Project Role Matrix
by CLuedoo https://www.cluedoo.com/shop/lic-clu-prj-0008-project-role-matrix-6193$ 150.86
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Project (project)
• Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 157 |
| Technical Name |
fal_project_role_matrix |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-prj-0008-project-role-matrix-6193 |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 157 |
| Technical Name |
fal_project_role_matrix |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-prj-0008-project-role-matrix-6193 |
| Versions | 17.0 18.0 19.0 |
ODOO FUNCTION
Odoo does not offer a Contacts tab within projects to link multiple partners with defined roles. There is no native way to display or manage the roles of several related partners directly inside the project interface.
CLUEDOO'S FUNCTION
CLuedoo enhances project management in Odoo by adding a Contacts tab in the Project app with the ability to:
1️⃣ Link individual contacts directly to specific projects, making all client-related contacts visible by default in the project.
2️⃣ Allow users to easily add or remove contacts from the project list, effectively managing the attachment of contacts to projects directly from the interface.
3️⃣ Automatically create an individual contact record linked to the client when a contact is added from the project, ensuring consistent client-contact relationships.
This improvement streamlines contact management within projects, facilitates better client communication, and simplifies project-related contact tracking for users.
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Go
to
Contacts
> choose a contact that has individual contacts
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Go to
Projects
> choose an existing project or create a new one
A Contacts tab is added to the project > the customer's individual contacts are linked to this tab automatically
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You can add/remove the project contacts from the list.
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If you create a new contact from this list, it will automatically have the project's customer as the company. |
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You can assign role for each contact from the list in the Role Type field, or create a new one on the fly. |
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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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