Project Tasks in Field Service

project tasks field service

2 Antwoorden

1331 Weergaven

Luc Bernard

How can I see Project Tasks which are automatically created after order confirmation in the Field Service app for planning?

Is there any documentation on workflows for Sale > Project > Field Service > Planning?

Kunjan Patel

Hello Dear, I have Updated the answer.
hope it helps.

Kunjan Patel

Hello,
I hope your issue is resolved.
Thanks

Kunjan Patel

Beste antwoord

Hello Luc Bernard,
I hope you are doing well

Your project template doesn't have Field Service enabled.
Fix: Go to Project app > Your Project Template > Settings > enable Field Service (is_fsm = True). Tasks will then appear in both the Field Service and Planning apps.

I hope this information helps you

Thanks & Regards,
Kunjan Patel

Luc Bernard

Auteur

Hi Kunjan,

Almost all my products are set up like this:
- Product Type: Service
- Create on Order: Project & Task
- Project Template: Project-template
- Plan Services: checked and a service is selected

When confirming a SO a Project and Task is correctly created in the Project-app but I can't find them in the Field Service- or Planning-app.

Luc Bernard

Auteur

Hi Kunjan!

Yes, this did the trick.

Thanks!

Sujata

Hello Luc,

https://www.odoo.com/slides/field-service-49 - these tutorials can help :)

Luc Bernard

Auteur

Hi Sujata,

I already followed that course but they don't explain how to get tasks that are created in the Project-app to see them in the Field Service- or Planning-app.

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