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Add oca-crm submodule with 26 CRM modules
🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
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==================
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CRM Project Create
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==================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:b0555faf7acf3fa621d26d7a95df6e1cce0fced7788b70a02effce0c363e2d25
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
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:target: https://github.com/OCA/crm/tree/16.0/crm_project_create
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:alt: OCA/crm
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of crm and project and allow you
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to create a project from opportunity or lead.
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It also allows archiving or reactivating the project and its analytical
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account from the lead.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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**Table of contents**
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.. contents::
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:local:
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Use Cases / Context
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===================
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This module was developed because sometimes you want to create the
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project from the crm without creating a sales order, for example when
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you want to plan a project.
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It will be useful for you if you want to create a project before
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creating a quotation and confirming it or if you want to estimate, plan
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or know if you have the capacity before making the sale.
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Usage
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=====
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To use this module, you need to:
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1. Go to CRM > Sales > My Pipeline
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2. Create a new opportunity or join an existing one.
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3. Click on **Create project** in header.
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4. A wizard is shown to fill project name and/or project description.
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5. Click on **Create project**.
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6. You can see project created in page **Extra Information**, inside
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group **Misc**.
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7. Is you have *Project: Administrator* permissions, you can edit the
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project after creating it.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_project_create%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Moduon
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Contributors
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------------
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- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
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- Eduardo López (`Moduon <https://www.moduon.team/>`__)
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
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:target: https://github.com/EmilioPascual
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:alt: EmilioPascual
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.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
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:target: https://github.com/rafaelbn
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:alt: rafaelbn
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-EmilioPascual| |maintainer-rafaelbn|
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_create>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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