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Odoo project and resource management for engineering consultancies.

For consulting engineering firms that need discipline budgets, engineer utilization, outsourced analysis and client change requests tied to each work package and invoice.

Book an ERP Readiness Call

Free, 30 minutes, with a senior consultant. You leave with a recommended first phase or a clear reason to wait.

Odoo screen for engineering services

Staff each project by discipline and invoice every approved change request. Track every engineering hour, subconsultant invoice and change request against the work package it belongs to.

  • Work packages that hold their budget

    Each work package carries its discipline hours, subconsultant costs and milestones, so overruns show up while the package is still running.

  • Utilization you can plan against

    Planning shows which engineers and technicians are booked, free or overcommitted across projects and disciplines, including who can take the next bid.

  • Extra scope on the invoice

    Change requests from clients go through an approval step and become their own billing line, so added work is invoiced.

Core and Growth for engineering consultancies

Pick Core if timesheets, subconsultant orders and invoicing need fixing first. Pick Growth when hiring, engineer skills records and client technical queries take up your principals' week. Both include training, a dedicated project manager and launch stabilization.

Core

For consultancies that want work-package budgets, utilization and billing on the same record.

DeliveryProposed 12 to 14 weeks

  • Customization: Up to 32 hours, for example discipline and grade fields, work-package templates, a change-request approval and invoice layouts.
  • AI use cases: 2 use cases, each tested and signed off by a Flectic consultant before go-live: one drafting workflow, such as work-package progress summaries from timesheet notes, and one classification workflow, such as tagging incoming specifications by discipline.
  • Data migration: 1 source system; up to 8 agreed data objects, for example clients, open projects, work packages, service rates and subconsultants.
  • Integrations: 1 named standard connector, agreed in discovery.
  • Launch stabilization: 30 business days; up to 10 advisory hours.
Scope the Core package for your firm

Growth

For firms that also need engineer records, a client query desk and director dashboards.

DeliveryProposed 14 to 18 weeks

Everything in Core, plus:

  • Customization: Up to 64 hours instead of 32, for example skills fields for staffing and further approval rules.
  • AI use cases: Core's 2 use cases plus 3 more, for example change-request drafts and up to 2 internal agents grounded in your approved procedures. A Flectic consultant tests each one before go-live, and a principal checks every draft before it reaches a client.
  • Data migration: Up to 3 source systems instead of 1, with no limit on data objects, which allows past timesheets or closed-project budgets if agreed in discovery.
  • Integrations: Up to 3 named standard connectors instead of 1.
  • Launch stabilization: 45 business days instead of 30, with up to 22 advisory hours instead of 10.
Scope the Growth package for your firm

Timelines depend on scope, data readiness and timely client decisions.

How an engineering firm goes live on Core

A proposed 12 to 14 weeks in five stages, from mapping disciplines to stabilization. Growth adds a second test cycle and up to two rollout waves.

  1. 01

    Map disciplines and fee types

    We document your disciplines, grades and fee types, the connector you need and up to 8 data objects to migrate.

  2. 02

    Configure work packages

    Customization, up to 32 hours, goes to discipline fields, work-package templates, the change-request approval and invoice layouts.

  3. 03

    Move clients and open projects

    Clients, open projects, work packages and service rates come across from one source system, from clean import files you supply.

  4. 04

    Test with real work packages

    One user acceptance test cycle, with defect retest, takes real work packages from proposal to invoice; then 6 two-hour training sessions for up to 8 champions.

  5. 05

    Go live and stabilize

    For 30 business days after go-live, launch stabilization gives you up to 10 advisory hours with the consultant who configured your work packages. Flectic stays on after that, and later improvements are scoped as a new phase.

Scope by scope: what a consulting engineering firm gets

Growth includes everything in Core. Each row shows where Growth goes further.

DeliverableCoreGrowth
App coverageCore apps listed below, configured around work packages, timesheets, subconsultant purchasing and billing.Everything in Core, plus the Growth apps listed below for engineer records, leave and client queries.
CustomizationUp to 32 hours, for example discipline and grade fields, work-package templates, a change-request approval and invoice layouts.Up to 64 hours instead of 32, for example skills fields for staffing and further approval rules.
AI use cases2 use cases, each tested and signed off by a Flectic consultant before go-live: one drafting workflow, such as work-package progress summaries from timesheet notes, and one classification workflow, such as tagging incoming specifications by discipline.Core's 2 use cases plus 3 more, for example change-request drafts and up to 2 internal agents grounded in your approved procedures. A Flectic consultant tests each one before go-live, and a principal checks every draft before it reaches a client.
Data migration1 source system; up to 8 agreed data objects, for example clients, open projects, work packages, service rates and subconsultants.Up to 3 source systems instead of 1, with no limit on data objects, which allows past timesheets or closed-project budgets if agreed in discovery.
Third-party integrations1 named standard connector, agreed in discovery.Up to 3 named standard connectors instead of 1.
Reporting4 configured native reports or views, such as hours against budget per work package, utilization by discipline, unbilled time and open subconsultant orders.Adds 1 dashboard per module to Core's 4 reports, for example margin by project and workload by discipline.
Training6 two-hour sessions for up to 8 champions, for example discipline leads, project managers and finance; recordings and 8 process guides.Unchanged from Core: 6 two-hour sessions, up to 8 champions, recordings and 8 process guides.
Project managementDedicated manager; weekly 30-minute status meeting.Dedicated manager; weekly 1-hour status meeting instead of 30 minutes, plus a fortnightly steering review.
Testing and launch1 formal user acceptance testing (UAT) cycle plus defect retest; cutover rehearsal, sign-off and one go-live.2 UAT cycles instead of 1, plus cross-company and integration tests and up to 2 planned rollout waves.
Launch stabilization30 business days; up to 10 advisory hours.45 business days instead of 30, with up to 22 advisory hours instead of 10.
Delivery timeline12 to 14 weeks14 to 18 weeks

