From b0e4e2ac34fa71865e9cb64e1a9a5fbc9e7dcfd2 Mon Sep 17 00:00:00 2001 From: "guillaume gallant (guga)" <“guga@odoo.com”~> Date: Fri, 7 Nov 2025 14:55:46 +0000 Subject: [PATCH] [ADD] Project: new page on Project Templates task-5246379 closes odoo/documentation#15427 X-original-commit: 1c88f67c97970dce0ed7421261ed451380313cde Signed-off-by: Xavier Platteau (xpl) --- .../services/project/project_management.rst | 2 +- .../project_management/project_templates.rst | 101 ++++++++++++++++++ 2 files changed, 102 insertions(+), 1 deletion(-) create mode 100644 content/applications/services/project/project_management/project_templates.rst diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index 3b16e323b..2c6523e58 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -1,5 +1,4 @@ :show-content: -:hide-page-toc: ================== Project management @@ -157,3 +156,4 @@ You can also create your own buttons to access more specific views: project_management/project_dashboard project_management/project_profitability + project_management/project_templates diff --git a/content/applications/services/project/project_management/project_templates.rst b/content/applications/services/project/project_management/project_templates.rst new file mode 100644 index 000000000..01b3f8b82 --- /dev/null +++ b/content/applications/services/project/project_management/project_templates.rst @@ -0,0 +1,101 @@ +================= +Project templates +================= + +Templates allow you to create new projects with predefined settings, reducing the need to manually +set up similar projects repeatedly. + +Creating templates +================== + +To create a project template, an existing project is required and used as a base to be converted +into a template. Converting a project into a template transfers the entire project's properties to +the template. This includes the project’s stages, tasks, sub-tasks, and their respective +configurations, such as planned dates, statuses, assignees, and more. + +First, access the settings of the project that you want to convert into a template by going to +:guilabel:`Projects`, hovering your mouse over the project's card, clicking the :icon:`fa-ellipsis-v` +(:guilabel:`vertical ellipsis`) icon, and selecting :guilabel:`Settings`. Review +and adjust the project’s properties to ensure it reflects your desired template setup. + +Once your project is ready, click the :icon:`fa-cog` (:guilabel:`cog`) icon and select +:guilabel:`Convert to Template`. The :guilabel:`Template` banner indicates that the project has been +successfully converted into a template. + +.. warning:: + Converting a project into a template will also archive the original project used to create the + template. To keep using a project that you want to convert into a template, duplicate + it first by hovering your mouse over the project's card, clicking the + :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon, and selecting :guilabel:`Duplicate`. + +.. tip:: + To edit or delete a template, go to :menuselection:`Projects --> New`. + Next to the name of the template, click the :icon:`fa-pencil` (:guilabel:`pencil`) icon to edit + it or the :icon:`fa-trash` (:guilabel:`trash`) icon to delete it. + Editing or deleting a template does not affect the projects that were previously created from it. + +Project roles in templates +-------------------------- + +Templates enable you to pre-select specific roles for tasks within your template, making the +selection of assignees faster during the creation of a new project using a template. + +Go to :menuselection:`Projects --> New`, and click the :icon:`fa-pencil` (:guilabel:`pencil`) +icon next to the name of the template you want to edit. Then click on the :guilabel:`Tasks` smart +button, and on one of the tasks. In the :guilabel:`Project Roles` field, type or select the roles +that you want to perform this task, then click :guilabel:`Save`. + +Create a project based on this template: go to :menuselection:`Projects --> New`, and click on +the name of the template. The :guilabel:`Create a project from template` form then includes +:guilabel:`Project Roles`. For each of them, you can select assignees by clicking on the +:guilabel:`Assignees` field. This automatically dispatches the right tasks to the right employees. + +Task scheduling in templates +---------------------------- + +In a project template, task scheduling can be automated according to the planned dates specified +within the template. + +.. important:: + Project and task planned dates are not saved when converting a project into a template. These + require to be added to the template after it is created. + +On the project template, define the :guilabel:`Planned dates` for both the project and each task. +When tasks have planned start dates in the template, Odoo calculates the number of working days +between the project’s start date and the first scheduled task. This time window is referred to as +the *delta*. + +When a new project is generated from this template: + + - The system uses the project’s start date as a reference. + - Each task’s start date is automatically planned according to its delta. + - If no start date is set on the new project, the current date is used as the default start date. + - Task end dates are then determined automatically by Odoo’s scheduling algorithm. + +.. note:: + To ensure that all project roles and tasks are planned without conflict according to the team’s + availability and workload, the scheduling algorithm calculates the end date of each task based on + the allocated time, while also considering task dependencies and assignee’s availability, working + schedule, time off, and public holidays. + +Using templates +=============== + +To create a new project from a template, go to :menuselection:`Projects --> New`, and click on a +template in the :guilabel:`Project Templates` section. Enter a name for your project. Optionally, +add a :guilabel:`Customer`, a :guilabel:`Planned Date`, and set up the task creation email. Then, +click :guilabel:`Create Project`. + +Templates can also be linked to specific products. To do so, the project template must be set as +:guilabel:`Billable`: + +- Go to :menuselection:`Projects --> New` and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon + next to the name of the template you want to edit. +- Click the :guilabel:`Settings` tab, tick the :guilabel:`Billable` checkbox, and click + :guilabel:`Save`. + +Once this is done, configure the product by: + +- Selecting :guilabel:`Service` as the :guilabel:`Product Type`. +- Selecting :guilabel:`Project` or :guilabel:`Project & Task` in the :guilabel:`Create on Order` field. +- Selecting a :guilabel:`Project Template` and clicking :guilabel:`Save`.