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 see the milestone analysis of all projects?The milestone indicators added up for the whole portfolio, with a summary and cost by project.

Where BIM › BI › Dashboards › Projects: Milestone Analysis

Before you start

BI User profile.

How do I see the milestone analysis of all projects?

Steps

  1. Go to BI › Dashboards and open the Projects: Milestone Analysis tab.
  2. At the top you have the totals of all active projects with milestones: Contract, Invoiced to Date, Actual Cost to Date, SPI, CPI, margin and treasury.
  3. The S-curves and the cash flow add up all projects by month.
  4. Compare projects in Summary by Project, Cost by Project and Milestone Delay by Project (days).
  5. To see the detail of one project, open the Project: Milestone Analysis tab and choose it.
Warning

Only active, unfinished projects with at least one non-cancelled milestone are included.

Site note

The current margin is weighted by each project's sales and the average delay by the milestone amount.

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