==================
CRM Project Create
==================
..
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:alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/16.0/crm_project_create
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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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.
.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_
**Table of contents**
.. contents::
:local:
Use Cases / Context
===================
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.
Usage
=====
To use this module, you need to:
1. Go to CRM > Sales > My Pipeline
2. Create a new opportunity or join an existing one.
3. Click on **Create project** in header.
4. A wizard is shown to fill project name and/or project description.
5. Click on **Create project**.
6. You can see project created in page **Extra Information**, inside
group **Misc**.
7. Is you have *Project: Administrator* permissions, you can edit the
project after creating it.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20crm_project_create%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
-------
* Moduon
Contributors
------------
- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
- Eduardo López (`Moduon <https://www.moduon.team/>`__)
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-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
:target: https://github.com/EmilioPascual
:alt: EmilioPascual
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-EmilioPascual| |maintainer-rafaelbn|
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_create>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "==================\nCRM Project Create\n==================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:b0555faf7acf3fa621d26d7a95df6e1cce0fced7788b70a02effce0c363e2d25\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png\n :target: https://odoo-community.org/page/development-status\n :alt: Alpha\n.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png\n :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html\n :alt: License: LGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github\n :target: https://github.com/OCA/crm/tree/16.0/crm_project_create\n :alt: OCA/crm\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_project_create\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of crm and project and allow you\nto create a project from opportunity or lead.\n\nIt also allows archiving or reactivating the project and its analytical\naccount from the lead.\n\n.. IMPORTANT::\n This is an alpha version, the data model and design can change at any time without warning.\n Only for development or testing purpose, do not use in production.\n `More details on development status <https://odoo-community.org/page/development-status>`_\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUse Cases / Context\n===================\n\nThis module was developed because sometimes you want to create the\nproject from the crm without creating a sales order, for example when\nyou want to plan a project.\n\nIt will be useful for you if you want to create a project before\ncreating a quotation and confirming it or if you want to estimate, plan\nor know if you have the capacity before making the sale.\n\nUsage\n=====\n\nTo use this module, you need to:\n\n1. Go to CRM > Sales > My Pipeline\n2. Create a new opportunity or join an existing one.\n3. Click on **Create project** in header.\n4. A wizard is shown to fill project name and/or project description.\n5. Click on **Create project**.\n6. You can see project created in page **Extra Information**, inside\n group **Misc**.\n7. Is you have *Project: Administrator* permissions, you can edit the\n project after creating it.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_project_create%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Moduon\n\nContributors\n------------\n\n- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)\n- Eduardo L\u00f3pez (`Moduon <https://www.moduon.team/>`__)\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px\n :target: https://github.com/EmilioPascual\n :alt: EmilioPascual\n.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px\n :target: https://github.com/rafaelbn\n :alt: rafaelbn\n\nCurrent `maintainers <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-EmilioPascual| |maintainer-rafaelbn| \n\nThis module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_create>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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