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イメージプレビューA build-to-order Odoo module that turns your repeatable projects into one-click reusable templates
— pre-built stages, tasks, dependencies and assignments spun up instantly.
ECOSIRE scopes, builds, installs and supports it for your Odoo 17, 18 or 19.
Project Templatesとは?
A build-to-order Odoo module that turns your repeatable projects into one-click reusable templates — pre-built stages, tasks, dependencies and assignments spun up instantly. ECOSIRE scopes, builds, installs and supports it for your Odoo 17, 18 or 19. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
主な機能
受注生産、すべておまかせ
自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。
- 1
ご注文
一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。
- 2
構築とインストール
ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。
- 3
本番稼働 + サポート
約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。
技術仕様
- Odoo互換性
- Odoo 17, Odoo 18, Odoo 19
- エディション
- Enterprise&Community
- ライセンス
- ライセンスの確認が必要です
- Python要件
- Python 3.10+
- データベース
- PostgreSQL 12+
この製品について
Teams that deliver the same kind of work over and over — client onboardings, implementation rollouts, event runs, product launches, maintenance cycles — end up rebuilding the same project skeleton by hand every single time. Someone re-types the task list, re-guesses the stages, forgets the checklist item that always bites, and re-assigns owners from memory. Odoo's native project.project and project.task models are excellent at running a project, but out of the box they give you almost nothing for reproducing one: there is no first-class "template" concept that captures a full task tree, its stages, dependencies, planned durations, assignees and descriptions and stamps out a fresh, live project on demand. The duplicate-project trick copies stale data and broken scheduling, and it does not scale to a curated library the whole company can trust.
This build-to-order module gives Odoo a real template layer. We create a dedicated template model (backed by models.Model with a clean _name, e.g. project.template, and child project.template.task records) that stores the canonical structure of a repeatable project: ordered stages, the full task hierarchy with parent/child relationships, task dependencies, planned hours, default assignees or roles, tags, descriptions and QWeb-ready checklists. A single "Create Project from Template" action — exposed as a button on the template form and, where you want it, on the Sales Order or CRM opportunity — instantiates a fully live project.project with all tasks generated in one transaction. Dates are computed relative to a kickoff date you supply, using @api.depends-driven compute fields and timedelta offsets so deadlines auto-schedule forward from day one instead of arriving pre-expired.
Technically it is a proper Odoo app, not a scripted hack. Access is governed by ir.model.access.csv plus record rules so template authors, project managers and read-only viewers see exactly what they should, and multi-company setups get company-scoped record rules. The instantiation logic is wrapped in a service method you can call from the UI, from an automated action (e.g. auto-spin a project when a deal is won), or over the external XML-RPC/JSON-RPC API for upstream systems. Views are delivered in standard XML with OWL-based interactivity for the template builder, list/kanban/form views for the library, and optional QWeb reports so a manager can print or PDF a template's full scope before it goes live. We honor Community vs Enterprise realities — the core template engine runs on Community, and where your instance has Enterprise features (Gantt planning, forecasting) we wire the generated projects to light them up rather than duplicating them.
Because this is built to order, nothing is downloaded blind. After a short scoping call we confirm your exact template structures, the trigger points (manual button, sales-driven, API), your Odoo version (17.0, 18.0 or 19.0) and your Community/Enterprise edition, then build against a staging copy of your database. You get installable source, UAT on staging, and a rollback plan before anything touches production. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company record rules, deep sales/CRM auto-instantiation, external API integrations and migrating large volumes of existing projects into reusable templates increase the quoted scope.
得られるもの
- Installable Odoo module source code for your target version (17.0, 18.0 or 19.0), with a clean `__manifest__.py` and correct dependency declarations
- Installation and configuration on your environment, including stage setup, security groups and any automated-action triggers
- Technical documentation: model/field reference, security matrix, and the instantiation service method / API entry points
- End-user guide plus a live training session for template authors and project managers
- Post-go-live support window for defect fixes and configuration adjustments
- UAT on a staging copy of your database with a documented rollback plan before production deployment
- Git repository handover with full commit history and tagged release
- Seeded starter templates built from your real recurring projects during the engagement
これは誰のためのものですか
Professional services / delivery lead
Runs the same client engagement shape repeatedly and needs every new project to start from a proven, complete blueprint instead of a blank board — with stages, tasks and owners already in place.
Odoo project manager / PMO
Owns a library of repeatable methodologies (onboarding, implementation, audit cycles) and wants a governed, version-controlled set of templates the whole team spins up consistently.
Operations / RevOps admin
Wants a won deal or confirmed Sales Order to automatically create the correct delivery project via an automated action or API, eliminating the manual hand-off gap between sales and delivery.
