oca-project/odoo-bringout-oca-project-project_role/project_role
Ernad Husremovic 6094c218b2 Move 124 sale modules to oca-sale, create oca-project with 56 project modules from oca-workflow-process
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README.rst Move 124 sale modules to oca-sale, create oca-project with 56 project modules from oca-workflow-process 2025-08-30 18:04:10 +02:00

=============
Project Roles
=============

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fproject-lightgray.png?logo=github
    :target: https://github.com/OCA/project/tree/16.0/project_role
    :alt: OCA/project
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/project-16-0/project-16-0-project_role
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/project&target_branch=16.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows maintaining project roster based on roles and assignments.
List of roles is configured at company level, while assignments can be created
on project, company, and cross-company levels, with configurable inheritance.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure the list of roles avalable:

#. Go to *Project > Configuration > Project Roles*
#. Add/remove roles according to your business processes

To manage assignments on particular project:

#. Go to *Project > Projects*
#. Open project of interest
#. Click on *Assignments* smart-button
#. Add/remove assignments as needed

To manage assignments:

#. Go to *Project > Assignments*
#. Add/remove assignments as needed

Also, it's recommended to consider using ``web_m2x_options`` module in order to
avoid unneeded creation of roles and projects using Quick Create action by
setting the ``web_m2x_options.create`` system parameter to ``False``.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/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/project/issues/new?body=module:%20project_role%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
~~~~~~~

* CorporateHub

Contributors
~~~~~~~~~~~~

* `CorporateHub <https://corporatehub.eu/>`__

  * Alexey Pelykh <alexey.pelykh@corphub.eu>

* Alfadil Mustafa <alfadil.tabar@gmail.com>
* Tharathip Chaweewongphan <tharathipc@ecosoft.co.th>

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-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
    :target: https://github.com/alexey-pelykh
    :alt: alexey-pelykh

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

|maintainer-alexey-pelykh| 

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

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