This module allows to manually select the Task or Project for a Sale Order Line, before its confirmation.
To do so, it displays the Project and Task fields in the order, and lets the user pre-define a value for Service Tracking lines.
Upon confirmation, if the Task or Project are set, the automatic creation will be skipped and they will be linked to the order instead.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets you pick the Project and Task directly on a sale order line before confirming the order, so Odoo links the existing task instead of creating a new one automatically.
When you sell a service that is tracked as a project or task, Odoo normally creates the project or task automatically when the order is confirmed. This module gives you control over that step.
On the sale order form, two new columns and fields appear on the order lines: Project and Task. They are only shown for lines whose service tracking is set to a global project task, a task inside a project, or a project only, so ordinary product lines stay unchanged. The columns are hidden entirely if no line on the order uses that kind of service tracking.
You can only set these fields while the order is still a draft or quotation; once it is confirmed they become read-only. The available projects and tasks are filtered to billable ones, and to those not already tied to another order, line or company.
Small helpers keep the two fields consistent: choosing a task automatically fills in its project if the project is empty, and changing the project clears the task if the task belongs to a different project.
On confirmation, if you already selected a task or project, Odoo skips the automatic creation and links your choice to the order line instead. It also checks that the task is not already linked to another project, another order line or another order, and raises an error if so. Tasks you set manually are bound to the line, and the order's project is filled in from the task when needed.
Depends on
Models and fields (2)
- sale.order · extends an existing modelhas_project_service_tracking_lines
- sale.order.line · extends an existing modelis_project_service_tracking_line
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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/project.
terminal Installation and usage
No verified informationInstallation 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.
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