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Odoo v18 - Certification Prep

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Project and Timesheets

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Exam certification prep test
Odoo offers robust Project and Timesheet features that streamline project management and time tracking for businesses.

### Project Features:

  • **Task Management**: Create, assign, and prioritize tasks within projects, allowing teams to collaborate effectively.
  • **Project Planning**: Utilize Gantt charts and Kanban boards to visualize project timelines and workflows.
  • **Milestones and Deadlines**: Set milestones and deadlines to ensure projects stay on track and meet client expectations.
  • **Document Management**: Attach relevant documents and files directly to projects and tasks for easy access and organization.
  • **Reporting and Analytics**: Generate reports to analyze project performance, resource allocation, and overall productivity.
### Timesheet Features:

  • **Time Tracking**: Employees can log hours worked on specific tasks or projects, providing accurate time records.
  • **Timesheet Approval**: Managers can review and approve timesheets, ensuring accountability and accuracy in billing.
  • **Integration with Payroll**: Timesheet data can be integrated with payroll systems for seamless compensation processing.
  • **Reporting**: Generate detailed reports on time spent per project or task, helping to identify areas for improvement and optimize resource allocation.
  • **Mobile Access**: Users can track time and manage tasks on-the-go through Odoo’s mobile application.
Together, these features enhance productivity, improve project visibility, and facilitate better resource management within organizations.

