Migrate unfinished projects with a clear position for accepted scope, approved variations, supplier commitments and invoiced amounts. Preserve the relationship between work packages and their source documents, then reconcile project totals with finance. Do not convert every historical estimate line into new deliverable work simply because it appears in the export.
Understand the decision
An existing project can contain superseded quotes, partially received equipment, labour already billed and approved changes not yet invoiced. Choose a cutover point that lets the supervisor identify remaining work and finance explain the opening position without recreating the entire project history manually.
Work through the requirements
- Separate superseded and accepted scope.
- Reconcile commitments against received materials.
- Agree billed and unbilled opening positions.
| Record or decision | Why it matters |
|---|---|
| Project cutover sheet | Defines remaining scope and approved changes. |
| Commitment register | Shows outstanding supplier obligations. |
| Billing reconciliation | Explains prior invoices and remaining value. |
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 matching project total can conceal duplicated variations or missing purchase commitments. Reconcile the components supervisors and finance rely on, and retain a controlled source cross-reference for every unresolved opening difference.
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 Electrical contractors 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 ↗