Demo video: Event Project
Problem
By default, Odoo hasn't had a feature that allows linking the Event app with the Project app. This may cause problems when you create an event and want to separate the workload into tasks to manage and track the progress.
Solution
This module links the Event app with the Project app, and allows you to create/link the projects with an event, or create an event from a project. Help the manager to plan for the event, assign tasks and keep track of the event's progress.
Main features
- On the Event detail:
- Show the Create Project button allows you to create a project from an event.
- Show a smart button that tells you how many projects relate to this event.
- On the project detail:
- Show the Event field allows you to link the project to an event or create a new event to link.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_event_project.
- Press Install.
How to use
Instruction video: Event Project
Create projects from an Event.
After the to_event_project module is installed, the event detail will show the Create Project button, press the button to create a new project for this event.
Type in the project name and press Create.
After the project is created, the system will show a smart button to show event-related projects. Press the button to see the projects' details.
How link/create an event from a project.
Navigate to Projects > Projects, find the project you want to link to the event, press the kebap icon and, press Edit.
Here, the system will allow you to select an existing event or create a new event for this project.
Link the project with an event
On the project configuration, on the Event field, select an existing event to link to this project, and then press Save.
Then go to the selected event, and you will see the project is linked to the event detail.
Create a new event from a project
You can also create a new event from a project by typing the title of the event you want to create into the Event field and pressing Create.
Fill in the event's information and press Save.
Go to the Even app, you will see the new event created and linked to the project.
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