XyrisPM is Xyris Digital Solutions' internal project management dashboard. It connects live to Odoo and gives each team member exactly the view they need — nothing more, nothing less.
Before XyrisPM
The GM had to message the PM or wait for a weekly update to know if a project was on track. There was no single place to see all projects at once.
Project Managers tracked tasks in WhatsApp groups, spreadsheets, or memory. There was no visual timeline or board tied to real Odoo projects.
Admin had no way to quickly generate implementation plans or control who could see sensitive project data.
After XyrisPM
Once logged in, you'll see your name and role badge in the top-right corner. The views available to you depend on your role — the tabs you see are exactly what you have access to.
When you log in as GM, you land directly on the GM Portfolio view. This is your only view — it shows everything you need to know about the current state of all Xyris projects.
The Portfolio View
At the top, you'll see 5 summary cards:
Below the cards is the Live Portfolio table — one row per project, pulling live data from Odoo every time you open this view.
Reading Project Status
Each project has a Status column. Here's what each means:
The Position Notes column (last column) gives you the reason — written by the PM or Admin. For example: "Client delayed UAT sign-off" or "Custom dev completed, waiting on data migration."
Understanding the Financials
The table shows Budget, Revenue, Costs, and Margin for each project. These numbers are entered manually by the Admin or PM — they're not automatically pulled from Odoo invoices (that's a future phase).
The Margin % column is calculated automatically: (Revenue − Costs) ÷ Revenue.
As a Project Manager, you have access to 3 views: GM View (to read the portfolio), Timeline, and Kanban. Your main workspace is the Timeline and Kanban.
Timeline (Gantt View)
The Timeline is your bird's-eye view of all tasks across all projects. Each task appears as a colored bar spanning its start and end date.
What the bar colors mean:
The red vertical line across the timeline is today. Anything to the left of it should be done or in progress.
On the left panel, you can click a task name to open and edit it. The small checkbox next to each task lets you quickly mark it done.
Kanban Board
The Kanban board shows all tasks organized into 4 columns:
Each card shows the task name, which project it belongs to (color-coded), the type (Config, Custom Dev, Training, Testing), assigned person, and hours logged.
Click any card to open and edit it. To move a task between columns, open it and change the Status field.
Adding and Managing Tasks
To add a task, click the + Task button in the top-right corner of the Timeline or Kanban view.
Fill in:
As Admin, you have access to everything: GM View, Timeline, Kanban, Plan Generator, and the Admin Panel. You're responsible for keeping the system accurate and running.
Managing User Roles
Go to Admin tab → User Roles. Here you see everyone who has access to XyrisPM and what they can do.
To add a new user:
To remove someone's access, click the Remove button next to their name. They won't be able to log in after that.
Editing Project Financials & Status
Go to GM View. On each project row, click the Edit button on the right.
You can update:
Click Save — the data is stored in Supabase and the GM will see the updated values immediately on their next refresh.
Plan Generator
Go to the Plan Generator tab. Fill in:
The plan appears below with a full phase breakdown: Requirements, Configuration, UAT, Go-Live — each with tasks, deliverables, gate conditions, and estimated hours. Click Copy to paste it into a proposal or email.
Project Status Guide
| Status | What it means | Who should act |
|---|---|---|
| On Track | Everything going as planned | No action needed |
| At Risk | Something could cause a delay if not addressed soon | PM to update notes, GM to follow up |
| Delayed | Project is behind the original timeline | PM to explain in Position Notes, GM to discuss |
| On Hold | Paused — client-side or internal decision | Admin to update when it resumes |
| Completed | Project fully delivered and closed | Admin to mark as complete |
Who Can Do What
| Feature | GM | Project Manager | Admin |
|---|---|---|---|
| View GM Portfolio | ✓ | ✓ | ✓ |
| See financials (Budget/Revenue/Costs) | ✓ | — | ✓ |
| Edit financials & status | — | — | ✓ |
| Timeline (Gantt) | — | ✓ | ✓ |
| Kanban board | — | ✓ | ✓ |
| Add / edit tasks | — | ✓ | ✓ |
| Plan Generator | — | — | ✓ |
| Add / remove users | — | — | ✓ |
Common Questions
The projects in the sidebar look wrong — I see too many or too few.
XyrisPM only shows projects that have the "PM" tag in Odoo. If a project is missing, ask the Admin to add the PM tag to it in Odoo. If an old/cancelled project is showing, remove the PM tag from it in Odoo.
I added a task but it disappeared when I came back.
Tasks are stored in your browser's local storage. Clearing your browser data will delete them. Also, tasks are device-specific — they won't appear on another computer. Cloud sync is coming in a future version.
The financials show "—" for all projects.
Financials are entered manually. Ask the Admin to fill in the Budget, Revenue, and Costs for each project in the GM View → Edit button.
I can't log in even though my Odoo password is correct.
Your Odoo credentials are correct but your account hasn't been added to XyrisPM yet. Contact the Admin with your email address to be given a role.
XyrisPM · by Ali Essam Abdrabou · A.E.A. · Xyris Digital Solutions