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461 lines
14 KiB
HTML
461 lines
14 KiB
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</head>
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<body>
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<div class="document" id="crm-project-create">
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<h1 class="title">CRM Project Create</h1>
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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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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_project_create"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module extends the functionality of crm and project and allow you
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to create a project from opportunity or lead.</p>
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<p>It also allows archiving or reactivating the project and its analytical
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account from the lead.</p>
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<div class="admonition important">
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<p class="first admonition-title">Important</p>
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<p class="last">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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<a class="reference external" href="https://odoo-community.org/page/development-status">More details on development status</a></p>
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</div>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#use-cases-context" id="toc-entry-1">Use Cases / Context</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="use-cases-context">
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<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
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<p>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.</p>
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<p>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.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to CRM > Sales > My Pipeline</li>
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<li>Create a new opportunity or join an existing one.</li>
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<li>Click on <strong>Create project</strong> in header.</li>
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<li>A wizard is shown to fill project name and/or project description.</li>
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<li>Click on <strong>Create project</strong>.</li>
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<li>You can see project created in page <strong>Extra Information</strong>, inside
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group <strong>Misc</strong>.</li>
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<li>Is you have <em>Project: Administrator</em> permissions, you can edit the
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project after creating it.</li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
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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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<a class="reference external" href="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**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Moduon</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li>Emilio Pascual (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
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<li>Eduardo López (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
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<p><a class="reference external image-reference" href="https://github.com/EmilioPascual"><img alt="EmilioPascual" src="https://github.com/EmilioPascual.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/rafaelbn"><img alt="rafaelbn" src="https://github.com/rafaelbn.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_project_create">OCA/crm</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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</div>
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</div>
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</body>
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</html>
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