This module allows to define objectives in the Management system for future tracking.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Define management system objectives and track them with indicators and periodic values. Each indicator shows whether the latest posted value is on, below or above target.
This module adds a new "Objectives" menu under the Management System app. There you can create objectives, link them to a management system, assign an owner, set start and end dates and follow a status (Draft, In Progress, Reached, Not Reached, Cancelled).
Each objective has an Indicators tab where you list the indicators used to measure it. An indicator has a name, a frequency (weekly, monthly, quarterly, semester or yearly), a unit of measure, and optional minimum and maximum targets. You can also set its own status (Draft, Active, Inactive, Cancelled).
Inside an indicator you record values over time: date, value, comment and unit of measure. Values start as Draft and can be posted with a Post button; once posted they become read-only. The system automatically compares each value with the indicator's targets and labels it On Target, Below Target, Above Target or No Target. The indicator itself shows the latest posted value and its target status, colour-coded green or red.
Objectives and indicators use the chatter, so you can log notes and schedule activities. Access rights are set for viewers, users and managers, and a record rule limits regular users to values belonging to objectives they own.
Depends on
Required by other modules
Models and fields (3)
- mgmtsystem.indicator · new modelname, state, value (Values), uom_id (Unit of Measure), frequency, value_ids, description, value_state (On Target?), objective_id, has_max_target (Has Maximum Target), has_min_target (Has Minimum Target), max_target_value, min_target_value
- mgmtsystem.objective · new modelname, state, user_id (Owner), date_end, system_id, date_start, description, indicator_ids
- mgmtsystem.indicator.value · new modeldate, state, value, uom_id, comment, value_state (On Target?), indicator_id, objective_id
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/management-system.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.