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Working with Odoo 10

You're reading from   Working with Odoo 10 One stop guide for your enterprise needs

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Product type Paperback
Published in Jan 2017
Publisher Packt
ISBN-13 9781786462688
Length 426 pages
Edition 2nd Edition
Tools
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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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Toc

Table of Contents (18) Chapters Close

Preface 1. Setting Up Odoo 10 FREE CHAPTER 2. Installing Your First Application 3. Exploring Customer Relationship Management in Odoo 10 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 6. Configuring Accounting Finance 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. Comparative Analysis of Community vs Enterprise Edition appA. Locating additional Odoo resources

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:

  1. Create a new project record.

  2. Give a name to the project.

  3. Assign the project to a specific customer.

  4. Assign team members to the project.

To begin, under the Project application, select Projects in the menu on the left, and 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, it 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 e-mail assigned to the project. If you leave the Project Email field blank, Odoo will automatically create an e-mail based on the project name. Leave the Project Email...

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