ソース情報
- リポジトリ
- Insightpulseai/odoo
- ソースの最終更新活動
- 2026年4月17日 17:39
- 検出された SKILL.md の言語
- 英語
- スター
- 6
- フォーク
- 2
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SKILL.md
ソースの指示 · 読み取り専用プレビュー- 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
- [Project to Profit PRD](../../../spec/pulser-project-to-profit/prd.md)
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