Map the accepted appointment to design phases, deliverables, client decisions and consultant responsibilities. Preserve assumptions about review rounds and excluded services, then define the evidence supporting each commercial milestone. Keep professional document review separate from administrative progress so a finished task does not automatically imply that a drawing is authorized for issue.
Understand the decision
A project may move from concept options into developed design while some client selections remain undecided. Different consultants can work to different deadlines. The delivery plan should expose those dependencies and identify which decisions change the agreed service rather than simply increasing the number of tasks.
Work through the requirements
- Define phase deliverables and review assumptions.
- Assign client and consultant decision owners.
- Link billing stages to agreed evidence.
| Record or decision | Why it matters |
|---|---|
| Appointment baseline | Preserves accepted scope and exclusions. |
| Decision schedule | Tracks client choices affecting delivery. |
| Deliverable register | Connects document revisions and review responsibility. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Copying a standard design-stage template does not capture the actual appointment. Review deliverables, decision dependencies and excluded services with the project lead so operational planning and commercial expectations begin from the same accepted scope.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Architecture and design practices in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: project management ↗Odoo 19: project milestones ↗Odoo 19: timesheet configuration and recording ↗