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.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Define project roles and assign users to them, either company-wide or per project. Odoo blocks duplicate or conflicting assignments and can restrict which roles a user may take.
This module adds a roster of roles to projects. You first create roles (with an optional parent role to build a hierarchy) under Project Roles, reachable from the Project configuration menu or from the Roles & Assignments section of Project settings.
Assignments link a user to a role, either for a specific project or company-wide (no project). They are managed from the new Assignments menu, from the Assignments button and tab on each project, and can be viewed as list, kanban, pivot or graph. Each assignment has a chatter for messages.
Business rules are enforced automatically: - A user can only be assigned once per role within a project, once per role within a company, and once per role overall when no project or company is set. - Conflicting assignments are refused with an error naming the existing assignment. - A role can only be assigned if it is active; inactive roles cannot be used. - A role cannot be activated while its parent role is inactive. - Role names must be unique per company, and shared roles must have unique names.
Two company-level settings control defaults for new projects: projects can inherit company assignments, and project roles can be limited to existing assignments. Both settings are also available on each project.
Depends on
Required by other modules
Menus it adds
Models and fields (5)
- res.company · extends an existing modelproject_inherit_assignments (Projects Inherit Assignments), project_limit_role_to_assignments (Limit Project Role to Assignments)
- project.role · new modelname, active, child_ids (Child Roles), parent_id (Parent Role), company_id (Company), description, parent_path, complete_name
- project.project · extends an existing modelassignment_ids (Project Assignments), inherit_assignments, limit_role_to_assignments
- project.assignment · new modelname, active, role_id (Role), user_id (User), company_id (Company), project_id (Project)
- res.config.settings · extends an existing modelproject_inherit_assignments, project_limit_role_to_assignments
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: 2026-11-03Confirmation status: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/project.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0To configure the list of roles avalable:
- Go to Project \> Configuration \> Project Roles
- Add/remove roles according to your business processes
To manage assignments on particular project:
- Go to Project \> Projects
- Open project of interest
- Click on Assignments smart-button
- Add/remove assignments as needed
To manage assignments:
- Go to Project \> Assignments
- 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.
No verified information in OCA: Installation, Usage.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.