Advance Team Management for Project
Inject hierarchical multi-level team matrices, dynamic stage workflow mappers, and secure backend assignee validators into projects.
Key Module Highlights
Advance Team Management for Project
Configure Work Teams and Development Teams
Navigate to the Project app and open the Leader Team menu. Click on the "New" button to construct your team matrix (e.g., Development Team). Here, you can define a specific Manager By, allocate a dedicated Department By, assign custom color indexes, and populate the roster with multiple employees under the "Team Members By" tab.
Operational Structure: Teams created in this dashboard serve as the foundational backbone for mapping sub-teams and validating task assignees across your projects.
Establish Nested Child Teams via Popup Configuration
Inside your main team profile, switch over to the "Child Teams By" tab and click on "Add a line". This instantly triggers a clean, dedicated popup wizard labeled "Open: Child Teams By". Here, you can define specialized sub-units (e.g., Front-end development Team) with their own dedicated assignees, automatically forming a secure hierarchical tree structure.
Recursive Safeguard: The backend validation system auto-hides the Child Teams tab within this popup window to prevent endless nested loops, keeping your employee registry clean and optimized.
Define Standardized Stage Groups Templates
Navigate to Project > Configuration > Stage Groups Type and click "New" to create a standardized workflow group (e.g., General). Under the "Tasks Stages Type" field, map multiple lifecycle stages (such as New, Inbox, Done, Cancelled) to bundle them into a single reusable pipeline configuration template.
Workflow Optimization: Stage Groups save project managers from manually configuring stages for every single project. Once defined, they deploy an entire pipeline setup with a single click.
Link Teams and Auto-Sync Project Roster
Open any project dashboard (e.g., Project Management) and navigate to the custom "Team Members By" tab. Once you select a Leader Team BY, the backend's automated member-fetching engine instantly parses the entire hierarchy, pulling all employees from the parent team, its child sub-teams, and extra allocations straight into the Extra Members roster.
Automated Resource Mapping: The real-time onchange compiler completely eliminates manual data entry errors. If team rosters or child units are adjusted in the master backend, the project-level member profiles sync automatically.
Deploy Workflow Pipelines with Stage Groups
Switch over to the custom "Project Stages By" tab within your project form view and select a template in the Stage Groups Teams field (e.g., General). The system's mapping logic automatically assigns, binds, and renders the entire predefined array of task lifecycle stages (such as New, Inbox, Done, Cancelled) directly into your active project configuration view.
Data Orchestration: The grid view under the stages list automatically updates in read-only mode, showing crucial configurations like kanban fold behaviors, project bindings, and mapped system email templates at a single glance.
Automatic Stage Group Auditing inside Tasks
When you create or navigate to any task dashboard (e.g., Project Module) and select its corresponding Project, the system dynamically fetches the assigned workflow layout. The Stage Groups Team field instantly renders in read-only mode right underneath the project selector, giving team members immediate visibility into the active operational template.
Contextual UI Rendering: The 'Stage Groups Team' field utilizes an intelligent conditional rule (invisible="not project_id") ensuring it stays cleanly hidden until a valid project is actively selected.
Enhanced Task List Auditing & Clean UI Labels
Navigate to the global "Tasks" or "My Tasks" list view to inspect your optimized team pipelines. The system's XML view inheritance streamlines the metadata columns by transforming standard technical labels into intuitive business headings: Name becomes Title, Assignees updates to Assigned to, and Stage is explicitly marked as Stage for maximum interface clarity.
Data Orchestration: The Project reference column is dynamically set to optional="show", guaranteeing that task-to-project mappings are clearly visible in list rows by default, making bulk operations completely transparent.
Key Features & Capabilities
Empower your project coordination workflows with automated employee pooling structures and native multi-stage project workflow templates in Odoo.
Multi-Level Team Matrix
Establish deep organizational depth with parent-child team relations, localized department bindings, color codes, and clear managerial accountability profiles.
Dynamic Stage Mappers
Group task stages into unified, reusable templates. Automatically maps and binds entire arrays of task workflows directly to project pipelines upon selection.
Automated Member Sync
Real-time onchange compilers automatically parse, flatten, and pool employee records from active leader layouts, sub-teams, and extra allocations into project sheets.
Ironclad Task Validation
Intercepts CRUD cycles during creation and modifications. Instantly triggers a rigid process freeze if an unauthorized user is assigned to a restricted task.
Strict Loop Safeguards
Embedded backend model constraints validate structural updates, permanently blocking logical loops like configuring a work team as its own sub-team or parent.
Full Chatter Tracking
Leverages Odoo's core social layer to track and broadcast structural modifications, leader transitions, and administrative resource updates instantly.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Project (project) |
| Lines of code | 397 |
| Technical Name |
se_project_advance_team |
| License | LGPL-3 |
| Website | https://sprinterp.com |
Please log in to comment on this module