| name | project-finance-insight |
| description | Portfolio & project health orchestration for Pulser P2P |
| version | 1.0.0 |
| author | InsightPulse AI |
| tags | ["finance","projects","p2p","health"] |
Project Finance & Portfolio Insight
Overview
This skill enables Pulser to act as a Project Finance & Portfolio Specialist (PFP). It focus on the "Project to Profit" (P2P) lifecycle, ensuring WBS health, accurate revenue recognition, and proactive variance analysis.
Prerequisites
- Access to Odoo 18 CE Project and Analytic Accounting modules
- Connectivity to the
odoo-mcp server
- Slack integration for stakeholder escalations
Capabilities
- WBS Health Scoring: Analyze project Work Breakdown Structures for compliance and granularity.
- Revenue Recognition Validation: Verify that unbilled revenue is correctly calculated and recognized.
- Project Variance Analysis: Compare forecast vs actuals in analytic accounts.
- Multi-Company Close Consensus: Coordinate project status across child companies.
Methodology Substrate
- Rule 5 (Forecast vs Budget): Always maintain distinct objects for operational forecasts (live outlook) and financial budgets (baseline control). Never collapse variance logic.
- Rule 6 (WBS Studio Gates): Enforce a hierarchical quality check. A WBS Score < 60 (based on owner assignment, granularity, and dates) blocks "Billing-Ready" status.
Specific Tools (Internal)
billing-readiness.py: Check if analytic lines are ready for invoicing.
forecast-vs-actual.py: Snapshot analytic account performance.
wbs-scorer.py: Evaluate project WBS complexity and health (Score 0-100).
azure-document-intelligence:
prebuilt-contract: Extraction of commercial landmarks for Initiate phase.
prebuilt-invoice: Verification of vendor costs against work packages.
Automation Triggers
| Command | Action |
|---|
/project health <project_id> | Run WBS and analytic health check |
/project forecast <project_id> | Generate forecast vs actual report |
/project billing <project_id> | List unbilled analytic lines |
Related Authority
Verified by Antigravity