Construction Contract Management
by Odoo DevHouse https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse$ 743.18
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) • Project (project) |
| Lines of code | 7979 |
| Technical Name |
construction_contract_mgmt |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) • Project (project) |
| Lines of code | 7979 |
| Technical Name |
construction_contract_mgmt |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
Construction Contract Management
Full-cycle construction contract management - Client Contracts, Subcontracts, BOQ, Measurements, IPC billing, Variation Orders, Advance Payments, and Retention - all in one Odoo 18 module.
Construction companies managing multiple projects face a painful gap: standard Odoo handles sales and purchasing but has no concept of BOQ, Measurement Sheets, IPC progress billing, or retention. Teams fall back on spreadsheets, lose traceability, and manually calculate every payment certificate.
- No Bill of Quantities (BOQ) - quantities and rates managed outside Odoo
- No Measurement Sheets - site progress tracked on paper or spreadsheets
- No Interim Payment Certificates (IPC) - billings calculated manually every period
- No Variation Order tracking - scope changes not reflected in contract value
- No Retention or Advance management - calculated separately, prone to errors
- Both Client Contracts and Subcontracts must be managed in disconnected systems
This module adds a full construction contract lifecycle inside Odoo 18. Manage Client Contracts and Subcontracts in dual-direction mode, build detailed BOQ with sections and items, record field Measurements through an approval chain, generate IPC progress certificates that auto-calculate retention and advance recovery, approve Variation Orders that instantly revise contract values, and track Advance Payments and Retention Releases - all linked to Odoo's accounting for automatic invoice and journal entry generation.
- Dual-Direction Contracts: Client Contracts (inbound) and Subcontracts (outbound) in a single unified model
- Bill of Quantities (BOQ): Sections, line items, item codes, UoM, rates - with live variation and progress tracking
- Measurement Sheets: Field measurement entry with Previous / Current / Cumulative quantities and approval workflow
- Interim Payment Certificates (IPC): Auto-load from measurement, auto-calculate retention, advance recovery, VAT, and net amount
- Automatic Invoice/Bill Generation: IPCs create Odoo invoices or bills with work done, advance recovery, and retention lines
- Variation Orders: Quantity increase/decrease, new items, rate changes, and omissions - approved variations update BOQ instantly
- Advance Payments: Create advance invoices with configurable percentage, track recovery across IPCs
- Retention Management: Automatic retention deduction per IPC, release via journal entry or invoice
- Construction Dashboard: KPI overview - active contracts, revised amount, certified amount, pending IPCs, pending variations
- Contract State Workflow: Draft -> Under Review -> Approved -> Active -> Completed -> Closed with full audit trail
- Completion Tracking: Auto-computed completion percentage based on certified amounts vs. revised contract value
- PDF Reports: Professional reports for Contracts, Measurements, IPCs, Variations, Advances, and Retention Releases
- Portal Access: Employee portal with visibility controls per contract
- Accounting Integration: Configurable journal, work account, advance account, retention account, and VAT tax per contract
Create the Contract & Build the BOQ
Go to Construction Contracts -> Contracts -> New. Select Client Contract or Subcontract, set the partner, project, dates, original amount, retention %, advance %, and VAT %. Then open the BOQ Lines tab and add sections, item codes, descriptions, UoM, quantities, and unit rates. Submit for review, approve, and activate the contract.
Record Field Measurements
Go to Measurements -> New, link to the contract and period. Click Load BOQ Lines to auto-populate all items with their previous quantities. Enter current quantities measured on site. Submit -> Check -> Approve through the workflow chain.
Generate an IPC (Interim Payment Certificate)
Create a new IPC linked to the contract and measurement. Click Load from Measurement to auto-populate quantities and rates. The system auto-calculates: current work value, cumulative certified value, advance recovery, VAT, retention deduction, and net payable amount. Approve the IPC.
Create Invoice or Bill from the IPC
Click Create Invoice/Bill on the approved IPC. Odoo automatically creates a customer invoice (for client contracts) or vendor bill (for subcontracts) with separate lines for work done, advance recovery, and retention - all linked to the configured accounts.
Issue Variation Orders
Go to Variations -> New. Add variation lines specifying type (Quantity Increase, Decrease, New Item, Omit, or Rate Change), link to BOQ items, set quantities and rates. Approve the variation - BOQ revised quantities and contract value update automatically in real time.
Manage Advances & Release Retention
Record advance payment invoices from the Advances menu - advance recovery is automatically deducted in each subsequent IPC. When the project nears completion, create a Retention Release via journal entry or invoice to return retained funds to the subcontractor or receive them from the client.
Monitor from the Dashboard
The Construction Dashboard gives a real-time KPI view: active contracts count, total revised contract value, total certified amount, total invoiced, total paid, advance balance, retention balance, and pending document counts (IPCs, variations, advances, retention releases). Filter by contract for a project-level view.
