Odoo Help


Does v9 still support Parent Analytic Accounts & Project Templates?

on 4/23/16, 10:15 AM 1,135 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
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

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. 

I am a skilled Communicator and I only take the serious things seriously!

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: 1135 times
Last updated: 4/23/16, 1:02 PM