oca-crm/odoo-bringout-oca-crm-crm_project_create/crm_project_create

==================
CRM Project Create
==================

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    :target: https://github.com/OCA/crm/tree/16.0/crm_project_create
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This module extends the functionality of crm and project and allow you
to create a project from opportunity or lead.

It also allows archiving or reactivating the project and its analytical
account from the lead.

.. IMPORTANT::
   This is an alpha version, the data model and design can change at any time without warning.
   Only for development or testing purpose, do not use in production.
   `More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

This module was developed because sometimes you want to create the
project from the crm without creating a sales order, for example when
you want to plan a project.

It will be useful for you if you want to create a project before
creating a quotation and confirming it or if you want to estimate, plan
or know if you have the capacity before making the sale.

Usage
=====

To use this module, you need to:

1. Go to CRM > Sales > My Pipeline
2. Create a new opportunity or join an existing one.
3. Click on **Create project** in header.
4. A wizard is shown to fill project name and/or project description.
5. Click on **Create project**.
6. You can see project created in page **Extra Information**, inside
   group **Misc**.
7. Is you have *Project: Administrator* permissions, you can edit the
   project after creating it.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`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**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Moduon

Contributors
------------

- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
- Eduardo López (`Moduon <https://www.moduon.team/>`__)

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
    :target: https://github.com/EmilioPascual
    :alt: EmilioPascual
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
    :target: https://github.com/rafaelbn
    :alt: rafaelbn

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-EmilioPascual| |maintainer-rafaelbn| 

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_create>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.