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odoo accounting v14 pos v15
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projectstages
2 Odgovori
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Robert Klüsener

We have different standard project-types with fixed stages that we use.

For example: One project type is "fairs" which has the stages 1. booking 2. preparation 3. fair 4. follow-up. Another type is product development which has the stages 1. Draft 2. Prototyping 3. Testing 4. Production 5. Release.

I have seen that I can configure fixed stages for all projects in the configuration menu. But I rather would need a few preconfigured "pipelines" (set of stages) to choose from when I create a new project.

Is there any adon / module with such functionality?

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Robert Klüsener
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You can set a project and it´s stages as a template by clicking the "Set as Template" button in the project form view.

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Daniel Reis
Best Answer

You don't need a Project Template for this: each Project definition includes a Stages tab where you can define the list of Stages specific to it.

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