Creating and Configuring Projects

Overview

Creating a project establishes the structural foundation for task management and reporting.

Step-by-Step

1. Navigate to Project → Create
2. Enter the project name
3. Select visibility and privacy settings
4. Enable optional features (timesheets, milestones)

Configuration Notes

• Projects can be configured as internal, customer-facing, or billable
• Visibility controls who can view and edit tasks

Common Issues

• Incorrect privacy settings limiting access
• Missing feature activation (timesheets, milestones)

Limitations

Odoo does not enforce standardized project templates without additional configuration.

Professional Assistance

BUSATX can implement standardized project templates across teams.