Odoo administrator / integrator
Needs a maintainable, security-scoped module with clean models and an `XML-RPC`/`JSON-RPC`-callable instantiation method they can wire into other systems and upgrade across Odoo versions.
Project Templates の比較方法
| 基準 | エコシエール | カスタムビルド | 競合他社 | Odoo 標準機能 |
|---|---|---|---|---|
| Reusable template concept | First-class template models that stamp out full live projects | Whatever you build in-house from scratch | Generic template feature, fixed to the vendor's data model | No true template — only manual project duplication |
| Date scheduling on creation | Relative offsets from a kickoff date, auto-scheduled forward | Depends on developer effort and time budget | Often copies fixed dates or limited relative logic | Copies original dates as-is (frequently already expired) |
| Task dependencies & hierarchy | Preserved parent/child subtasks and predecessor links | Possible but must be designed and tested by you | Varies; may flatten subtasks or drop dependencies | Not carried through duplication reliably |
| Fit to your workflow | Built to your exact stages, roles and triggers | Fully yours, at full build and maintenance cost | You adapt your process to the module's assumptions | Generic project stages only |
| Automation & API triggers | Button, automated action and `XML-RPC`/`JSON-RPC` entry points | Only what you implement | Usually manual button; limited automation hooks | Manual duplication only |
| Security & multi-company | `ir.model.access.csv` + record rules, company-scoped | Your responsibility to design and audit | Baseline access rules, rarely multi-company aware | Standard project access, no template governance |
| Support & ownership | Post-go-live support window + full source & git handover | You own and maintain everything alone | Vendor support tiers; source often obfuscated | Covered only by your Odoo support contract |
| Version coverage | Built and tested for 17.0 / 18.0 / 19.0 | Whatever you target and retest each upgrade | Depends on vendor's release cadence | Ships with core, no template layer to maintain |
Project Templates に関するよくある質問
Is this an existing app I can download and install right now?
No. This is a build-to-order module. ECOSIRE builds it to your exact template structures, Odoo version and edition, then installs and supports it. There is no instant download — you request a quotation, we scope it, and we deliver a module tailored to how your team actually runs projects.
How long does delivery take?
Typical delivery is one working week from confirmed scope. The timeline starts once we've agreed the template structures, trigger points and target Odoo version on the scoping call. Larger scope — multi-company rules, sales/CRM auto-instantiation, external integrations or migrating many existing projects — extends the window, and we confirm the exact date in the quote.
How does pricing and scoping work?
Pricing starts from $999 as an indicative figure for a single-company base scope. It is not a fixed final price. After a short scoping call we confirm the exact requirements and send a fixed written quote. Drivers like multi-company record rules, deeper Sales/CRM automation, API integrations and data migration volume increase the quoted scope.
Which Odoo versions and editions do you support?
We build and test against Odoo 17.0, 18.0 and 19.0. The core template engine runs on Community; where your instance has Enterprise features such as Gantt planning or forecasting, we wire the generated projects to use them rather than reinventing them. Tell us your version and edition on the call and we build to match.
What about support and updates after go-live?
Every engagement includes a post-go-live support window for defect fixes and configuration adjustments, plus a training session for your template authors. You receive the full source and git repository, so you own the code. Version upgrades (for example moving from 18.0 to 19.0) or new template features are quoted as a follow-on engagement.
How is this different from just duplicating an existing project in Odoo?
Duplicating copies stale dates, completed tasks and broken dependencies from one specific project, and it doesn't give you a governed library. This module introduces a real template model with relative date scheduling, preserved dependencies, role-based assignment and security rules — so every new project is generated clean and correctly scheduled from a single source of truth.
Can a new project be created automatically instead of by a button?
Yes. Instantiation is exposed as a service method, so beyond the manual 'Create Project from Template' button we can trigger it from an Odoo automated action (for example when a Sales Order is confirmed or a CRM opportunity is won) or from an external system over `XML-RPC`/`JSON-RPC`. We confirm which triggers you need during scoping.
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Project Templates
A build-to-order Odoo module that turns your repeatable projects into one-click reusable templates — pre-built stages, tasks, dependencies and assignments spun up instantly. ECOSIRE scopes, builds, installs and supports it for your Odoo 17, 18 or 19.
- Dedicated `project.template` and `project.template.task` models storing a full, versioned project blueprint separate from live project data
- One-click 'Create Project from Template' action that instantiates a complete live `project.project` with its entire task tree in a single ORM transaction
- Relative date scheduling: kickoff-date input drives `@api.depends` compute fields and `timedelta` offsets so task deadlines auto-schedule instead of copying stale dates
- Full task hierarchy support — parent/child subtasks, task dependencies (predecessor/successor) and stage ordering preserved from template to instance
