This module adds the "Budget" tab to the projects/sales orders to be able to set some additional lines (incomes/expenses) linked to a planned budget.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds a Budgets tab to projects where you can list planned income lines (concept, quantity, price) linked to a sale order, and shows the total budget in the project profitability report.
This module lets you record a planned budget on a project. On the project form a new "Budgets" tab appears where you can add budget lines directly in an editable list. Each line has a concept, a date, a sale order, a quantity and a product price; the amount is calculated automatically as quantity times price, and the list shows the sum of all amounts.
The sale order you can pick is filtered automatically: only non-cancelled sale orders belonging to the same customer and the same analytic account as the project are offered.
On the project itself a total budget amount is computed from all its budget lines. This total is also added to the project profitability report as a revenue line called "Budgets", counted under "to invoice", with a button that opens the related budget lines.
Access is controlled: project managers can create, edit and delete budget lines, while regular project users can only read them. The module works together with the sale timesheet features and the project's analytic account.
Depends on
Models and fields (2)
- project.project · extends an existing modelbudget_ids (Budgets), budget_amount
- project.project.budget · new modeldate, name (Concept), amount, quantity, price_unit (Product Price), project_id (Project), sale_order_id (Sale Order), analytic_account_id, sale_order_id_domain
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: 3 confirmed, 6 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/timesheet.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0- Go to Projects and create a new one, setting Customer, analytic account and Billable.
- Go to Sales -\> Orders -\> Quotations and create a new one setting the same customer and project previously created.
- Alternatively, you can create a sales order with lines that creates a project.
- Go to the project, and edit it.
- Add some records (positive or negative) in the "Budget" tab.
- Go to Project Updates button and a new line (Budget) in the Profitability \> Revenues section will appear with the total amount of the lines.
No verified information in OCA: Installation, Configuration.
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.