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Sale Project Milestone

Generate project milestones from sales orders

Technical Name:
sale_project_milestone
License:
LGPL-3
Author:
Numigi
Maintainer:
https://odoo-community.org
Website:
https://bit.ly/numigi-com
Repository:
https://github.com/Numigi/odoo-sale-addons/tree/12.0/./sale_project_milestone
https://kastor.lab.numigi.net/web/image/product.template/1350/image_1920?unique=0a81b40
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Sale Project Milestone

Context

In vanilla Odoo, it is possible to generate tasks and projects when confirming a sales order.

The module project_milestone allows to define milestones on tasks.

static/description/task_with_milestone.png

Description

This module allows to generate a milestone in a project when confirming a sales order (instead of generating a task).

Then, each task linked to this milestone is automatically linked to the sales order line.

Configuration

In the form view of a product of type service, I find new options under Service Tracking.

  • Create milestone in existing project
  • Create milestone in new project
static/description/product_service_tracking.png

Create milestone in existing project

When selecting this option, a project must be selected.

static/description/product_milestone_existing_project.png

Each sales order line will generate a new milestone in the selected project.

The title of milestone is the description of the sales order line.

Create milestone in new project

When selecting this option, you may select a project template and / or a milestone template.

static/description/product_milestone_new_project.png

Each sales order line will generate a new milestone in a project.

Milestone Template

This field allows to select a milestone linked to a non-billable project.

If a milestone template is selected, it is used to create the new milestone for the sales order line.

All tasks and subtasks linked to the milestone template are copied into the new milestone.

Project Template

If a project template is selected, a new project will be created based on this template. Otherwise, a global project is created for the sales order.

If two lines in the same order use the same template project, the same project is reused for both lines. This behavior is coherent with the option Create a task in a new project.

Usage

I create a new product with the option Create milestone in new project.

I select a milestone template for this product.

static/description/product_with_milestone_template.png

I create a second product with a different milestone template.

static/description/product_2_with_milestone_template.png

I create a sales order with the two products.

static/description/sales_order_new.png

After confirming the sales order, I notice a smart button Milestones.

static/description/sales_order_milestones_button.png

After clicking on the button, two milestones are shown.

static/description/milestones_list.png

After clicking on the first milestone, the related tasks are displayed.

static/description/milestone_form.png

In the form view of a task, if I change the milestone, the related sales order line is updated.

static/description/task_form_milestone_changed.png

Release

Since version 1.2.0 of the module, we set False in the field sale order line if the milestone is removed from the task. Also the filter on the sale order line field is improved according to the project and the milestone associated with the task.

Contributors