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3. Design and Construction Management Operations

TABLE OF CONTENTS

Overview​

This plan presents the Odoo implementation steps for design and construction management operations, including necessary modules, configuration, and implementation processes.

Modules to Deploy​

Main Module​

  • Construction Management: Comprehensive construction management module

Necessary Dependent Modules​

  1. Project and Document Management

    • Project (project)
    • Documents (documents)
    • Knowledge (knowledge)

  2. Human Resources and Time Management

    • Employees (hr)
    • Timesheets (timesheet_grid)
    • Planning (planning)

  3. Materials and Equipment Management

    • Inventory (stock)
    • Purchase (purchase)
    • Fleet (fleet)
    • Maintenance (maintenance)

  4. Customer and Contract Management

    • CRM (crm)
    • Sales (sale_management)
    • Sign (sign)

  5. Financial Management

    • Invoicing (account)
    • Expenses (hr_expense)

  6. Field Service

    • Field Service (industry_fsm)
    • Helpdesk (helpdesk)

Implementation Process​

Phase 1: Preparation and Analysis​

  1. Analyze Business Requirements

    • Interview stakeholders (project managers, engineers, architects, etc.)
    • Define current design and construction processes
    • Identify specific business requirements
    • Analyze sample projects

  2. Solution Design

    • Define project breakdown structure (WBS - Work Breakdown Structure)
    • Design project management workflow
    • Design design document management workflow
    • Design contractor management workflow
    • Identify necessary reports

Phase 2: Installation and Basic Configuration​

  1. Install Core Modules

    • Install Construction Management module and dependencies
    • Basic configuration for each module

  2. Setup Basic Data

    • Set up sample project structure
    • Import construction material categories
    • Set up contractor and supplier lists
    • Set up design document templates
    • Import equipment and vehicle lists

  3. Configure Business Processes

    • Set up project management workflow
    • Configure design workflow
    • Set up construction workflow
    • Configure quality inspection workflow
    • Set up contractor management workflow

Phase 3: Customization and Development​

  1. Customization per Specific Requirements

    • Adjust project templates according to construction type
    • Customize design approval workflow
    • Develop specific reports
    • Customize cost estimation workflow

  2. Integration with Existing Systems (if needed)

    • Integrate with CAD/BIM software (if applicable)
    • Integrate with accounting system (if applicable)
    • Integrate with other systems

  3. Develop Additional Features

    • Develop project progress tracking features
    • Customize design change management workflow
    • Develop project risk management features
    • Develop quality management features

Phase 4: Testing and Training​

  1. System Testing

    • Module testing
    • Integration testing
    • Performance testing
    • User Acceptance Testing (UAT)
    • Testing with sample projects

  2. User Training

    • Train system administrators
    • Train project managers
    • Train design engineers
    • Train site supervisors
    • Train project accountants

  3. Prepare Documentation

    • User manuals
    • Business process documentation
    • System administration documentation
    • Project management process documentation

Phase 5: Deployment and Support​

  1. Data Migration

    • Import current project data
    • Import contractor and supplier data
    • Import design document data

  2. Go-live

    • Final check before go-live
    • Official deployment
    • On-site support during initial days
    • Apply to pilot projects

  3. Post-implementation Support

    • Technical support
    • Resolve arising issues
    • Evaluate system efficiency
    • Optimize processes