Executive Portfolio Report

ERPWeb Odoo Upgrade Centre board/report view for filtered portfolio status, blockers, approvals, readiness, handover, close-out, and next actions.

Generated: 2026-05-14 13:19
Filtered projects: 1 of 1
Sort: management_priority
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2026-05-11 · Phase 26 Status Verification Board Pack · Draft 2026-05-11 · Phase 26 Verification Board Pack · Draft

Executive saved views

Switch this report between predefined management views without changing the underlying project data.

Blockers 1 Pending Approvals 1 Readiness Not Ready 1 Execution Incomplete 0 Handover Incomplete 0 Close-out Not Ready 0 Ready for Final Review 0
1 Filtered projects
0 Blocked projects
1 Need attention
0 Closed projects

Pressure-point totals

Totals shown here are based on the current filtered report view.

3 Pending approvals
7 Execution blockers open
6 Handover blockers open
5 Close-out blockers

Management focus

Counts of projects needing attention in each workflow area.

1 Readiness not ready
1 Approval pending
1 Execution incomplete
1 Close-out not closed

Applied filters

Use this section to confirm the board/report scope before printing or sharing.

sort: management_priority

Project report rows

One executive row per upgrade project in the filtered portfolio.

Project Health / Phase Readiness Approvals Execution Handover Close-out Next action
ERPWeb Test Client
Test Odoo 16 to 19 Upgrade
Odoo 16 → Odoo 19
Stage: Dependency Review
Status: Scanning
Updated: 2026-05-11 14:33
attention
Phase: readiness
 NOT READY
Score: 33%
No open blocker or critical work packages
 APPROVALS PENDING
0/3 positive
3 pending
 EXECUTION NOT COMPLETE
0/10 closed
7 blockers open
 HANDOVER IN PROGRESS
0/7 closed
6 close-out blockers open
 CLOSE-OUT NOT READY
5 blockers
Final report: Not ready
Archived: No
 Readiness is NOT READY.
First blocker: Readiness is NOT READY.
Open project Readiness Close-out
Executive drill-down board for ERPWeb Test Client - Test Odoo 16 to 19 Upgrade

Readiness blockers

  • No open blocker or critical work packages
    0 blocker and 1 critical work packages still open.
    Source: Work Packages | Severity: critical
  • High-priority work packages are closed or deferred
    1 high-priority work packages still open.
    Source: Work Packages | Severity: high
  • Odoo.sh upgrade checklist is fully closed
    0/17 checklist items closed.
    Source: Odoo.sh Workflow | Severity: high
  • At least one successful upgrade attempt is recorded
    0 successful upgrade attempts recorded.
    Source: Upgrade Run Log | Severity: critical
  • All test cycles are passed or marked not applicable
    0/6 test cycles passed or not applicable.
    Source: Upgrade Run Log | Severity: critical
Warnings: 1

Approval requirements

  • Internal ERPWeb Approval
    Status: Pending
    Role: ERPWeb Project Lead / Technical Lead
    Final decision: Not Set
  • Client Approval
    Status: Pending
    Role: Client Decision Maker / UAT Owner
    Final decision: Not Set
  • Final Go/No-Go Decision
    Status: Pending
    Role: ERPWeb Final Go-Live Owner
    Final decision: Not Set

Execution blockers

  • 10. Confirm final go-live approval is captured
    Status: Not Started | Owner: ERPWeb Project Lead
    Expected: Go-live approval workflow is approved or conditionally approved with accepted conditions.
  • 20. Confirm latest production backup and restore confidence
    Status: Not Started | Owner: ERPWeb Technical Lead
    Expected: Backup references are captured and rollback restore path is known.
  • 40. Place production system in agreed maintenance mode
    Status: Not Started | Owner: ERPWeb Technical Lead
    Expected: Users are safely stopped from creating new production transactions during the upgrade.
  • 50. Run production upgrade execution
    Status: Not Started | Owner: ERPWeb Upgrade Owner
    Expected: Production upgrade completes without blocking errors.
  • 60. Validate production login and core menus
    Status: Not Started | Owner: ERPWeb Functional Lead
    Expected: Login and core navigation work in production.
  • 70. Validate critical business flows
    Status: Not Started | Owner: ERPWeb Functional Lead / Client UAT Owner
    Expected: Critical business flows are confirmed working or accepted with documented conditions.
  • 80. Formal rollback decision point
    Status: Not Started | Owner: Rollback Owner
    Expected: Decision is captured as Continue, GO, Rollback, or NO-GO.

Handover blockers

  • 10. Confirm post-go-live hypercare support window
    Status: Open | Owner: ERPWeb Support Lead
    Client owner: Client Project Owner
  • 20. Capture final client handover notes
    Status: Open | Owner: ERPWeb Project Lead
    Client owner: Client Project Owner
  • 30. Document known issues and accepted workarounds
    Status: Open | Owner: ERPWeb Functional Lead
    Client owner: Client UAT Owner
  • 40. Verify production monitoring and error checks
    Status: Open | Owner: ERPWeb Technical Lead
    Client owner: Not assigned
  • 60. Capture client acceptance after go-live
    Status: Open | Owner: ERPWeb Project Lead
    Client owner: Client Decision Maker
  • 70. Confirm upgrade project close-out readiness
    Status: Open | Owner: ERPWeb Project Lead
    Client owner: Client Project Owner

Close-out blockers

  • Readiness is NOT READY.
  • Go-live approval is APPROVALS PENDING.
  • Go-live execution is EXECUTION NOT COMPLETE.
  • Handover / hypercare is HANDOVER IN PROGRESS.
  • Final report is not ready/sent/accepted.

Report / archive status

Final report ready: No
Archived: No
Close-out state: CLOSE-OUT NOT READY
Close-out cannot be completed until the remaining blockers are resolved.
Recommended next action: Readiness is NOT READY.