Project classification (easy hierarchy and setup for project managers)

Technical Name:
project_classification
License:
Author:
Camptocamp
  • Odoo Version

License: AGPL-3

Project classification (easy hierarchy and setup for project managers)

This Module allows you to setup different project classification to ease the data entry of new project. The parent project will be set as readonly to forbid users to change it.

The parent is still available through the analytic account object. This is useful because this way, project manager will setup correctly the analytical account just by choosing the corresponding classification.

A project classification is composed by:

  • A name
  • An Analytic Account which represents the parent project to set
  • An optional Invoice factor
  • An optional Account Manager
  • An optional Pricelist
  • An optional Currency

Those values will be set on a project when selecting a classification.

With this module, you can easily define invoice factor, manager, ... which will be automatically set when creating a project with this classification. No need to check which parent project, which invoicing factor, which manager. Just by selecting a classification, you set all this fields once.

Usage

Example :

Create following classification :

  • name: R-D O% administrator EUR
  • project_id: YourCompany / Internal
  • to_invoice: 0
  • user_id: Administrator
  • pricelist: Public Pricelist

In project.project form view, select this 'R-D O% administrator EUR' classification. When selecting it, the following fields in project must have changed to be the same as the classification ones:

  • parent_id
  • to_invoice
  • user_id (Project Manager)
  • pricelist_id
  • to_invoice

So when you need to create a new R-D project, instead of manually filling fields, you only select a classification and it's done.

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 smashing it by providing a detailed and welcomed feedback here.

Credits

Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

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.

To contribute to this module, please visit http://odoo-community.org.