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1. What are the benefits of the Kanban view?
It allows a clear overview of all the active project tasks It allows to add and edit tasks without opening each individual record It allows to drag and drop tasks to update their stage All of the above
2. Which of the following sentences is false?
Kanban stage is used to keep track of the task’s progress by dragging and dropping into different columns Task statuses can be used to close a task as well as to mark it as approved Kanban stages and task statuses are the same feature It’s possible to create custom Kanban stages
3. What is the impact of updating a task status to “changes requested”?
The task is automatically moved to the previous Kanban stage Followers of the task are notified that changes have been requested A yellow status dot shows on the task to signify that the task needs additional work before moving to the next stage All of the above
4. How to close a task?
By changing its status to “Done” or “Canceled” By moving it to the “Completed” Kanban stage By dragging and dropping it into the trash By creating a “Closure” activity
5. In order to activate Project stages in your Kanban view, you have to:
Do nothing, project stages are visible by default. Go into Project → Configuration → Settings and activate Project Stages. Go into each project’s settings to activate project stages.
6. Moving a project to a different Kanban stage affects its status.
True. False.
7. What does the colored bar at the top of each Kanban stage indicate?
The number of projects with each status in this Kanban stage. The number of allocated hours for each project in this Kanban stage. The number of projects with each tag in this Kanban stage.
8. Click the vertical ellipsis icon next to the “Office design” project, then open Dashboard. Press New to create a new Project Update. How does the new Project Update affect your project’s state?
The project’s state gets updated to the same state as given in the last Project Update. The project’s state is an average of the states given in all previous Project Updates. The project’s state is calculated based on the progress percentage in the last Project Update.
9. When creating a new project, is filling the customer field mandatory?
Yes, projects are always related to a customer. Yes, as well as the project name. No, some projects can be internal and unrelated to a customer. No, customers can only be added in the setting form of a project after its creation.
10. Where can you change the name of a project?
You cannot change the name of the project once it’s created. In the settings form of the project. In the projects Kanban view. Both in the Kanban view and the edit form of the project.
11. Return to the projects kanban view. Which of these elements does not appear on project cards?
The Due Dates. The Tags. The assigned Project Manager. The Project Description.
12. What elements can you add to differentiate projects?
Tags, colors, or/and set them as favorites. Tags or colors, but you cannot combine both elements. Nothing, all project cards look identical. A cover image.
13. How do you display the top bar :
Go to Project → Settings→ Top bar. The top bar is displayed by default. Click the "sliders" button near the top right corner of the page.
14. In order to customize the top bar, you should :
Click the "sliders" button on top of the search bar. Click the "sliders" button near the top right corner of the page. Click the "bars" button near the top right corner of the page.
15. What can’t be added to the top bar?
Stock moves. Bills of materials Dashboard. CRM.
16. How can you create custom top bar views?
It can be done through the Studio app. Click a top bar button, customize the view with keywords, filters, and grouping options using the search bar, and click Save View. It’s not possible to create custom top bar views.
17. What do the numbers at the bottom of each column on your timesheets represent?
The total number of hours logged into all projects each day. The total number of employees who worked on all projects each day. The total number of hours logged into a project for the whole week. The difference between the number of hours ordered and logged in.
18. What are the two faded columns?
These are the “bring-your-pet-to-work” days. These are the days that still require logging hours. These are the days when you have logged enough hours. They show the days off, such as the weekends, holidays, etc.
19. How many hours will Marc Demo be working on the “Research & Development” project this week?
There is no timesheets on the module for Marc Demo. 3:00 11:00 18:15
20. What does the red number on the right side of each project or task signify?
The total number of hours logged into this project or task per day. The difference between the allocated hours and the hours spent on the project The remaining hours to complete the project or task.
21. How many hours do all the employees plan to work this month?
Less than 150 hours. Between 150 and 350 hours. Between 350 and 550 hours. More than 550 hours.
22. What happens when you press “a” on your keyboard on your timesheets?
The Odoo podcast “Planet Odoo” starts to allow time to fly. A timer starts and records the time spent working on the corresponding project/task. An automatic email is sent to your manager to report your progress. It opens the corresponding project/task’s form.
23. If you record a few seconds, 15 minutes are registered. Why is that?
Because the timesheets module has a default time rounding setting of 15 minutes that cannot be changed. Because the timesheets module has a built-in time dilation feature that expands seconds into 15-minute intervals Because the minimal duration and the round up are set to 15 minutes in the module’s settings. Because the timesheets module can never record less than 15 minutes.
24. Which of the following statements is true?
You can have one email alias per each project You can have one email alias for all of your projects You can have multiple email aliases for one project All statements are correct
25. Configuring an email template on a Kanban stage means that:
An email based on the template will be sent to the customer as soon as a task is moved out from this stage into the next one An email based on the template will be sent to the customer as soon as a task is moved into this stage An email based on the template will be sent to the customer when the task is completed An email based on the template will be sent to the customer on every update of the task
26. Tasks created from a website form are created in
In the dispatch tab of the project app, where they can be assigned to the correct project In the “Website” project, which is created automatically once the Website app is installed In the project that was selected when configuring the project form in the website editor Each website form creates a new project with one task in it
27. Projects linked to sales orders are:
Billable Invoicable Accountable Payable
28. A project and/or task is automatically created as soon as the corresponding Sales Order is:
In draft Confirmed Invoiced Projects and tasks cannot be created from a Sales Order
29. How can you ensure that a new project with multiple tasks is automatically created once a service is sold?
The service needs to be configured to Create on Order: Project and Task The product needs to be configured as a service The service needs to be configured to Create on Order: Project The service needs to have a Project Template with multiple tasks linked to it
30. How can you see the status of subtasks on the Kanban card of the parent task?
Subtasks are indicated with the green check-mark symbol. Click on three vertical dots on the task, then select Subtasks. It’s not possible, you have to go into the task and then to the Subtasks tab. Subtasks and their completion status are indicated on the task card in x/x format (e.g. 1/3).
31. Is it possible to create subtasks inside of subtasks?
Yes. No. It's possible, but only for starred tasks.
32. Open any of the existing projects, then navigate to one of the tasks by clicking on its Kanban card. From here, you can create task dependencies by:
