finalizar la integración CRM→Proyectos y añadir EVM, dashboards y milestones sin afectar producción. - Conectaré CRM al módulo Proyectos: configuración de relaciones (lead→project), reglas automáticas de creación/actualización y vistas para seguimiento de estado. - Implementaré métricas EVM con líneas base de tiempo y costos (PV, AC, EV) y cálculos de CPI/SPI; incluiré validación con datos reales y pruebas unitarias. - Crearé un Dashboard de KPIs único en Odoo con vistas kanban/graph/measure y reportes descargables. - Definiré y automatizaré hitos dentro de Proyectos con acciones programadas y notificaciones. - rollback plan: backup checkpoint y staged deployment en una rama de prueba antes de cortar a producción. Skills: ✅ Odoo 17 Enterprise ✅ Ubuntu 22.04 / DigitalOcean droplet ✅ Integración CRM→Projects / workflow automation ✅ EVM (PV, AC, EV, CPI, SPI) / reporting ✅ Dashboards / Data Visualization / QWeb/N8n or Odoo Studio Certificates: ✅ Microsoft® Certified: MCSA | MCSE | MCT ✅ cPanel® & WHM Certified CWSA-2 Puedo comenzar de inmediato y entregar documentación paso a paso y manual de usuario. ¿Deseas que trabaje directamente en el servidor de producción vía SSH o preparo primero una rama/entorno de staging para validación? Saludos,

@ERPHarborCS

Hello, I bring over 14 years of dedicated experience working with Odoo, from version 5 to the latest v19 in both Enterprise and Community editions. As an Odoo-certified consultant, I specialize in delivering tailored solutions to meet your business needs. My services include: Installation, Implementation, and Configuration Customization and Consultation Migration and Training Integration with APIs and 3rd-party applications I also have extensive experience deploying Odoo on various platforms, including any cloud environment and Odoo.sh. As an active member of OCA and the Odoo community, I hold a top position on the Odoo Forum (view profile). This reflects my commitment to sharing knowledge and staying at the forefront of the Odoo ecosystem. When you partner with me, you can expect quality, reliability, and a deep understanding of your unique requirements. I look forward to helping your business unlock its full potential with Odoo. Let’s discuss how I can support your goals!

@emilesd617

Hi, I am an Odoo 17 ERP configuration specialist with 8 years of rich experience in software development, with a background in Odoo Enterprise, CRM, Projects, accounting analytics, KPI dashboards, and Ubuntu server environments. I am familiar with Odoo 17 Enterprise, CRM, Projects, EVM reporting, DigitalOcean, and data visualization. For this project, the most important part is connecting CRM, Projects, analytics, and dashboards into one clear workflow so your team can track project progress and financial performance in Odoo without manual work. I can finalize the CRM-Project configuration, implement EVM metrics, create KPI dashboards, automate milestones, and document each setup step clearly. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.

@Shrutibimpl

Hello There, As per my understanding you want a finalized Odoo 17 Enterprise configuration to bridge your CRM and Project modules while implementing advanced Earned Value Management metrics and a KPI dashboard for your Dominican Republic operations. I have hands on experience deploying Odoo 17 Enterprise and customizing the project accounting engine to handle complex financial reporting and multi module integrations. I will turn your existing setup into a fully automated project management office where your sales team can see real time project progress without leaving the CRM. You will gain total visibility over your budget and schedule performance through professional dashboards that show exactly where your projects stand financially. This means no more manual data entry or guessing on profitability because every purchase and task update will feed directly into your project health metrics like PV, AC, and EV automatically. Best regards, Bharat Joshi

@FizzaNadeemK

Hola, puedo completar tu Odoo 17 Enterprise integrando CRM con Proyectos, configurando métricas EVM con líneas base de tiempo y costo, y creando un dashboard unificado de KPIs. He implementado dashboards financieros y workflows avanzados en Odoo para clientes en USA, UK y Alemania, asegurando métricas precisas y automatización de hitos. Entregaré todo documentado paso a paso para usuarios y técnicos. ¿Prefieres que configure los KPIs con widgets estándar de Odoo o podemos usar vistas personalizadas para mayor flexibilidad? Best Regards, Fizza Nadeem K

