Project Product Planning & Costing Management

Overview

This Odoo 17 module provides comprehensive project management with product costing, material planning, and production order generation capabilities.

Features

1. Project Definition (Screen 1)

• Create and manage projects with customer information
• Define project timelines (start and end dates)
• Add multiple finished products to each project
• Track product quantities, weights, cost prices, and sale prices
• Calculate total costs, sales, and profits
• Project workflow: Draft → Confirmed → In Progress → Done

2. Product Pricing (Screen 2)

• Version-based pricing system for products
• Link pricing to specific projects and customers
• Define product components with quantities and costs
• Integrate with Odoo Bill of Materials (BOM)
• Create or link BOMs for each component
• Support for multiple pricing versions
• Workflow: Draft → Confirmed → Approved

3. Material & Production Planning (Screen 3)

• Load components from approved pricing
• Automatic material requirement calculation
• Stock availability checking (free stock vs. requirements)
• Shortage calculation and RFQ generation
• Work order creation for:
  • Main finished product
  • Semi-finished components with BOMs
• Track RFQs and work orders

Installation

1. Copy the project_product_costing folder to your Odoo addons directory
2. Restart the Odoo server
3. Update the Apps list (Apps → Update Apps List)
4. Search for "Project Product Planning & Costing Management"
5. Click Install

Dependencies

This module requires the following Odoo modules:

• base
• project
• product
• stock
• mrp (Manufacturing)
• purchase
• sale_management

Usage

Creating a Project

1. Go to Project Costing → Project Definitions
2. Click "Create"
3. Fill in project details (name, customer, dates)
4. Add project products in the "Project Products" tab
5. Confirm the project

Creating Product Pricing

1. Go to Project Costing → Product Pricing
2. Click "Create"
3. Select customer (projects will be filtered automatically)
4. Select project (products will be filtered automatically)
5. Select product (quantity and weight auto-filled)
6. Add component products
7. Link or create BOMs for components
8. Confirm and approve the pricing

Material & Production Planning

1. Go to Project Costing → Material & Production Planning
2. Click "Create"
3. Select project and product
4. Click "Load Components" to import from pricing
5. Click "Material Planning" to:
   • View material requirements
   • Check stock availability
   • See shortages
   • Create RFQs for shortage items
6. Click "Create Work Orders" to generate production orders

Technical Details

Models

• project.definition - Project header information
• project.product.line - Project products (one-to-many)
• project.product.pricing - Pricing header with versioning
• project.product.component - Product components with BOM links
• material.production.planning - Planning header
• material.planning.component - Loaded components
• material.requirement.line - Material requirements with stock info

Sequences

• Project Code: PROJ/00001
• Pricing Code: PRICE/00001
• Planning Reference: PLAN/00001

Configuration

Access Rights

All users in the "User: All Documents" group have full access to all features.

Customization

You can customize:

• Sequence prefixes and padding
• Field validations
• Workflow states
• View layouts

Support

For issues or questions, please contact: support@yourcompany.com

Credits

Author: Your Company Version: 17.0.1.0.0 License: LGPL-3

Changelog

Version 17.0.1.0.0

• Initial release
• Project definition with multiple products
• Version-based product pricing
• BOM integration
• Material planning with stock checking
• Work order generation
• RFQ creation for shortages