Dashboard
Live Portfolio
Optimize Your Portfolio
This dashboard gives you a live view of every Odoo project — financials, RAG status, payments, and notes — so you can spot risks before they become problems.
Task / Milestone
View:
📋 Client & Project Details
🧩 Modules in Scope
⚙ Special Requirements
📄 Generated Plan
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Total Users
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Project Managers
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GM Users
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Roles Defined
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| Name / Email | Role | Added | Status | Actions |
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Showing 0 users
System Info & Policies
↺ Refresh
verified_user
Multi-Factor Authentication
Enforced for all administrative accounts
key
Password Rotation
90-day mandatory reset cycle
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Projects—
Tasks—
Active Export
User Roles CSV
Export the current user roles table for audit or backup. Includes email, role, and date added.