@tmozos

Hola, Soy desarrollador con más de 20 años de experiencia y llevo los últimos 10 trabajando con Odoo, desde la versión 10 hasta la 19. He trabajado en implantaciones, desarrollos a medida, integraciones y automatizaciones, tanto en Community como Enterprise. En tu caso puedo ayudarte a cerrar la implantación de Odoo 17 Enterprise conectando CRM con Proyectos, preparando las métricas EVM, creando un dashboard claro de KPIs y dejando los hitos funcionando dentro del flujo de proyectos. Ya he trabajado en proyectos donde Odoo se usa como núcleo de gestión: compras, analítica, fabricación, proyectos, stock, integraciones externas y reporting personalizado. También tengo experiencia trabajando directamente en servidores Linux por SSH, así que no tendría problema en revisar el entorno actual en DigitalOcean y completar los ajustes sobre la instalación existente. Escríbeme y hablamos. Un saludo. Tristán Mozos

@ambientinfotech

Hi Sir, I can efficiently handle all the tasks mentioned in the job summary with high-quality features and functionality. I am a self-motivated and experienced Odoo developer and tech partner, focused on delivering reliable solutions and complete customer satisfaction. I assure you of 100% quality work and timely delivery. Let’s connect to discuss further. Thanks,

@eliza019

Hello, I’ve carefully reviewed your project and understand that you need someone who can handle engaging content creation while also supporting light video polishing to keep the overall creative package cohesive and on-brand. I have experience writing conversational yet professional content for blogs, websites, and social media, and I’m comfortable adapting to existing style guides and brand voice requirements. I focus on creating clean, engaging copy that feels natural, audience-focused, and ready for immediate publishing. On the visual side, I can also assist with light video editing tasks such as transitions, pacing, simple effects, and polishing short-form clips into smooth, cohesive pieces suitable for modern digital platforms. I understand the importance of maintaining consistency between written and visual content so the final deliverables feel unified. You will receive: • polished copy in Google Docs or Word, • edited 1080p H.264 video exports, • and organized project files for future edits if needed. I work efficiently with feedback cycles and understand the importance of quick turnaround and clean final delivery. Ready to start immediately. Best regards.

@jordanrafael7

Hola, espero que te encuentres bien. **Experiencia previa:** He trabajado con Odoo 17 Enterprise en entornos productivos, incluyendo CRM, Proyectos, Contabilidad Analítica, dashboards KPI y automatización de flujos. También tengo experiencia trabajando sobre servidores Ubuntu en DigitalOcean vía SSH. **Plan de trabajo:** 1. Conectar CRM ↔ Proyectos para visualizar progreso, tareas y estado directamente desde oportunidades. 2. Implementar métricas EVM (PV, AC, EV, CPI, SPI) utilizando líneas base de tiempo y costos. 3. Crear dashboard unificado con KPIs financieros y operativos en tiempo real. 4. Configurar hitos (milestones), automatizaciones y seguimiento visual dentro de Proyectos. 5. Validar integración con compras y contabilidad analítica existente. 6. Documentar configuraciones, vistas y procesos aplicados paso a paso. **Entregables:** * Integración CRM-Proyectos funcional * Reportes EVM validados * Dashboard KPI centralizado * Hitos automatizados y visibles * Manual técnico + guía de usuario **Cronograma estimado:** * Fase 1: 2 días (CRM + milestones) * Fase 2: 2–3 días (EVM + KPIs) * Fase 3: 1 día (pruebas + documentación) Total: ~5–6 días. Puedo integrarme rápidamente a tu entorno actual y cerrar los puntos pendientes de forma estable y documentada.

@technologiesit

With over a decade of experience in Full Stack Development and as a Digital Solutions Expert, I believe I have the skills and expertise needed to effectively complete your Odoo 17 ERP project. Having completed 100+ successful projects and holding a solid 10+ years of experience, I ensure not only a fast delivery but also clear communication throughout the project duration. My experience with Odoo is not only limited to its installation but also extends to customization, configuration, and integration with various modules. Within this scope, I have specialized in CRM management and implementing project metrics such as EVN, SPI, CPI which will both align perfectly with your needs and make the final stage of your project management more efficient. Moreover, I understand the importance of providing comprehensive documentation alongside delivery, ensuring there's clarity on every configuration applied. It would be my honor to assist you in these final stages of your Odoo 17 Enterprise implementation and build a solution that aligns with your exact vision and requirements. Rest assured, you're partnering with someone dedicated to delivering quality work; let's turn your visions into reality!

