Project templates

Templates allow you to create new projects with predefined settings, reducing the need to manually set up similar projects repeatedly.

Creating templates

To create a project template, an existing project is required and used as a base to be converted into a template. Converting a project into a template transfers the entire project’s properties to the template. This includes the project’s stages, tasks, sub-tasks, and their respective configurations, such as planned dates, statuses, assignees, and more.

First, access the settings of the project that you want to convert into a template by going to Projects, hovering your mouse over the project’s card, clicking the (vertical ellipsis) icon, and selecting Settings. Review and adjust the project’s properties to ensure it reflects your desired template setup.

Once your project is ready, click the (cog) icon and select Convert to Template. The Template banner indicates that the project has been successfully converted into a template.

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Converting a project into a template will also archive the original project used to create the template. To keep using a project that you want to convert into a template, duplicate it first by hovering your mouse over the project’s card, clicking the (vertical ellipsis) icon, and selecting Duplicate.

Truco

To edit or delete a template, go to Projects ‣ New. Next to the name of the template, click the (pencil) icon to edit it or the (trash) icon to delete it. Editing or deleting a template does not affect the projects that were previously created from it.

Project roles in templates

Templates enable you to pre-select specific roles for tasks within your template, making the selection of assignees faster during the creation of a new project using a template.

Go to Projects ‣ New, and click the (pencil) icon next to the name of the template you want to edit. Then click on the Tasks smart button, and on one of the tasks. In the Project Roles field, type or select the roles that you want to perform this task, then click Save.

Create a project based on this template: go to Projects ‣ New, and click on the name of the template. The Create a project from template form then includes Project Roles. For each of them, you can select assignees by clicking on the Assignees field. This automatically dispatches the right tasks to the right employees.

Task scheduling in templates

In a project template, task scheduling can be automated according to the planned dates specified within the template.

Importante

Project and task planned dates are not saved when converting a project into a template. These require to be added to the template after it is created.

On the project template, define the Planned dates for both the project and each task. When tasks have planned start dates in the template, Odoo calculates the number of working days between the project’s start date and the first scheduled task. This time window is referred to as the delta.

When a new project is generated from this template:

• The system uses the project’s start date as a reference.

• Each task’s start date is automatically planned according to its delta.

• If no start date is set on the new project, the current date is used as the default start date.

• Task end dates are then determined automatically by Odoo’s scheduling algorithm.

Nota

To ensure that all project roles and tasks are planned without conflict according to the team’s availability and workload, the scheduling algorithm calculates the end date of each task based on the allocated time, while also considering task dependencies and assignee’s availability, working schedule, time off, and public holidays.

Using templates

To create a new project from a template, go to Projects ‣ New, and click on a template in the Project Templates section. Enter a name for your project. Optionally, add a Customer, a Planned Date, and set up the task creation email. Then, click Create Project.

Templates can also be linked to specific products. To do so, the project template must be set as Billable:

• Go to Projects ‣ New and click the (pencil) icon next to the name of the template you want to edit.

• Click the Settings tab, tick the Billable checkbox, and click Save.

Once this is done, configure the product by:

• Selecting Service as the Product Type.

• Selecting Project or Project & Task in the Create on Order field.

• Selecting a Project Template and clicking Save.