Project Profitability for Odoo 19 Community – Revenue, Costs and Margin of Every Project
See which projects make money in Odoo Community: revenue, costs and margin from timesheets, vendor bills and customer invoices in one report, a target margin per project and a warning when a project falls below it.
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Usage
Install and use it in a few lines.
project = env['project.project'].browse(project_id)project.tx_revenue, project.tx_cost, project.tx_margin, project.tx_margin_pct, project.tx_below_targetrows = env['taqnix.project.profit']._read_group([('project_id', '=', project.id)], ['kind'], ['revenue:sum', 'cost:sum'])env['project.project']._cron_margin_alert() # an activity for the manager of each project below its target
Documentation
Setup, settings and troubleshooting, written by the author.
Profitability report over the analytic lines of the projects: revenue, costs, margin, hours by kind
Pivot, graph and list with filters and groupings
Profitability tab and Margin % button on the project
Target margin per project, below-target filter, optional weekly warning to the manager
Arabic translation, automated tests
Frequently asked questions
Where do the figures come from?+
From the analytic account of each project, which Odoo fills with the timesheets, the vendor bills and the customer invoices whose lines carry that analytic account.
How are the timesheets valued?+
At the hourly cost set on the employee, as Odoo does when the time is logged.
Do credit notes count?+
Yes: a customer credit note reduces the revenue and a vendor credit note reduces the costs.
Can I set a target margin?+
Yes, per project (20% by default). A project below its target gets a red warning and appears in the Below target margin filter.
Does it warn the project manager?+
An optional weekly scheduled action gives the manager an activity for each project below target, at most once a month per project. It is switched off until you activate it.
Who can see it?+
Project managers and accounting managers. Other project users see neither the report nor the figures.
Does it change my accounting?+
No. It only reads the analytic lines; it is a management view that does not replace the accounting reports.
Does it work in Arabic?+
Yes. The module is translated and works right to left, and the documentation is in Arabic too.
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