Rehearse a project through phase planning, staff time, a client change and a billing review using the practice's real decision roles. Include an unresolved consultant dependency and a superseded drawing issue. The team should explain remaining work and fee treatment while preserving the separate authority of technical review and commercial acceptance.
Understand the decision
Use a sample project with both a fixed-fee design phase and approved additional services. Have project staff and finance follow their own records, then introduce a late client decision. The exercise should expose mismatched phase labels and missing evidence before live project reporting depends on them.
Work through the requirements
- Rehearse mixed fee and phase arrangements.
- Introduce late decisions and revised issues.
- Review outstanding work and billing evidence.
| Record or decision | Why it matters |
|---|---|
| Practice test script | Defines phase and commercial expectations. |
| Decision evidence | Shows unresolved and approved client instructions. |
| Launch reconciliation | Connects effort, commitments and intended charges. |
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
A successful task demonstration does not show that a practice can manage revisions and fee boundaries. Require the pilot to preserve decision history and reconcile commercial treatment across ordinary project and finance accounts before approving launch.
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 ↗