Hello,
I am using Odoo 17 and I have the required modules activated (Sales, Projects, Timesheets). I would like to set it up so that:
- In a new quotation, I'm able to specify a project where the task will be created if the quotation is confirmed
- When a quotation is confirmed, a new task is automatically created in the predefined project.
- Each line of the quotation becomes a line in the timesheet associated with that task.
I have already checked the standard settings in the Projects module and enabled features such as "Timesheets on tasks". However, I am not sure how to fully configure Odoo to achieve the desired behavior.
I saw in the documentation that it is possible to create a task for each product. But this is not what I'm looking for. It makes more sense for my activity as a sale order is made buy a business unit and each business unit as their own project. So it is easier for my team to have their own project and each SO is a task of this project. But for that I need to be able to to create a task in a specific project from an order and add all the product line as a timesheet.
Could you please guide me on how to set this up?
Thank you!
Hi @Chris,
I did exactly as you suggested. But I'd have thought there'd be a simpler way of automatically adding a quote to the desired project.