BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

The life of a project

Dashboards (BI)

How do I get the results table of the projects month by month?Billing, costs by type, work executed but not certified, result and margins per project.

Where BIM › BI › BI › Result Table

Before you start

BI User or BI Administrator profile.

How do I get the results table of the projects month by month?

Steps

  1. Go to BI › BI › Result Table and click New.
  2. Enter From Date and To Date.
  3. Filter by Projects, by project State or by Site Manager. Without filters, all projects are included.
  4. Click Calculate: one line is created per project and month.
  5. Read the columns: WF orig, WF-M and WF-A (billed); Orig. Cost, Cost-M and Cost-A (cost), broken down into Mat., Partner., Attend., Travel and Others; A/P-M and A/P-A; OENC-M and OENC-A (work executed but not certified); R-Orig and R-A (result); %GM orig, %GM-A, %NM orig and %NM-A.
  6. With the Lines button you open them in a list to filter and export.
Warning

If you are not a BI Administrator, you can only calculate if you are the only Site Manager selected; otherwise it warns “You do not have the necessary permissions to perform this action.”

Each calculation deletes the previous lines of that table.

Site note

Columns ending in M are for the month, in A for the year and in orig since inception. Show or hide columns with the optional columns icon.

Completed Other Expenses go into the Others column.

Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19