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Hi, 


We are working on various projects for external clients. In this context, I can share projects with my external clients using the Project / Parameter / Share option. This option allows recipients to view project tasks and some associated features (timesheet, % of completion...). 


In addition to sharing tasks in this format, we would like also to share the task Gantt View. Strangely, this basic functionnality does not seem native, unless I am mistaken ? It seems that we can not even export the Gantt in PDF, which is very frustrating. 


How can we manage projects with clients and share a Gantt view with them ? 


Thanks for your help !!!


Have a great day

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Autor Best Answer

Dear Ricardo, 

Thanks for your response. We are not looking at adding customers as collaborators in edit mode on our projects. We would like to share the project gantt view in a simple way (in read mode, not edit) to external parties, or at least being able to export it in excel / pdf. 

Thanks

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for sure you're not the only wanting this feature. Unfortunately it's not yet possible in the standard version and requires customization of at least user groups access rights. As it's a common requirement, maybe with questions here on /forum and also on /support, this requirement to have more "access modes" should be met out of the box soon.

hi Olivier, did you solve your query?

Autor

Hi, thank you very much for your reply. It helped me understand that ... I cant do it alone. I have not found any extension, so I ll have to ask a developper to do it.

I am stunned that Odoo does not manage Project / Gantt properly. It seems that they only think about basic Kanban view when they develop functionnalities. What a pity ...

Best

Best Answer

In the dropdown menu (3 dots) of any project, you have the share option, and the "Edit" access mode will provide access to the Gantt view, as well as other access rights, like to move tasks between stages (changes will as usual be logged in the chatter):



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Dear Ricardo,

Thanks for your response. We are not looking at adding customers as collaborators in edit mode on our projects. We would like to share the project gantt view in a simple way (in read mode, not edit) to external parties, or at least being able to export it in excel / pdf.

Thanks

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