Project Teams and Members

by
Odoo

17.84

v 14.0 Third Party 5
Required Apps Project (project)
Lines of code 433
Technical Name xf_project_team
LicenseOPL-1
Websitehttps://xfanis.ru
Also available in version v 12.0 v 13.0
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Required Apps Project (project)
Lines of code 433
Technical Name xf_project_team
LicenseOPL-1
Websitehttps://xfanis.ru
Also available in version v 12.0 v 13.0

Project Teams and Members

Team based access for projects and tasks. Dynamic, Customizable and Flexible teams to stay organized. This module makes managing of project and tasks more easy, secure and flexible.

Key Features:

  • Each user in the Project/Manager group can create own team and add members to manage projects.
  • Project Team Leader can specify a unique access level for each team member: 3 levels access for managing and 3 levels for deleting tasks.
  • If the special option "Managing by Team" enabled, nobody except team members can manage tasks inside project
  • Project Manager and User assigned to task can lock changes of task to make sure that the task is not edited by anyone else.
  • Project Manager and Team Leader can be different people, they can both manage the project. Other users have no access update project details.

How it works:

After installing the module, project manager can create a new project team and add members.

Project Team Creating


After creating project team can be selected in project setting form:

Also the additional option "Managing by Team" can be enabled. If the option enabled, only team members can create/edit/delete project tasks. Other users will have readonly access.

Project Form

After selecting a team, the readonly list of members appears in the second tab of project form. The list shows who is a member of the team and what level of access each of them has.

Project Team Members List


Only team members can be assigned to the tasks if project team selected:

Only team members can be assigned


If someone tries to create, edit or delete a task inside the project, the access error will appear:

Only team members can manage tasks


If project team member has insufficient access level, the access error will appear:

Insufficient access level message


Project Manager and User assigned to task can lock/unlock changes to prevent/allow updating/deleting by other users:

Locked Task Form

If someone tries to edit or delete a locked task, the access error will appear:

Locked Task Form


As you can see, with this module, you can configure access rights quite flexibly to manage the project and its tasks more effectively.

Contact me for Support, Customization, Implementation:
Email: dev@xfanis.ru
Telegram: https://t.me/xfanis
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