🔧 Create a Project on Odoo
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Create a Project on Odoo


Purpose

This SOP standardizes Odoo project tagging ("event" for Events, "university" for LPU) in analytic accounts to enable instant backend recognition and streamlined tech reporting.


Step-by-Step

Step 1: Access the Project Module

  1. Log in to your Odoo instance (e.g., https://www.lynch-pin.com/odoo)

  2. From the main menu, click on "Project"

Step 2: Access Project Settings

  1. After entering the Project app, locate your project in the list or dashboard view

  2. Click the three dots (â‹®) menu beside the project name field

  3. From the dropdown menu, select "Settings"

    (This will open the project configuration page)

Step 3: Configure Analytic Account

  1. Click the "Analytic" tab located in the project header menu

  2. In the Analytic Account section:

    • Locate the "Projects" field

      (The picture above shows this under Description → Settings → Analytic)

Step 4: Click on Internal Link

  1. After configuring the Analytic Account, locate and click "Internal Link" in the header menu

Step 5: Set the Project Reference (Critical Step)

  1. Locate the "Customer" section in the project details

  2. Find the "Reference" field

  3. For Events: Type 'event' in the Reference field

  4. For LPU (University) projects: Type 'university' in the Reference field