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Project Templates

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

This module adds templates for projects.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Mark any project as a template and create new projects from it in one click, copying its tasks and keeping their planned dates.

This module adds a simple template mechanism to the Projects app. On the project form you get an "Is Template?" checkbox next to the tasks label. When you tick it, the project name automatically gets " (TEMPLATE)" added, and the responsible person, customer and email alias are cleared so the template is not tied to anyone.

A "Create Project From Template" button appears in the project form header (only for templates) and also in the kanban card menu. Clicking it duplicates the project, names the copy after the original (replacing " (TEMPLATE)" with " (COPY)", or adding " (COPY)"), reactivates it and opens the new project form. The email alias is not carried over to the copy.

When a project is copied this way, the tasks keep their original planned end dates instead of being recalculated, and moving a task to another stage does not overwrite that date.

The project search filters gain "Templates" and "Non-Templates" options, and the standard Projects menu now hides templates by default, so only real projects are listed unless you choose otherwise. The module works on project.project and project.task.

Depends on

project

Required by other modules

project_template_milestone
Models and fields (2)
  • project.task · extends an existing model
  • project.project · extends an existing modelis_template

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: 7 confirmed, 2 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 Manager rights for Project group to edit projects and project templates.
  • Convert project to a project template by setting the "Is Template?" field on any project.
  • View Templates via the Template filter.
  • Use the "Create Project from Template" link in the drop down menu on each template while in the Kanban view or the button on the project template form.

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.