Translate the accepted proposal into deliverables, review responsibilities, customer inputs and commercial assumptions. Link each phase to the evidence required for its agreed billing treatment, keeping additional services distinct from the base engagement. Preserve the technical review process separately so completing an administrative task does not imply professional approval of a design.
Understand the decision
A project may include an options assessment, a developed design and responses during construction, each dependent on different client information. The project manager needs to see those dependencies and exclusions. Staff also need a clear place to record effort without deciding commercial eligibility from the timesheet alone.
Work through the requirements
- Define deliverables and required customer inputs.
- Assign technical and commercial review owners.
- Map phases to the accepted fee structure.
| Record or decision | Why it matters |
|---|---|
| Proposal baseline | Preserves deliverables, assumptions and exclusions. |
| Deliverable register | Identifies revisions and responsible reviewers. |
| Fee mapping | Connects phases to commercial treatment. |
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
Using one completed status for drafting, checking and commercial acceptance hides important responsibilities. Keep the review stages distinct and have the project owner explain which evidence supports release and billing under the actual engagement.
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 Engineering consultancies 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 ↗