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SME Sales Order Project Creation

Introduces the flexibility to create a unique project per line, with optional use of templates, fully respecting Odoo’s project tracking and timesheet structures
June 24, 2025 by
SME Sales Order Project Creation
Silverdale Technology, Somroo Hassaan
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In standard Odoo, when multiple service products in a sales order require project creation (service_tracking = project_only), the system typically generates a single project per sales order. However, many businesses need distinct projects per sales order line—especially when managing different deliverables, teams, or billing requirements for each line.

The Multiple Project Creation from Sale Order Lines module introduces the flexibility to create a unique project per line, with optional use of templates, fully respecting Odoo’s project tracking and timesheet structures.

Key Features & Benefits:

New Product Setting: “Create Project Per Order Line”

  • Added to the product form view
  • Visible when service_tracking = project_only
  • When checked, each Sale Order Line will generate a separate project, even if part of the same Sales Order

Project Creation with or Without Templates

  • If a project template is linked to the product:
    • The new project is copied from the template
    • Tasks and subtasks are updated with correct sale order line and partner info
  • If no template is provided:
    • A blank project is created with a dynamic name based on the product and order context

Maintains Standard Project and Task Logic

  • Fully compatible with Odoo’s project_only and task_in_project flows
  • Prevents unintended task duplication or reassignment

Enhanced Control for Project-Based Sales

  • Enables separation of scopes within a single order
  • Ideal for professional services, custom development, or multi-phase project sales

Visual Configuration and Intuitive Behavior

  • Field is shown dynamically only when service_tracking = project_only
  • Integrates with existing milestone generation and task creation flows
  • Compatible with default Odoo project reporting and planning

Example Use Case:

A consulting firm sells a Sales Order with 3 service lines:

  1. “Business Analysis”
  2. “Implementation”
  3. “Training & Handover”

With create_project_per_order enabled on all 3 products, the system creates three separate projects, allowing each to be managed, staffed, and billed independently—without interfering with each other’s timelines or resources.

Summary:

The Multiple Project Creation from Sale Order Lines module gives businesses fine-grained control over project creation per sales line, offering the flexibility to treat each line as a separate project deliverable. This improves operational clarity, resource planning, and billing accuracy for project-based sales workflows in Odoo.

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