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CRM Project Create

crm_project_create folder_open OCA/crm open_in_new
Sales/CRM License: LGPL-3

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

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets salespeople create a project directly from a lead or opportunity in CRM. A button on the lead form opens a small dialog to name and describe the project, then links the new project to the lead.

This module adds a way to turn a CRM lead or opportunity into a project without leaving the CRM screen.

  • On the lead/opportunity form, a highlighted "Create Project" button appears in the header. It is only shown while the lead is still active and has no project linked yet.
  • Clicking it opens a small pop-up where you enter the project name and description. The name is pre-filled from the lead name.
  • Confirming creates a new project, links it to the lead, and records the link in the chatter of both the lead and the project as internal notes.
  • The new project is created with the same customer and company as the lead, and is set as billable.
  • The lead form also shows a "Project" field in the Misc section, so you can see which project is linked to the lead.
  • Users in the sales team group can use this feature. A note in the dialog warns that users who are not project managers will not be able to edit the project after it is created.

The module touches the crm.lead model by adding a link to a project, and introduces a small helper screen (crm.create.project) used only to collect the project details.

Depends on

crmsale_projectmail_message_destiny_link_template
Models and fields (2)
  • crm.lead · extends an existing modelproject_id
  • crm.create.project · new modellead_id, project_name, project_description

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

To use this module, you need to:

  • Go to CRM > Sales > My Pipeline
  • Create a new opportunity or join an existing one.
  • Click on Create project in header.
  • A wizard is shown to fill project name and/or project description.
  • Click on Create project.
  • You can see project created in page Contacts, inside group Ownership.
  • Is you have Project: Administrator permissions, you can edit the project after creating it.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.