Metadata-Version: 2.1
Name: odoo-addon-crm_project_create
Version: 18.0.1.0.1
Requires-Python: >=3.10
Requires-Dist: odoo-addon-mail_message_destiny_link_template==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Allow create projects from lead/opportunity
Home-page: https://github.com/OCA/crm
License: LGPL-3
Author: Moduon, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)

==================
CRM Project Create
==================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
    :target: https://github.com/OCA/crm/tree/18.0/crm_project_create
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    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of crm and project and allow you
to create a project from opportunity or lead.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

This module was developed because sometimes you want to create the
project from the crm without creating a sales order, for example when
you want to plan a project.

It will be useful for you if you want to create a project before
creating a quotation and confirming it or if you want to estimate, plan
or know if you have the capacity before making the sale.

Usage
=====

To use this module, you need to:

1. Go to CRM > Sales > My Pipeline
2. Create a new opportunity or join an existing one.
3. Click on **Create project** in header.
4. A wizard is shown to fill project name and/or project description.
5. Click on **Create project**.
6. You can see project created in page **Extra Information**, inside
   group **TRACKING**.
7. Is you have *Project: Administrator* permissions, you can edit the
   project after creating it.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_project_create%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Moduon

Contributors
------------

- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
    :target: https://github.com/EmilioPascual
    :alt: EmilioPascual
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
    :target: https://github.com/rafaelbn
    :alt: rafaelbn

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-EmilioPascual| |maintainer-rafaelbn| 

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/18.0/crm_project_create>`_ project on GitHub.

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