@josephd205

Dear Client, How are you? I hope this proposal finds you well. I'M A CERTIFIED DEV & EXPERIENCED EXPERT IN ODOO This is to inform you that I have KEENLY gone through your project description, CLEARLY understood all the project requirements as instructed in your project proposal and this is to let you know that I will perfectly deliver as desired. Being in possession of all stated required skills as this is my field of professional specialization having completed all certifications and developed adequate experience in the respective field, I hereby humbly request you to consider my bid for professional, quality and affordable services that meet all your requirements. I always guarantee timely delivery and unlimited revisions where necessary hence you are assured of utmost satisfaction when working with me. Please send me a message so that we can discuss more and seal the project. WELCOME.

@jvy7802

Hi, This is Jorge from IT GLOBAL SOLUTION LLC, based in the U.S. I’ve worked on advanced Odoo ERP environments where the challenge was not installation, but completing the operational layer that connects accounting, CRM, analytics, and project execution into a fully usable management system. Your Odoo 17 Enterprise environment already has a strong foundation, and the remaining work is exactly the kind of functional optimization and integration I handle regularly. I can help finalize the CRM ↔ Projects integration so opportunities, project stages, and operational progress remain connected in a clean workflow. For the EVM requirement, I would structure the metrics layer around both schedule and cost baselines to calculate and validate indicators like PV, AC, EV, CPI, and SPI directly against your analytical accounting and project data. For the KPI dashboard, I would create a centralized operational view combining financial, analytical, and project execution indicators into a single interface that management and teams can use daily. I also have experience automating milestones and project triggers within Odoo workflows so project visibility and status tracking become more actionable for the entire team. I’m comfortable working directly through SSH on Ubuntu/DigitalOcean environments and documenting each configuration, custom view, automation, and dashboard element so future maintenance remains manageable internally. Let’s connect and go over the details. Best, Jorge

@johnp375

Hola, he revisado detalladamente los requerimientos de tu proyecto. Tengo experiencia sólida en Odoo 17 Enterprise, específicamente en la integración de módulos de proyectos con contabilidad analítica y la creación de reportes personalizados. Mi propuesta para cerrar tu proyecto: 1. Integración CRM-Proyectos: Configuraré campos relacionales y "smart buttons" en las oportunidades para visualizar el estado, tareas y progreso del proyecto vinculado sin salir del CRM. 2. Implementación EVM (Valor Ganado): Esta es la parte crítica. Utilizaré los datos de planificación (línea base) y los partes de horas (costes reales) para calcular PV, AC, EV y derivar los índices CPI/SPI mediante campos calculados o vistas SQL personalizadas si es necesario para garantizar la precisión. 3. Dashboard Unificado: Utilizaré la aplicación de Dashboards de Odoo 17 (basada en hojas de cálculo) para consolidar indicadores financieros (presupuesto vs real) y de progreso en una sola pantalla visual. 4. Hitos (Milestones): Configuraré la funcionalidad nativa de hitos en proyectos, asegurando que se activen automáticamente al completar tareas clave o fases específicas. Cuento con disponibilidad para trabajar vía SSH en tu droplet de DigitalOcean y entregaré la documentación técnica paso a paso solicitada. Podemos tener estos ajustes listos en una semana. Quedo a la espera de tu confirmación para iniciar.

@krisk63

I'm Kris from McKinney, Texas and have been working as a Sr. software engineer for over 15 years. I've worked on similar projects before, and with over 15 years of experience as a senior full-stack and AI engineer, I'm fully qualified to delivery this properly. I’m available to start right away and would be happy to discuss the details whenever it’s convenient for you. I would love to connect in chat to discuss details. Warm regards, Kris Kramer

@GenoraLabs

Hello, I see that you already have Odoo 17 Enterprise up and running with various advanced modules on DigitalOcean. I'm curious to know more about the specific challenges you are facing in completing the last adjustments to ensure seamless functionality from end to end. My approach would be to thoroughly analyze the current setup and identify the gaps that need to be addressed to achieve the desired seamless integration between CRM and Projects, implement EVM metrics with baseline time and cost, create a comprehensive KPI dashboard, and automate project milestones within the Projects module. Core Deliverables: - Seamless integration of CRM with Projects - Implementation of accurate EVM reports validated against baseline - Unified dashboard displaying operational KPIs - Active and visible project milestones for the team - Detailed technical and user manuals for the implemented configurations I'll share relevant examples from my Odoo 17 Enterprise portfolio with you via direct message. My experience in Odoo customization and integration ensures a high-quality and consistent delivery. I'd be happy to discuss your project further and provide insights on how I can assist in achieving your objectives effectively. Best regards, Malaika

