How to create/pick a project for a sales order

Question

Hi,

my question is similar to this one:

https://www.odoo.com/forum/help-1/question/create-project-on-sales-order-24081

I want to pick or create a project when creating a new sales order. This actually works, if I login as administrator. But unfortunately all other accounts do not see any drop down / field for project.

Do I need to adjust some user or employee settings? I read that there are some "Technical Settings" for employees, but I just see a "Setting" tab when I click an employee.

Ivan · Accepted Answer

Log in as Administrator, go to the Settings >> Technical >> Security >> Access Control List.  Select for the account.analytic.account model (I think that the model for Project field in Sale Order), and check which groups has the access to it.

Now, you need to add the users to one of those groups, or you can create a different group, let that group have access to account.analytic.account, and assign this group to the relevant users.

관련 게시물	답글	화면
Create Project from a template when Sales Order is created 해결 완료 templates projects sales.order	6 12월 24	20604
Transform Quotations to sales orders or invoices in a bulk action sales.order	3 2월 25	2411
Requirement of detailed documentation on Project management odoo module from scratch projects	1 11월 24	1719
Automatically add deadline to tasks added to Odoo Projects via mail 해결 완료 projects	1 7월 25	2612
Orden de venta borrada por error sales.order	1 12월 24	2299

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