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Project Budget

project_budget folder_open OCA/project open_in_new
Project Management License: AGPL-3

This module integrates the OCA Account Budget with Project.

Budgets can be created and viewed directly from the project without the need for additional accounting access.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you link an OCA account budget to a project and see its budget lines directly on the project form, without needing full accounting access.

This module connects projects with the OCA account budget feature. On the project form a new "Budget" tab appears (visible to users in the Project Budget Viewer group) where you can pick an existing budget and immediately see its status and all its budget lines with planned, practical and theoretical amounts and their percentage.

On the budget form itself you can now select the related project and a default analytic account. When you add budget lines from there, the budget's start and end dates and the default analytic account are pre-filled automatically, so lines stay consistent with the project period.

Two access groups are added under a "Project Budget" category: Viewer (read-only) and Manager (full create, edit and delete rights on budgets). Project users get read access to budget posts and budgets, while managers also get read access to accounting entries used by the budget calculations. The module touches project.project, crossovered.budget and the related budget line data, and depends on project, account_budget_oca and hr_timesheet.

Depends on

projectaccount_budget_ocahr_timesheet
Models and fields (2)
  • project.project · extends an existing modelbudget_id (Budget), budget_state (Budget Status), budget_id_lines (Budget Lines)
  • crossovered.budget · extends an existing modelproject_id (Project), analytic_account_id (Default Analytic Account)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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 18.0

Usage

Source · Odoo 18.0

To use this module, you need to:

  • Have user rights for Project Budget viewer or manager group.
  • Open a project and view the Budget tab.
  • Create a new budget. The budget lines are visible on the project.

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.