Can I also plan projects that don't have orders? For example, internal projects? Can I also plan on specific tasks within the project?
Deze vraag is gerapporteerd
2
Antwoorden
4280
Weergaven
Hi,
Odoo's Project Management module is highly flexible and allows you to plan projects that are not tied to external orders, such as internal company initiatives. You can designate projects as "internal" for invoicing and set their visibility for "All internal users," making it suitable for managing any in-house work. Within these projects, Odoo provides robust capabilities for detailed planning on specific tasks. You can break down projects into tasks, create multi-level subtasks for granular organization, assign tasks to team members, set deadlines, track progress, and even manage task dependencies, all supported by various planning views like Kanban, Gantt, and Calendar.
Hope it helps.
How to do it:
Go to Project → Create and create a new project.
Make sure “Billable” or Sales Order linkage is disabled (or simply don’t create it from a quotation).
Enable Planning / Tasks / Timesheets as needed from the project settings.
Create tasks manually and assign:
Start and end dates
Employees
Planned hours
Use the Planning app (if installed) to schedule resources directly on tasks.
Key point:
Sales orders are not mandatory for project planning. They are only required if you want billing, invoicing, or sales-driven project creation.
This approach works well for:
Internal projects
R&D or maintenance work
IT / HR / Admin projects
Non-billable or fixed-budget initiatives
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
0
okt. 25
|
4621 | ||
|
0
mrt. 26
|
8 | ||
|
1
mei 25
|
7256 |
