Project Update Portal Access

Main Features

• Portal Access for Followers: Allows project followers and update followers to access project updates through the portal
• Automatic Access Control: Automatically grants access based on follower relationships
• Update List View: Portal users can view all updates for projects they follow
• Update Detail View: Portal users can view detailed information about specific updates
• Breadcrumb Navigation: Integrated breadcrumb navigation for easy access to updates

Benefits

• Keep stakeholders informed about project progress without requiring full system access
• Share project updates with external partners and clients through the portal
• Maintain transparency by allowing followers to track project status
• Easy access to project updates through a dedicated portal interface

Dependencies

This module requires:

• project: Odoo’s project management module
• portal: Odoo’s portal module for customer access

Table of contents

Installation

1. Go to the Apps menu
2. Remove the “Apps” filter if necessary
3. Search for “Project Update Portal Access”
4. Click Install

Prerequisites

Make sure the following modules are installed:

• Project (base project module)
• Portal (Odoo’s portal module for customer access)

The system will automatically install the necessary dependencies during installation.

Permissions

The module uses portal access rules to control visibility:

• Portal users can view updates if they are followers of the project
• Portal users can view updates if they are followers of the specific update
• Access is read-only for portal users (no create, write, or delete permissions)

Access Configuration

Adding Followers to Projects

1. Go to the Projects module
2. Open a project
3. In the project form, add followers in the Followers field
4. Followers will automatically have access to project updates via portal

Adding Followers to Updates

1. When creating or editing a project update
2. Add followers in the Followers field of the update
3. Those followers will have access to that specific update via portal

No additional permission configuration is required.

Access Project Updates via Portal

Method 1: From Project Page

1. Log in to the portal
2. Go to Projects menu
3. Select a project you are following
4. Click the View Updates button on the project page
5. You will see a list of all updates for that project
6. Click on any update to view its details

Method 2: Direct URL Access

1. If you have the direct link to an update, you can access it directly
2. The link format is: /my/projects/<project_id>/update/<update_id>
3. You can also access the updates list: /my/projects/<project_id>/updates

Access Requirements

Project Followers

To access project updates, you must be:

• A follower of the project (project.message_partner_ids)
• OR a follower of the specific update (message_partner_ids)

Automatic Access

The system automatically grants access when:

• You are added as a follower to a project
• You are added as a follower to a specific update
• You receive a notification about a project update

Viewing Updates

Update List View

1. Navigate to a project you follow
2. Click View Updates button
3. You will see a list of all updates with:
   • Update title
   • Status badge (On Track, At Risk, Off Track, On Hold)
   • Date and author
   • Progress bar
4. Click on any update to view full details

Update Detail View

When viewing a specific update, you can see:

• Update title and status
• Date and author information
• Progress percentage with visual progress bar
• Full description with HTML formatting
• Navigation breadcrumbs to easily return to project or updates list

Update Status Indicators

The module uses color-coded badges to indicate update status:

• Green (On Track): Project is progressing as expected
• Orange (At Risk): Project may face delays or issues
• Red (Off Track): Project is behind schedule or facing significant issues
• Blue (On Hold): Project is temporarily paused

Navigation

Breadcrumb Navigation

The breadcrumb navigation shows your current location:

• Projects → Project Name → Updates → Update Name

You can click on any breadcrumb item to navigate back to that section.

Quick Access

• Use the View Updates button on the project page for quick access
• The updates list is paginated if there are many updates
• Use the pagination controls to navigate through multiple pages

Usage Examples

Example 1: Client Project Updates

1. Add your client as a follower to the project
2. Create project updates regularly
3. Client can access updates through the portal
4. Client stays informed about project progress without needing system access

Example 2: Partner Collaboration

1. Add external partners as followers to specific updates
2. Partners receive notifications about updates
3. Partners can access update details through portal links
4. Maintain transparency in collaborative projects

Example 3: Stakeholder Reporting

1. Create regular project updates with progress information
2. Add stakeholders as project followers
3. Stakeholders can review updates at their convenience
4. Reduce need for status meetings and email updates

Tips

• Use project updates to keep all stakeholders informed about progress
• The portal interface provides a clean, focused view of updates
• Breadcrumb navigation makes it easy to navigate between projects and updates
• Status badges provide quick visual indicators of project health
• Progress bars help visualize project completion status

Authors

• Escodoo

Contributors

• ESCODOO:
  • Marcel Savegnago <marcel.savegnago@escodoo.com.br>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.