From Estimate to Project and Job Costing

Overview

Estimates must transition cleanly into execution.

Purpose & Use Case

• Cost structure continuity
• Accurate job tracking

How It Works in Odoo

Confirmed Sales Orders can generate projects and tasks.

Common Issues

• Lost cost structure
• Manual re-entry of data

Limitations

Native handoff is manual and error-prone.

When to Consider Professional Assistance

Automated estimate-to-project workflows often require professional development.

<p>Related: <a href="/forum/community-help-3/estimating-using-sales-orders-3">Estimating Using Sales Orders</a>, <a href="/forum/community-help-3/from-estimate-to-project-and-job-costing-131">From Estimate to Project and Job Costing</a>.</p>