Extended Quotation Report for Construction Estimation

This module extends the standard Odoo Sale Order / Quotation PDF Report to better support Construction Estimations. It includes project-specific fields and improved cost structuring tailored for construction workflows.

• Clean Layout: Organized by project details and cost types.
• Cost Breakdown: Order lines are grouped by Cost Type for easier understanding.
• Total Summary: Displays subtotals, taxes, and final total.

This enhanced quotation report makes it easier to communicate cost structure and project details to construction clients-without losing compatibility with Odoo's default quotation system.

Manage Construction Cost Products

Cost Products are created and managed using the standard product.template model. This allows construction-specific cost items to integrate seamlessly with Odoo's product and sales mechanisms.

• Menu Path: Construction Estimator > Cost Products
• Product Categorization: Only products under the category Construction Costs (and its subcategories) are shown.
• Reusable Cost Items: Each product represents a construction work item (e.g., Rebar Installation, Concrete Pouring) with a base unit price.

These cost products can be added to quotation templates and grouped in estimations based on their category, forming the basis for fast and consistent cost calculations.

Manage Project Types

Easily classify your construction estimates by project nature using the Project Types feature. These types help group quotation templates and reports according to their construction domain.

• Menu Path: Construction Estimator > Configuration > Project Types
• Predefined Types: The module comes with 12 ready-to-use types, such as:
• Residential Building - Houses, apartments, and villas
• Commercial Building - Office buildings, malls, and retail spaces
• Industrial Facility - Factories, plants, and warehouses
• Infrastructure - Roads, bridges, and utilities
• Public Project - Hospitals, schools, and government buildings
• Renovation - Refurbishment and structural upgrades
• Interior Fit-Out - Ceilings, finishes, MEP interiors
• Landscaping - Gardens and outdoor structures
• Mixed-Use Development - Combined residential/commercial projects
• Modular/Prefab - Prefabricated structures
• Special Projects - Landmarks, theaters, and cultural builds
• Turnkey Project - Full scope design-build-deliver jobs
• Flexible Management: Add, rename, or remove project types as needed for your organization.

Cost Types Management

Organize your estimation lines efficiently using Cost Types. These act as categories for cost-related products and group them logically within quotations.

• Menu Path: Construction Estimator > Configuration > Cost Types
• Model Base: Uses the standard product.category model, fully integrated with Odoo's product management.
• Predefined Types: The module comes with 19 ready-made cost types, such as:
• Foundation
• MEP
• Flooring
• Doors and Windows
• Electrical
• HVAC / Mechanical
• Finishing
• Furniture and Equipment
• Miscellaneous / Contingency
• Flexibility: You can add, rename, or remove cost types as needed to fit your construction workflow.

Reporting

Menu: Construction Estimator > Reporting
The module provides two pivot-style analytical reports:

• Cost Summary by Type: Totals grouped by Cost Type.
• Cost Summary by Project Type: Totals grouped by Project Type.

Settings

Menu: Construction Estimator > Configuration > Settings

• Construction Templates: Define default quotation templates per project type. For example: Residential Construction Template, Commercial Building Template, etc. You can manage templates via the Construction Templates link.
• Auto Confirm Estimation Order: Automatically confirms the sale order when an estimation is marked as approved.
• Lock Confirmed Sales: Prevents further editing of confirmed estimation orders for safety and auditability.