Step 1 - Construction Dashboard
Real-time KPI overview: active contracts, revised amount, certified amount, advance balance, retention balance, and pending document counts. Filter by contract for a project-level view. Quick action buttons create new documents in one click.
Step 2 - Contracts List View
All contracts in one list - Client Contracts and Subcontracts side by side, filterable by direction, status, project, and partner. Revised amount, certified amount, completion %, and state are visible at a glance.
Step 3 - Contract Form: BOQ Lines Tab
The BOQ Lines tab shows every item with Item Code, Description, UOM, Contract Qty, Unit Rate, and Total Amount. Revised quantities and rates - updated automatically by approved Variation Orders - appear alongside original values. Smart buttons at the top link to Measurements, IPCs, Variations, Advances, and Retention Releases.
Step 4 - Contract Form: Accounting Tab
The Accounting tab holds all financial configuration: Journal, Work Account, Advance Account, Retention Account, VAT Tax, and contract financial terms. These settings are used automatically when generating IPC invoices and advance payment entries.
Step 5 - Measurements List View
All Measurement Sheets listed with reference number, contract, period, state, and total certified value. Multiple measurements per contract are supported - each tracks the cumulative progress from all prior periods.
Step 6 - Measurement Sheet Form (Approved)
Each measurement line shows Previous Qty, Current Qty, Cumulative Qty, Previous %, Current %, Total %, Allowed Qty, and Remaining Qty. The workflow tracks Draft -> Submitted -> Checked -> Approved with a full chatter trail for every state transition and approval comment.
Step 7 - IPC Form: IPC Lines Tab
The IPC Lines tab is loaded from the approved Measurement Sheet in one click. Each line carries the BOQ item, Previous Qty, Current Qty, Unit Rate, and Current Value. The system prevents double-billing by blocking a measurement from being used in more than one approved IPC.
Step 8 - IPC Form: Amounts Tab
The Amounts tab shows the complete financial breakdown: Current Work Value, Cumulative Work to Date, Advance Recovery (capped at remaining advance balance), Taxable Base, VAT, Gross Amount, Retention Held, Other Deductions, and final Net Payment. The Create Invoice/Bill button posts the accounting entry instantly.
Step 9 - IPCs List View
All Interim Payment Certificates in a list with IPC reference, contract, measurement period, net amount, state, and invoice link. The state bar (Draft -> Under Review -> Approved -> Done) enables a structured approval flow before invoicing.
Step 10 - Variation Order (Approved)
Variation lines support five types: Quantity Increase, Decrease, New Item, Omit, and Rate Change. On approval, the BOQ revised quantities, revised rates, and contract revised amount update automatically across all related Measurements, IPCs, and reports.
Step 11 - Advance Payment (Posted)
Advance payments with configurable amount and VAT. One click creates the Odoo invoice or bill and marks the advance as Posted. The recovered amount is then automatically deducted from each subsequent IPC proportionally until the full advance is recovered.
Step 12 - Retention Release
Retention Release documents track the release of funds held throughout the project. The form shows Available Retention balance, release amount, release method (Journal Entry or Invoice/Credit Note), and period. A constraint ensures releases never exceed the held retention balance.
Every document in the module has a dedicated PDF report - printable, shareable, and automatically pre-filled from your Odoo data. All reports follow a consistent branded layout with your company logo, a status badge, and a signature panel.
Full BOQ with section subtotals and grand total. Financial Summary, Accounting Snapshot, Completion %, and Payment Terms. Variation impacts shown inline on each BOQ line.
Per-item measurement lines with Allowed Qty, Previous, Current, Total, Remaining quantities and progress %. Value Summary shows Measured Value, Cumulative, and Contract Revised Amount. Prepared By / Checked By / Approved By signature panel.
Certified Quantities table with section grouping. Full financial Settlement block: Cumulative Certified, Advance Recovery, Retention, VAT, Net Amount. Three-party signature panel (Prepared By / Reviewed By / Approved By).
Variation Lines table listing Type, Item Code, Original Qty, Variation Qty, Revised Qty, Unit Rate, and Impact Amount per line. Contract Summary showing Original vs Revised Value. Total Variation Amount clearly highlighted at the bottom.
Advance Details (Direction, Advance %, linked Invoice) alongside Amounts block (Advance Amount, VAT, Total). Serves as a formal advance record for client or subcontractor files.
Release Details (Direction, Release Method, Entry / Invoice Ref.) alongside Amounts block showing Available Retention and Release Amount. Documents the formal release of held funds at project completion or milestone.
Employees and site teams access their contracts, measurements, IPCs, and variation orders through a dedicated portal - no Odoo backend access needed. Every list supports filtering and sorting; every detail page has a Download PDF button and navigation back to the list or dashboard.
After installation, employees see Contracts, Measurements, IPCs and Variations with live record counts on their personal portal home page at /my/home.
