Hi,

Step 1: Create a Project Template

Make sure you already have a project template called “Template A”:

    Go to Projects → Configuration → Project Templates

Step 2: Create a Server Action

Go to:

Settings → Technical → Automation → Automated Actions (Rules)

Click Create and set:

Model = Sales Order (sale.order)

Trigger = On create and edit

Apply on = Domain (state = 'sale')

Action to do = Add an action :-

Type : Duplicate record

Record to create : Project

Duplicate from : Template A

Link field : Project (Sale order)

Now, whenever you confirm a sale order, a project copy from template A will be created and they will be connected.

Hope it helps