Record the reason for additional research and identify which accepted deliverable it supports. Distinguish a changed client question from normal clarification or internal rework, then review its schedule and commercial effect. Preserve actual staff and associate effort even where the fee stays fixed so the project manager can understand the full cost.
Understand the decision
An initial interview set may reveal a missing stakeholder group or unreliable data that needs investigation. The team should explain why more work is needed and what decision it enables. Commercial treatment should follow the engagement agreement rather than automatically treating every extra interview as a separately billable item.
Work through the requirements
- Explain the reason for additional research.
- Link effort to the affected deliverable.
- Approve revised scope or priority explicitly.
| Record or decision | Why it matters |
|---|---|
| Research decision | Explains the information gap and response. |
| Effort record | Tracks staff and associate work accurately. |
| Scope review | Records agreed schedule and fee 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
More activity does not necessarily mean more accepted scope. Preserve the decision that justified the additional research, and keep internal quality work distinct from customer-authorized additions before updating the forecast or proposing extra charges.
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 ↗