Adding another task in the Sub-tasks tab, then filling in the Blocked by column. Adding a Dependency tag. Adding another task in the Blocked by tab. Changing the task status to Blocked by.
33. Go back to the Kanban view of your project. How can you tell that a task is blocked by another task?
By the blue hourglass icon and the corresponding color in the Kanban status bar. The number of completed vs unfinished blocking tasks is indicated on the Kanban card in 1/3 format. Blocked tasks are color-coded in red. Blocked tasks are not displayed in the Kanban view until the previous task in sequence is completed.
34. Use the icons in the upper right corner of the screen to switch to the project’s Gantt view. How can you create task dependencies there?
It’s not possible. By dragging and dropping one task onto another. By stretching the task across multiple fields. By hovering over a task, then using arrows to draw dependencies with another task.
35. A task can be blocked by several other tasks.
True. False. Yes, but only when the tasks belong to different projects.
36. What do you need to do to use the Recurring Tasks feature?
Nothing, it’s activated by default. You need to activate it by going into configuration, then settings of your Project app. You need to activate it in each project where you want to use it.
37. How can you stop the recurrence of a task?
You just need to cancel the task. You need to deactivate the recurrence by clicking the recurrence button in the task. You can’t stop a recurrence after it is configured.
38. Visibility options …
Impact which part of your project an employee can see Impact which part of your project an employee can edit Impact which part of your project an employee can edit and see Make your secret crush notice you
39. What can invited portal users have access to?
Read-only version of the project Editable version of the project Either of those options is possible
40. You invoice a client based on timesheets. You worked for 10 hours, and of that, 7 hours of timesheets are validated. Can you invoice the client already?
No, you must validate all 10 hours of timesheets before invoicing. Yes, you can invoice 10 hours even if the timesheets are not validated. It depends on your DB configuration.
41. What does it mean when a sales order line turns blue?
It means that there are missing hours to invoice. It means that the sales order line is ready to be invoiced. It means that all the timesheets linked to the line have been validated.
42. What does the Non-Billable Tasks category include?
Tasks with time encoded but no sales order linked to it. Tasks with time encoded but no analytical account set. Tasks with time encoded that haven’t been invoiced. None of the above.
43. The Gross Margin is calculated based on the Timesheet Costs, that is:
The costs based on the costs set in the service. The costs based on the Project costs in the Project settings. The costs based on the Timesheet Cost set in the HR settings of the employees. None of the above.
44. To create budgets, the feature you need to enable in the Accounting’s settings is called:
Budgetary Positions. Budget Management. Analytic Accounting. None of the above.
45. Imagine you’re creating a budget. Which one of these statements is correct?
A positive amount means revenue and a negative amount means costs. Multiple budgetary positions can be allocated to a budget. The Practical Amount is the actual amount earned/spent. All of the above.
46. What is the field’s name on an expense form to inform the customer to be reinvoiced?
Customer to Reinvoice. SO to Reinvoice. Other costs. None of the above.
47. Project’s costs are linked to its:
Expenses Account. Costs Account. Analytic Account. None of the above.
48. What is a "Rating Email Template"?
A Rating Email Template contains a rating request automatically sent to the customer when the task reaches a specific stage A Rating Email Template employs AI to evaluate email content and categorize messages based on sender preferences. A Rating Email Template is an encrypted email that assigns a score to the sender's writing style and rates their grammar and vocabulary. A Rating Email Template is a digital email signature that displays the sender's rating as a user or customer of a particular product or service.
49. On what element do you set a rating email template?
On tags. On stages inside a project. On each task of a project. On project cards.
50. Can you customize a rating email template?
No, it can only be sent as it is. No, you can only attach a file to it. Yes, open the template's form from the stage's settings. Yes, but only once. To change it again, create a new template.
51. Which of the following is true?
Rating email templates can only be set for one stage. Rating email templates can be set at any stage. You cannot fold a stage with a rating email template set. Rating email templates cannot be set on unfolded stages.
52. When is the rating email sent?
Once a task enters a stage with a rating email template set. Once a task leaves a stage with a rating email template set. One day after a task enters a stage with a rating email template set. One day after a task leaves a stage with a rating email template set.
53. What is mandatory for the feature to work?
An assignee to the task. A customer with an email address. A tag defined as "to be rated." A priority star.
54. What happens when a customer clicks one of the smileys? (Psst: check tasks in the "Done" stage of the "Office Design" project.)
Their degree of satisfaction is displayed on their customer profile. The selected smiley (green, orange, or red) appears on the corresponding task card. The customer name appears the same color as the selected smiley to draw more attention. If the customer is unsatisfied, their remaining tasks are prioritized until they are satisfied.
55. What is the difference between the pivot view and the graph view?
In a pivot view, data is shown in a visual form; a graph view represents data in rows and columns. In a pivot view, data is shown in columns and rows; a graph view represents data in a stem-and-leaf plot. In a pivot view, data is shown in columns and rows; a graph view represents data in a visual form. All of the above.
56. What does the measure “Working Days to Close” calculate?
The number of working days it takes for tasks to reach the stage set as folded in the Kanban view. The number of working days it takes for tasks to reach the last stage of the Kanban view. The number of working days it takes for tasks to be completed before the deadline. None of the above.
57. I sold and invoiced 10 hours of work for 150$ per hour. The employee costs 50$ / hour. What is the project profitability if 10 hours have been worked on the project?
1000$ 500$ 2000$ 1500$
58. What can I create from my Project Overview?
A Sale Order only An Invoice only A sale order, or an invoice depending on the status
59. Where do you go to set up an automation?
In the settings of the Project application In your project’s settings In your project’s Kanban view, you have to click the gear icon next to the Kanban stage name In your project’s Kanban view, you have to click the automations button in the , top right corner
60. What’s considered a “trigger” in Automations?
The action that automatically launches another action The action that is automatically launched by another action The whole automated sequence of actions The gear icon you click to access Automations
61. Where do you set up the reminders?
Directly on the task In Configuration
62. Who can receive a reminder?
Only employees Only managers Both
63. You invoice a client based on a fixed price for a 20-hour service pack, but you only spend 16 hours working on the task. What do you do?
Issue a credit note for the remaining 4 hours. Update the sales order line to 16 hours. Update the delivered quantity to 16 hours. Nothing, the fixed price is not impacted by the time spent on the task.
64. What happens if you automate a call whenever a task reaches a specific stage?
It automatically calls the person you selected The person you selected’s phone automatically calls you It automatically schedules a Call activity in the task’s chatter AI will instantly call all followers of this task