Each contract has a Visibility tab that controls exactly who can see it in the portal. By default all logged-in employees can see all contracts. Enable restriction to limit access to a specific list of employees.
Step-by-step: Controlling Portal Access
/my/employee/contracts -> sees only their allowed contracts.
Both checkboxes unchecked = all logged-in employees see this contract in the portal. No setup required.
Tick Restrict Portal Visibility -> the Portal Employees tag field appears -> add employees -> save.
Employees can submit new Measurement Sheets directly from the portal at
/my/employee/measurement/new
Accessible at /my/employee/contracts - no backend access needed.
General Contractors
Manage client-facing contracts with full BOQ, measurement approval, IPC billing, and retention - replace spreadsheets entirely.
Subcontract Management
Run outbound subcontracts alongside client contracts - separate BOQs, measurements, and IPC bills per subcontractor with full retention tracking.
Infrastructure Projects
Long-duration road, bridge, or utility projects with multi-period measurements and variation-heavy scope changes that evolve throughout execution.
MEP Contractors
Mechanical, Electrical, and Plumbing contractors billing by progress certificate with complex scope variations and phased retention releases.
Real Estate Developers
Developers managing multiple concurrent construction contracts with different subcontractors - unified advance, retention, and billing visibility.
Oil & Gas EPC
EPC contractors on large industrial projects with structured BOQ, multi-period IPC billing, high-value advance payments, and strict retention schedules.
| Line | Description | Calculation |
|---|---|---|
| Current Work Value | Sum of (Current Qty à Unit Rate) for all IPC lines | Σ(qty à rate) |
| Advance Recovery | Current Work à Advance % (capped at remaining advance balance) | min(work à adv%, balance) |
| Taxable Base | Current Work Value minus Advance Recovery | work â recovery |
| VAT Amount | Taxable Base à VAT % | base à vat% |
| Retention | Current Work Value à Retention % | work à ret% |
| Net Payable | (Taxable Base + VAT) â Retention â Other Deductions | (base+VAT) â ret â ded |
Installation & First Setup
- Install: Copy the module to your addons path -> Apps -> Update App List -> search "Construction Contract" -> Install
- Assign users: Settings -> Users -> assign Construction Manager or Construction User roles
- Configure accounting: On each contract, set Journal, Work Account, Advance Account, Retention Account, and VAT Tax before creating IPCs
- Create your first contract: Construction Contracts -> Contracts -> New -> set direction, partner, project, BOQ lines -> Activate
- Record measurements: Measurements -> New -> Load BOQ Lines -> enter quantities -> Approve
- Generate IPCs: IPCs -> New -> Load from Measurement -> Approve -> Create Invoice/Bill
Requires: Odoo 18 Community or Enterprise with modules: base, mail, hr, project, account, uom, portal. No additional enterprise modules required for core functionality.
Can I manage both Client Contracts and Subcontracts in the same module?
Yes. The contract direction field lets you select Client Contract (inbound) or Subcontract (outbound). IPCs on client contracts create customer invoices; IPCs on subcontracts create vendor bills - both using the same workflow.
What happens to the BOQ when a Variation Order is approved?
Approved variations instantly recompute each BOQ line's Revised Qty, Revised Unit Rate, and Revised Amount. New items are added as new BOQ lines. The contract's Revised Amount updates automatically. All subsequent measurements and IPCs use the revised values.
Is advance recovery capped if the contract advance is fully recovered?
Yes. Each IPC calculates proposed recovery as Current Work à Advance %, but it is capped at the remaining advance balance (Total Advance â Already Recovered). Once the advance is fully recovered, no further deductions appear.
Can I create multiple IPCs against the same contract?
Yes. Each IPC is for a specific period and linked to one measurement. The system automatically computes Previous Certified Value by summing all prior approved IPCs, so cumulative totals are always correct. Each measurement can only be linked to one IPC to prevent double billing.
How does retention release work?
Go to Retention Releases -> New, enter the release amount (cannot exceed available retention balance), choose the release method: Direct Journal Entry (clears retention account to a bank/cash account) or Invoice Required (creates a customer invoice or vendor bill). The available retention balance updates automatically.
Does the module work with Odoo Community or only Enterprise?
Both. The module only depends on standard Community modules (base, mail, hr, project, account, uom, portal). No enterprise-only modules are required. It works on Odoo 18 Community and Enterprise editions.
Eliminate Spreadsheets
Replace error-prone Excel sheets for BOQ, measurements, and IPC billing with a structured, auditable Odoo workflow.
Faster Billing Cycles
Load measurement into IPC in one click, auto-calculate all deductions, and generate the invoice - reducing billing time from days to minutes.
Full Audit Trail
Every state change, amount recalculation, and user action is logged in the chatter - complete traceability for audits and disputes.
Real-Time Financial Control
Dashboard shows live certified vs. invoiced vs. paid amounts, advance balances, and retention - no manual reconciliation needed.
Need Help or Have a Feature Request?
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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