Transition a milestone from 'planned' to 'in_progress'.

Mark a milestone as achieved; records today as the actual date.

Mark a milestone as missed.

Cancel a milestone.

Reopen a milestone back to 'planned'.

Run the Status Report wizard for a project.

The wizard auto-populates RAG, budget, risks, milestones from project data and creates a ppm.status.report in draft state.

Args: project_id: project.project id to report on. period: free-text period label (e.g. 'April 2026'); defaults to current month. commentary: optional commentary field.

Returns: dict with the created status report id and summary fields.

Publish a draft status report.

Revert a published status report back to draft.

Return the Odoo URL for the PDF render of a status report.

Odoo returns a report action; the caller fetches the PDF via that URL using the same credentials.

Submit a draft Change Request for review; assigns a sequence number.

Start review of a submitted Change Request.

Approve a Change Request under review; creates a baseline snapshot.

Reject a Change Request with a required reason (runs the reject wizard).

Return a submitted or rejected Change Request to draft.

Transition a risk from 'identified' to 'analyzing'.

Transition a risk to 'mitigating'.

Transition a risk to 'monitoring'.

Mark a risk as occurred.

Close a risk; sets date_closed.

Reopen a closed risk back to 'identified'.

Move a risk in the P×I matrix.

Both probability and impact are integers 1–5 (matching the selection keys). The server recomputes risk_score and risk_level automatically.

Move an issue from 'new' to 'assigned'.

Move an issue to 'in_progress'.

Resolve an issue; sets date_resolved.

Escalate an issue to management.

Activate a draft role assignment (syncs the security group).

Approve and activate in one step.

Revoke a role assignment; removes the user from the security group.

Return a role assignment to draft.

Export budget lines to XLSX. Returns the download URL action.

At least one of project_id or portfolio_id is typically set; omit both to export everything visible to the service user.

Export the risk register to XLSX.

risk_level is one of 'low', 'medium', 'high', 'critical' — or omit for all.

Export resource allocations to XLSX.

Clone a project template and attach it to a customer (res.partner).

Returns the new project id, name, portfolio_id, and program_id.

Verify the MCP server can authenticate to Odoo and hit the PPM models.

Returns {ok, uid, portfolios, programs, projects, risks} with counts.

List every PPM action/wizard tool this server exposes, with a one-line description.

Useful when Claude is deciding whether to call a custom tool or fall back to the generic Odoo MCP's update_record/search_records.