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Working with Odoo 11

You're reading from   Working with Odoo 11 Configure, manage, and customize your Odoo system

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Product type Paperback
Published in Mar 2018
Publisher
ISBN-13 9781788476959
Length 474 pages
Edition 3rd Edition
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Concepts
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Author (1):
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Greg Moss Greg Moss
Author Profile Icon Greg Moss
Greg Moss
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Table of Contents (18) Chapters Close

Preface 1. Setting Up Odoo 11 FREE CHAPTER 2. Installing Your First Application 3. Exploring CRM in Odoo 11 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 6. Configuring Accounting and Finance Options 7. Administering an Odoo Installation 8. Implementing the Human Resources Application 9. Understanding Project Management 10. Creating Advanced Searches and Dashboards 11. Building a Website with Odoo 12. Implementing E-Commerce with Odoo 13. Customizing Odoo for Your Business 14. Modifying Documents and Reports 15. Discovering Custom Odoo Modules 16. Comparing Community and Enterprise Edition 17. Another Book You May Enjoy

Creating our first project

After the Project Management application has been successfully installed, we can go to the Project application and create a new project.

The basic steps we will follow are:

  • Creating a new project record
  • Giving a name to the project
  • Assigning the project to a specific customer
  • Assigning team members to the project

To begin, under the Project application, select Dashboard in the menu on the left, then click the Create button:

In previous versions of Odoo, you were taken to the Project editor after clicking Create. Like many processes in Odoo 10, this is now greatly simplified, and you are presented with a very simple wizard that prompts for a Project Name as well as a project email. For our example, we will use Sunny Hill Lil League as the name for our project.

The Project Email is useful when you want a specific email assigned to the project. If you...

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