Every creative job bag, traceable from estimate to client approval

Run job bags from estimate to close, see day-by-day role capacity before it is overbooked, and route versioned proofs through multi-stakeholder approval — including a client-facing portal.

The problem

Studio work lives across spreadsheets, email threads and shared drives. Nobody can say reliably which proof version is current, who approved it, or what the last revision round requested — and traffic managers have no live view of whether designers, copywriters and art directors are over- or under-booked for the week ahead, so work gets promised that the team cannot deliver.

The solution

Creative Job Bag & Studio Traffic tracks every project through estimate, production, proofing, approval and close, with versioned proof rounds and multi-stakeholder approval routing for a full audit trail. A day-by-day capacity board flags role overbooking the moment it happens, timesheets roll up automatically against each estimate, and clients approve proofs themselves in a self-service portal.

Capabilities

Everything a studio traffic manager needs

Every capability below is implemented in the module.

01

Job Bag Lifecycle Tracking

Move every project through Estimate, Production, Proofing, Approval and Closed with one-click status buttons, a kanban board that always shows every stage, and full chatter history on each job bag.

02

Versioned Proof Rounds

Each proof round is automatically versioned (V1, V2...) so the current version is always obvious, with a description of what changed and a complete history of every round submitted.

03

Multi-Stakeholder Approval Routing

Route a proof sequentially — art director, then account lead, then client — or in parallel to every reviewer at once, with per-step approve, reject and comment, and a progress bar showing exactly who still needs to sign off.

04

Day-by-Day Capacity Board

A calendar view shows allocated hours per creative role for every day, not just the week, so traffic managers can see and re-plan a single day's workload in seconds.

05

Real-Time Overbooking Alerts

The moment an allocation would push a role over its daily capacity, a warning appears on the spot and the allocation list highlights the overbooked day in red — no waiting for the schedule to fall apart.

06

Role Capacity & Color Coding

Define Designer, Copywriter, Art Director or any other role with its own daily capacity and color, so every kanban card, calendar event and board row is instantly readable by role.

07

Automatic Timesheet Roll-Up

Timesheets logged against a job bag's linked project roll up automatically into actual hours, grouped by studio role, with no separate time entry screen to maintain.

08

Estimate vs. Actual Reporting

Compare estimated hours and cost against actual hours by role and period in a dedicated pivot report, so the studio learns where its estimates — and its capacity assumptions — were off.

09

Client Self-Service Proofing Portal

Clients log in to their own portal to view job status, review the full version history, and approve or request revisions on a proof directly — no more relaying feedback through an account manager.

Workflow

How it works

1

Open a Job Bag

Create a job bag for the client project with an estimate, deadline and an auto-generated reference number.

2

Plan Capacity

Allocate hours to roles on the day-by-day board and get an instant warning if anyone goes over capacity.

3

Route Proofs for Approval

Submit a versioned proof round to the right reviewers — sequential or parallel — and track sign-off as it happens.

4

Close the Loop

Timesheets roll up automatically, variance reporting shows estimate vs. actual, and clients approve the final proof in their own portal.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

It builds on Project, Timesheets, Portal and Discuss — all included with Odoo Community, so there is nothing extra to install.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Creative Job Bag & Studio Traffic

Job bags with versioned proof rounds, multi-stakeholder approvals and a day-by-day capacity board with overbooking alerts — on native project and timesheet data.

Buy on Odoo App Store