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Does v9 still support Parent Analytic Accounts & Project Templates?

on 4/23/16, 10:15 AM 499 views

In Odoo(9) Community Edition ,there is no option to create Project template, Also analytic Accounts for Projects with parent Accounts. is there any options someone can come up with  to solve this.


Ray Carnes

--Ray Carnes--
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 4/23/16, 11:20 AM

To workaround Project Templates, create a Project with Stages and Tasks, then archive it before you use it.  It is now a 'template' that can be duplicated when you want to use it as the starting point for new Projects.

Using parent accounts (for financial accounts also) was removed in v9 because it mixes two concepts: (a) data and (b) how you want to consolidate/report the data.  Odoo now uses TAGS to manage the concept of (b) instead of parent_id.

Analytic Accounting reports that use these tags, which are more flexible and functional than parent_id's, did not make it to version 9. :(

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Asked: 4/23/16, 10:15 AM
Seen: 499 times
Last updated: 4/23/16, 1:02 PM