Establish an opening snapshot of accepted deliverables, pending client decisions, associate commitments and reviewed billing positions. Map legacy time and expense categories to that scope, preserving source references for later investigation. Do not equate a submitted report with accepted completion or all recorded effort with an amount that can be billed.
Understand the decision
An engagement may be nearly complete while waiting for a steering meeting, and some reimbursable costs may not yet have arrived. The migration should preserve those remaining obligations and financial assumptions. Review confidential working files separately from the administrative information staff need to manage the project.
Work through the requirements
- Map current deliverables and pending decisions.
- Reconcile associate costs and approved expenses.
- Agree billed and reviewed unbilled positions.
| Record or decision | Why it matters |
|---|---|
| Opening engagement sheet | Explains remaining delivery and acceptance obligations. |
| Cost cross-reference | Connects associate and expense commitments. |
| Financial reconciliation | Documents prior billing and opening differences. |
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
Migrating every research file into broadly visible project records can create unnecessary exposure. Separate administrative continuity from confidential evidence, and reconcile the accepted commercial position with finance before imported statuses drive forecasts or invoices.
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 Management 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: timesheet configuration and recording ↗Odoo 19: project milestones ↗