The Odoo apps for engineering delivery

Odoo appKey featuresWhat it does for your firm
ContactsCompanies; people; addresses; tagsMaintain clients, technical contacts, subcontractors and partners.
CRMLeads; pipeline; activities; forecastingTrack engineering enquiries, tenders and bids by discipline.
SalesQuotes; orders; pricing; billing policiesPrepare fixed-fee, hourly and milestone engineering proposals.
SubscriptionsRecurring plans; invoices; renewalsBill continuing technical support and advisory contracts.
Accounting / InvoicingLedger; invoices; taxes; reconciliation; analyticsManage finances and analyze project or discipline revenue and cost.
ExpensesReceipts; approvals; reimbursement; reinvoicingCapture field travel and recover chargeable project expenses.
ProjectTasks; stages; milestones; dependencies; profitabilityCoordinate work packages, deliverables and dependencies.
TimesheetsTime entry; task allocation; validation; reportingMeasure engineering effort and support time-based invoicing.
PlanningRoles; shifts; schedules; project allocationAllocate engineers, technicians and specialist capacity.
PurchaseSuppliers; RFQs; purchase orders; analytic allocationProcure outsourced design, specialist analysis and services.
Field ServiceTasks; assignments; scheduling; worksheetsSchedule site assignments and capture structured field observations.
DocumentsFolders; tags; requests; sharing; access rightsOrganize specifications, calculation files and deliverable records.
SignTemplates; roles; signing order; request statusRequest signatures on commercial contracts and service agreements.
AppointmentsBooking types; availability; questions; remindersBook client consultations, design reviews and project checkpoints.
AIContextual drafting; summaries; classificationDraft progress summaries and classify project information.
StudioFields; views; layouts; automation; approval rulesConfigure discipline fields, review steps and field worksheets.

Configuration focus. Discipline and grade fields, work-package templates, a change-request approval and invoice layouts for fixed-fee and hourly work.

Feature coverage, budgets, company setup and accounting localization for your country are agreed during design. Invoicing sits within Accounting; Calendar handles meetings and reminders. Essential contact/staff records support the configured workflows. Odoo Enterprise with Studio-compatible licensing is assumed.

Questions buyers ask

Can Odoo bill fixed-fee, hourly and milestone work for the same client?

Yes. Each service on a quote has its own billing basis: fixed price, timesheets or milestones. One project can bill a fixed-fee concept design, hourly specialist support and a milestone for the final report. Timesheet hours update the hourly lines, ready to invoice.

How do we see utilization by engineer and discipline?

Timesheets record every hour against a work package, and Planning shows who is booked, free or overbooked across projects. Core configures a utilization-by-discipline report from that data, and Growth adds a dashboard per module for directors.

What happens when a client asks for work outside the agreed scope?

Core sets up a change-request approval in Studio. The request is logged against the work package, approved by a principal and added to the client's order as a separate service line, so the extra hours are invoiced.

Can subconsultant and outsourced analysis costs sit against the project?

Yes. Subconsultant purchase orders are coded to the project's analytic account, and their cost joins project profitability next to your own engineering hours after the vendor bill is posted. Open orders appear in a subconsultant commitments report, so you see what is owed before the bill arrives.

Can Odoo handle resource management for an engineering firm?

For firms of 20 to 100 people, yes. Planning assigns engineers by role and project, Timesheets compare booked and recorded hours, and Growth adds skills to employee records to inform staffing choices. If you need skills-matched forecasting across a much larger workforce, a dedicated resource tool may fit better, and we will say so in discovery.

What changes if we choose Growth over Core?

Growth keeps every Core deliverable. It adds engineer records and skills, hiring, leave planning, a client query desk and director dashboards, raises customization to 64 hours and lets you bring up to 3 source systems and 3 named connectors, over a proposed 14 to 18 weeks.

What is priced separately from the package?

Odoo licenses (Enterprise is assumed), hosting, taxes and paid connectors are confirmed separately. Calculation, CAD and analysis software stays in use alongside Odoo. Work after stabilization is a new phase. Timelines depend on scope, data readiness and your directors' decision speed.

Where to go from here

Talk to a consultantBook an ERP Readiness CallA 30-minute call to choose between Core and Growth for your firm, ending with a recommended package and first phase, or a clear reason to wait.Run the numbersEstimate your Odoo cost$24.90Odoo Standard, per user a month in year onePlan, users, hosting and implementation, with first-year and three-year totals.
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