SME Project Type

The SME Project Type module enhances Odoo’s project management capabilities by introducing a classification layer called Project Types, allowing for structured planning and standardization. Project Types can be pre-configured with a list of Milestones, ensuring that each new project inherits consistent deliverables and stages based on its type.

This functionality is especially useful for businesses managing similar projects across clients or departments, such as implementations, installations, or consulting services—each following a repeatable framework.

Key Features & Benefits:

Define Custom Project Types

Administrators can configure project types such as "Implementation", "Training", "Audit", etc., to classify projects more effectively.

Assign Milestones to Project Types

Each type can be linked to a specific set of milestones, serving as templates for future projects.

Auto-Linking of Milestones

When a project is created with a designated type, the associated milestones are automatically applied—eliminating the need for manual entry.

Improves Consistency

Ensures every project under a specific type follows the same structure and deliverables, reducing errors and improving planning visibility.

Streamlines Setup

Reduces repetitive setup for recurring project patterns and helps standardize project workflows across the organization.

Example Use Case:

A project manager at a consulting firm creates a new project for a client’s software implementation. Instead of manually adding standard milestones like “Requirement Gathering,” “Deployment,” and “Training,” the manager selects “Implementation” as the project type. The system automatically populates the project with the predefined milestones, saving time and enforcing consistency.

Summary:

The SME Project Type module empowers teams to manage projects more efficiently by introducing reusable project type templates with predefined milestones. It streamlines project setup, standardizes workflows, and boosts operational efficiency—especially in service-based organizations that rely on consistent project frameworks.