Project Roles

Project role-based roster

Technical Name:
project_role
License:
Author:
Brainbean Apps
  • Odoo Version

Project Roles

Beta License: AGPL-3 OCA/project Translate me on Weblate Try me on Runbot

This module allows maintaining project roster based on roles and assignments. List of roles is configured at company level, while assignments can be created on project, company, and cross-company levels, with configurable inheritance.

Table of contents

Configuration

To configure the list of roles avalable:

  1. Go to Project > Configuration > Project Roles
  2. Add/remove roles according to your business processes

To manage assignments on particular project:

  1. Go to Project > Projects
  2. Open project of interest
  3. Click on Assignments smart-button
  4. Add/remove assignments as needed

To manage assignments:

  1. Go to Project > Assignments
  2. Add/remove assignments as needed

Also, it's recommended to consider using web_m2x_options module in order to avoid unneeded creation of roles and projects using Quick Create action by setting the web_m2x_options.create system parameter to False.

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.

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

Credits

Authors

  • Brainbean Apps

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 maintainer:

alexey-pelykh

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

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