ODOO BEHAVIOUR

Odoo Standard process is Quotation -> Sales Order -> Project and Task.
So, the project and task is created automatically at the quotation confirmation.

CLUEDOO BEHAVIOUR

In many case, time is consumed, for example, for pre-sales tasks, before clients decide to use service. Therefore it requires creating project & task to record time ahead of confirmed quotation.

Cluedoo module allows the previously created project & tasks and recorded hours to be linked to future sales orders.

USE CASE

In a pitching process for ERP implementation, the pre-sales phase consumes 10 hours. So it's a key point to create project & task prior to quotation confirmation to track these hours.

Key set-up

1. Setup Project Template and Task Template
- How to do: please refer to module Project/Task Template

For use case, 1 Project template called "ERP implementation - project template" was setup with 1 task template inside.
 

2. Configure product:

- Product Type: Service
- Invoicing policy: Based on Timesheets
- Create on Order: Project and Task
- Project Template: select Project Template setup above

- Task Template: select Task Template setup above
 

Scenario 1 (Solution to Use case): Project and task created prior to quotation confirmation.

Action 1:  Create a new Project from "ERP implementation - project template"

Result: 
1. On the newly created project's settings, an analytic account was auto-generated. 
 

 

2. The new task inside new project was auto-created from task template.

- Task's AA is project's AA
- At the moment, the task has not been assigned a specific Sales Order

Action 2: Input consumed time for pre-sales on task's timesheet tab.