Projects Module Customization

Extend Odoo's Project module with advanced task tracking, sprint management, and customized project screens for agile teams

Skills You'll Gain:
Odoo Module Development Workflow Automation Custom Model Design Security Rules UI/UX Customization
17 Tasks

Project Tasks

11. Add "Type" Field to Project Tasks

Your customer needs to add a "Type" field to project tasks in the Odoo Projects module. This field will allow for additional classification of project tasks, helping users to better organize and manage their workflow..

Path:

Project → Projects → Tasks

Implementation Steps:
  1. In your extended project.task model add the following:
    1. Add Type selection field with (Development, Design, Testing,Review) with Development as default option.
    2. Modify the form view for project tasks to include the new "Type" field. after Name field.
    3. Display the "Type" field in the Kanban view for better visibility

12. Add Unique Code to Project Tasks

Your customer needs to implement a Unique Code field for each project task in Odoo.

Path:

Project → Projects → Tasks

Implementation Steps:
  1. In your Extended project.task model to add the new Unique Code field.it is read-only field.
  2. Override the create method to generate the Unique Code based on the project's sequence.
  3. Modify the form view for project tasks to include the new Unique Code field, before the project_id field.
  4. Modify the tree view for project tasks to include the new Unique Code field, before the project_id field.
  5. Modify the kanban view for project tasks to include the new Unique Code field, after the name field.

13. Add Department to Tasks

Your customer needs to implement a Department field for each task in Odoo.

Path:

Project → Projects → Task

Implementation Steps:
  1. In your Extended project.task model add the new Department field.
  2. Department Relational field with hr.department model, This links the task to a specific department.
  3. Modify the form view for task to include the new Department field, after the partner_id field.
  4. Modify the tree view for task to include the new Department field, after the user_ids field.
  5. Allow search by Department field in the list view.
  6. Allow filter by Department field in the list view.

14. Restrict Task Visibility to Creators and Assignees

Your customer needs to implement rules in Odoo to ensure that only task creators and assignees with can see their own tasks within a project

Implementation Steps:
  1. Implement Record Rules in project.task that restricts access to tasks based on the creator or the assignees.

15. Display Project Image in Kanban

Your customer needs to display an image for each project in the Kanban view. This visual representation will help users quickly identify and differentiate between various projects.

Implementation Steps:
  1. Inherit the project.project model as the following:
    1. Modify the Kanban view of the project to include the project image.

16. Add Department to Project

Your customer needs to implement a Department field for each project in Odoo.

Path:

Project → Configurations → Projects

Implementation Steps:
  1. In your Extended project.project model add the new Department field.
  2. Department Relational field with hr.department model, This links the project to a specific department.
  3. Modify the form view for project to include the new Department field, after the Name field.
  4. Modify the tree view for project to include the new Department field, after the Name field.
  5. Allow search by Department field in the list view.
  6. Allow filter by Department field in the list view.

17. Budget vs Actual Tracking

Your customer needs to compare estimated budgets with actual costs in real-time.

Implementation Steps:
  1. In your Extended project.project model add the new Expected Budget and Actual Cost fields.
  2. Compute Actual Cost by summing Purchase orders linked to the project
  • Create a graph view showing variance between the two fields
  • Add alerts when costs exceed 90% of budget