CRM Project Create

Alpha License: LGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.

It also allows archiving or reactivating the project and its analytical account from the lead.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Use Cases / Context

This module was developed because sometimes you want to create the project from the crm without creating a sales order, for example when you want to plan a project.

It will be useful for you if you want to create a project before creating a quotation and confirming it or if you want to estimate, plan or know if you have the capacity before making the sale.

Usage

To use this module, you need to:

  1. Go to CRM > Sales > My Pipeline
  2. Create a new opportunity or join an existing one.
  3. Click on Create project in header.
  4. A wizard is shown to fill project name and/or project description.
  5. Click on Create project.
  6. You can see project created in page Extra Information, inside group Misc.
  7. Is you have Project: Administrator permissions, you can edit the project after creating it.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

EmilioPascual rafaelbn

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.