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Project with Operating Units

project_operating_unit folder_open OCA/operating-unit open_in_new
Project License: AGPL-3

This module adds operating unit information to projects and tasks.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds an Operating Unit to projects and tasks, so each project belongs to a business unit and users only see projects and tasks from their allowed operating units.

This module links projects and tasks to an Operating Unit, a way of splitting Odoo data by business unit or branch.

  • On a project form, a new Operating Unit field appears right after the project manager. It is filled in automatically with the default operating unit of the user who creates the project, but it can be changed.
  • On a task form, the Operating Unit field appears after the assignees. It is not typed by hand: it always follows the operating unit of the task's project.
  • In the project list and search view, a new "Operating Unit" filter lets users group projects by operating unit. This filter is only shown to users who belong to the multi operating unit group.
  • Two record rules are added. For projects and for tasks, users can only read records whose operating unit is empty or is one of their own operating units. The rules are read-only: they do not block creating, editing or deleting, only what is visible.

The module touches the project.project and project.task models and the standard project and task screens.

Depends on

Models and fields (2)
  • project.task · extends an existing modeloperating_unit_id (Operating Unit)
  • project.project · extends an existing modeloperating_unit_id (Operating Unit)

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

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/operating-unit.

terminal Installation and usage

OCA documentation · Odoo 18.0
  • Go to Project
  • You only see the projects and tasks of your operating units
  • Create a new project. It is assigned to your default operating unit.
  • Create a task within a project. It inherits the operating unit of 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.