@thomash358

I understand you need to finalize your Odoo 17 Enterprise setup, connecting CRM to Projects, implementing EVM metrics, creating a unified KPI dashboard, and automating project milestones. I have extensive experience configuring Odoo 17 Enterprise for analytics-driven project management, including CRM integration, financial reporting, and dashboard development. My approach is to first link CRM opportunities to project tasks for real-time progress tracking, then implement EVM metrics (PV, AC, EV, CPI, SPI) using both time and cost baselines. I will design a single-screen KPI dashboard combining financial and project progress indicators, and define milestones within Projects with automated notifications. All configurations will be tested end-to-end, with full step-by-step documentation for admin and users. Could you clarify if you prefer standard Odoo dashboards or custom views, and whether milestone automation should trigger alerts to specific teams? I am ready to work via SSH and can deliver a fully functional, documented system promptly.

@HamparProd

Hola, Este es un trabajo de cierre y estabilización, no una instalación desde cero. Mi enfoque sería revisar primero la configuración actual de Odoo 17 Enterprise, los módulos instalados, el plan analítico, las 122 tareas importadas, compras, presupuestos y localización Dominicana. Después implementaría la conexión CRM → Proyectos para que cada oportunidad permita visualizar avance, estatus, tareas/hitos y métricas relevantes. Para EVM, configuraría la lógica de línea base de tiempo/costo y los indicadores PV, AC, EV, CPI y SPI, validando los cálculos contra los datos actuales de proyectos y analítica. Luego crearíamos un dashboard unificado con KPIs financieros y operativos para que el equipo pueda ver avance, desviaciones, presupuesto y salud del proyecto en una sola pantalla. También dejaría los hitos definidos y visibles dentro de Proyectos, con automatizaciones según reglas acordadas. He trabajado con sistemas ERP/CRM, dashboards operativos y configuraciones de negocio donde la prioridad es que los módulos trabajen correctamente juntos, no solo que existan por separado.

@hayleyc27

With comprehensive skills in CRM, Data Visualization and a proficiency in Odoo, I have the expertise you need to elevate your current Odoo 17 Enterprise system. Having developed numerous Odoo solutions from the ground up, I understand its robust capabilities and have extensive experience working with the different modules it offers. This includes configuring CRM and connecting it seamlessly to the Project module as you require. Following an agile approach, I will ensure that every milestone is met efficiently, keeping your business goals at the forefront of my work. Importantly, I always prioritize producing high-quality documentation for all my configurations. This means not only will you be receiving a fully functional CRM-Proyectos connection with active project milestones and EVM metrics implemented accurately, but you will also have step-by-step guides on how each configuration was applied and any views or dashboards created.

@freelancer2227

Hola, he revisado el estado actual de tu implementación y realmente ya tienen una base bastante avanzada en Odoo 17 Enterprise. Lo que falta ahora no es una instalación básica, sino cerrar correctamente la capa operativa y analítica para que CRM, Proyectos y Contabilidad trabajen como un ecosistema integrado y útil para la toma de decisiones. El enfoque aquí debe ser estabilidad, trazabilidad y métricas realmente accionables. Mi propuesta sería completar la integración CRM → Proyectos asegurando visibilidad directa del avance desde las oportunidades, y construir la lógica EVM tomando en cuenta tanto la línea base temporal como financiera para que los indicadores (PV, EV, AC, CPI y SPI) tengan consistencia real dentro del flujo operativo. Como mejora estratégica, plantearía estructurar el dashboard KPI con vistas ejecutivas y operativas separadas, permitiendo que gerencia vea métricas clave rápidamente mientras el equipo pueda monitorear hitos y desviaciones sin navegar entre múltiples módulos. Puedo trabajar directamente vía SSH sobre el droplet y documentar cada configuración aplicada para que el sistema quede mantenible a futuro. Presupuesto: USD 420 Incluye: configuración completa, validación funcional, documentación técnica/usuario y hasta 3 rondas de ajustes puntuales posteriores a la entrega. El tiempo estimado para completar y probar todo