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Architecture Design Request Architect Manage

by
Odoo

320.60

v 18.0 Third Party 1
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Sales (sale_management)
Website (website)
Discuss (mail)
Inventory (stock)
Project (project)
Purchase (purchase)
Invoicing (account)
Employees (hr)
Community Apps Dependencies
Lines of code 6427
Technical Name architecture_design_request_architect
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Sales (sale_management)
Website (website)
Discuss (mail)
Inventory (stock)
Project (project)
Purchase (purchase)
Invoicing (account)
Employees (hr)
Community Apps Dependencies
Lines of code 6427
Technical Name architecture_design_request_architect
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0

Architecture Design Request Workflow Management

Odoo App for Architecture Design Request Management for Home, Office, and More

This app enables you to manage architecture design requests submitted via the website, allowing the design or project team to review, process, and respond to each request efficiently from the backend.

Main Features:

  • Category and Stage Configuration: Allows the Architect Manager to configure and manage architectural request categories and stages.
  • Customer Meeting Management: Enables the Architect Manager to schedule and organize meetings with customers.
  • Job Cost Sheet Creation: Facilitates the creation of a request specific job cost sheet by the Architect Manager.
  • Sales Order Creation from Job Cost Sheet: Allows the Architect Manager to generate a sales order directly linked to a job cost sheet.
  • Task Assignment and Management: Empowers the Architect Officer and Manager to create tasks and assign them to architects.
  • Design Creation for Tasks: Enables architects to create designs for their assigned tasks.
  • Multiple Design Versions per Task: Architects can create multiple design versions for a single task, accommodating design iterations.
  • Version wise Design Management: Designs are managed in versions, with the ability to incorporate customer feedback and make revisions for each version.
  • Customer Portal Access: Allows customers to view their own requests and access the published designs related to those requests via the customer portal.
  • For further details, users can watch the demonstration video and refer to the screenshots below.

Roles by Users:

  • Architect Manager
  • Architect Officer
  • Architect
  • Portal User / Customer Login

Role of Architect Manager:

  • Meeting Management: The Architect Manager creates and schedules meetings with customers to discuss requests.
  • Job Cost Sheet Creation: The Architect Manager is responsible for creating and managing job cost sheets for architecture requests.
  • Sales Order Management: The Architect Manager generates sales orders based on the quotation lines associated with architecture requests.
  • Project Creation: The Architect Manager creates new projects for each architecture request, ensuring proper tracking and management.

Role of Architect Officer:

  • Task Assignment: The Architect Officer assigns specific tasks to architects based on architecture requests.
  • Customer Interaction: The Architect Officer works closely with customers, ensuring clear communication and understanding of the project requirements.

Role of Architect:

  • Design Creation: Architects create designs based on the tasks assigned to them and collaborate with customers to refine the designs.
  • Task Management: Architects are responsible for working on the design tasks assigned to them and ensuring timely delivery of designs.

Role of Portal User / Customer:

  • Request Submission: Portal users (customers) can create architecture requests directly from the website.
  • Request Tracking: Customers can view and manage their requests via the "My Account" portal on the website.

Note: There are three predefined user groups in the system:
1. Architect
2. Architect Officer
3. Architect Manager
To access the architecture apps in the system, ensure that the relevant user group is assigned to the user by ticking the appropriate role in the user form.

Edition Compatibility:


Enterprise Odoo.sh Community

Login as Joel Willis : Portal User Access

Architecture Design Request Menu

Architectural Design Request Details Form

Thank You for Your Submission

Login as Nicole Ford : Architect Manager

Architectural Request Management Menu (Backend)

Architectural Request Management : Kanban View

Architecture Request Form : Pre Edit View

Architecture Request Form : Post Edit View

  • The Architect Manager sets the expected start and closing dates, priority level, assigns the Architect Officer and Architect, and creates a new project for the request.

Create Meeting Button on Architectural Request Form

Meeting Form : Edit Mode View

  • Newly Created Meeting in Edit View

Meeting Details View (Post Save)

Create Job Cost Sheet via Smart Button

  • Click on the "Job Cost Sheets" Smart Button to create a new Job Cost Sheet. Relevant information, including the request name, project, customer, and other details, will be automatically populated.

Generate Job Cost Sheet Lines

Materials Tab
Labours Tab
Overhead Tab

Generate Sales Quotation Using "Create Sales Quote" Button

  • Note : Fill Quotation Lines Before Clicking the "Create Sales Quote" Button

Login as Julie Richards : Architect Officer

Architectural Request Management : Kanban View

Generate Task Using "Create Task" Button

Task Creation Form : Edit Mode

Task Creation Form View

Login as Kim Snyder : Architect

Architectural Request Management : Kanban View

Task Smart Button on Architectural Request Form

  • Access Assigned Task via "Tasks" Smart Button on Request

Task Management : Kanban View

Create Design via "Create Design" Button on Task Form

  • Create a Task Related Design Using the "Create Design" Button

Architectural Design Details Form View

  • Fill Your Design in Three Formats: PDF, Google Sheet, and Text
Design Format: PDF
Design Format: Google Slide
Design Format: Text

Fill Timesheet Entries for Task

Timesheets Section on Architectural Request Form View

Login as Joel Willis : Portal User

Frontend: My Account Menu

My Account: Your Architectural Requests Menu

Architectural Requests : Portal List View

Architectural Requests : Portal Form View

Architecture Designs : Smart Button on Architectural Request Portal Form View

Architecture Designs : Portal List View

  • Note : Portal Users Can View Only Published Designs in the List

Architecture Design Details : Form View

Design Format: PDF
Design Format: Google Slide
Design Format: Text

Configuration Setup

Architecture Categories : Menu

Architecture Categories : List View

Architecture Categories : Form View

Stages Configuration Menu

Stages Overview : List View

Stages Overview : Form View

Stage Form View : Information Collection

Stage Form View : Closed

Automatic Email on Stage Change

Customer Satisfaction Survey Mail

Customer Satisfaction Feedback Form

Customer Feedback Acknowledgment Message

Customer Satisfaction Smart Button : Architectural Request

Customer Satisfaction : Kanban Overview

Customer Satisfaction : Form View

My Account : Tasks Menu

Task Overview : Portal List View

Architecture Designs Smart Button : Task Portal Form View

Architecture Designs : Portal List View

Architecture Designs : Portal Form View

Architectural Request : PDF Report

Request Print : PDF Generation Menu

Generated Report : PDF Format

Access Control : User Groups

Architect Manager

Architect Officer

Architect

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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