Can Odoo 19 automatically create an Analytic Account each time a Project is created?

Question

I am using Projects and *always* want an Analytic Account created.
Since there are various ways Projects can be created, including manually and automatically, is there a way I can force Odoo to create an Analytic Account each time?
The idea is that this would work if my Users create Projects manually, as well as when Projects are created from templates and via Sales Orders that sell service products configured to create Projects automatically.

Ray Carnes (ray) · Accepted Answer

Yes.
Create an Automation Rule:
image [1]
The trigger here is *On create *irrespective if the creation is done by the User or by Odoo.

There are two actions, one to create the Account and one to Update the name:
image [2]
Notice this one uses the Link Field so that the Analytic Account is correctly linked back to the Project.

Then, we need to rename the Account from *Name *to the name of the Project:* *
image [3]

[1] /web/image/85678381-b10a6b47/image.png?access_token=a0934896-bdea-4864-a2a8

Related Posts	Odpovědi	Zobrazení
How to track project cost with Time sheet in V11 Vyřešeno project account analytic timesheet	1 lis 19	5154
Should Analytic Account be on the Vendor Bill from auto generated Purchase Order? project analytic	0 říj 24	1550
Analytic Account Refresh Vyřešeno account analytic	1 říj 22	3224
Account Analytic Sequence account analytic	1 lis 21	2595
ODOO 11 : Can I change the analytic account a project is attached to ? project analytic	1 srp 18	6433

This question has been flagged

Enjoying the discussion? Don't just read, join in!