Initial commit: OCA Technical packages (595 packages)

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Ernad Husremovic 2025-08-29 15:43:03 +02:00
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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.

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- Emilio Pascual ([Moduon](https://www.moduon.team/))
- Eduardo López ([Moduon](https://www.moduon.team/))

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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.

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