Sale Timesheet Project Manual
Allows to create the project/tasks before the sale confirmation.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets you create the project and tasks for a service quotation before confirming the sales order, so work can start early. A 'Generate Project/Task' button appears on draft or sent quotations that contain services with timesheet generation.
This module adds a way to create the project and tasks linked to a quotation without waiting for the sales order to be confirmed.
On the sales order form, a button called 'Generate Project/Task' appears next to the confirm button. It is only visible when the order is a draft or sent quotation and at least one line is a service whose tracking is set to create a project and/or tasks. If those conditions are not met, clicking it raises an error explaining that the project can only be anticipated for draft quotations containing services with timesheet generation.
When used, the project and tasks are generated from the order lines, but the sales order is not automatically confirmed. The module also adjusts the visibility of the project, task and hours-recorded buttons on the order so they reflect the newly created project, tasks and timesheets.
It touches the sales order, project and task records. Only users with project manager rights can see the option to create a project when none exists yet.
Depends on
Models and fields (1)
- sale.order · extends an existing modelaction_project_manual_allowed
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: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Create a service product and set its service tracking to Create a task or Create a project
- Create a SO and select the previous product
- When the SO is in draft, a button Generate Project/Task is available and it will create the project and tasks based on the order 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.