What it does
Bring Project and Task and Project Milestone context into your approval requests so everyone sees exactly what the approval is for.
When enabled, the project manager can be automatically invited to approve – no manual chasing.
Why it matters
- Clarity: Finance, PMO, and leadership immediately see the project or task behind each request.
- Control: Prevent off‑project spending and mismatched tasks.
- Speed: The right approvers get involved at the right time, reducing back‑and‑forth.
Key features
- Project/Task on requests and on lines (you can keep them optional or make them required).
- Auto‑invite the Project Manager as an approver when a project is set.
- Smart behaviors to avoid mistakes:
- If you pick a Task, its Project is filled in for you.
- If you change the Project, tasks from a different project are cleared.
- Ready to use: the module can include sample Approval Types like “Project” and “Project Task” for quick start.
Who is this for
- Project‑driven teams who need clean approval trails.
- SMEs and growing companies that want simple setup without technical steps.
- Engineers and admins who still appreciate sensible defaults and clean domains.
Editions Supported
- Community Edition
- Enterprise Edition
This software and associated files (the "Software") may only be
used
(executed, modified, executed after modifications) if you have
purchased a
valid license from the authors, typically via Odoo Apps,
or if you
have
received a written agreement from the authors of the
Software (see the
COPYRIGHT file).
You may develop Odoo modules that use the Software as a library
(typically
by depending on it, importing it and using its
resources), but
without
copying any source code or material from the
Software. You may distribute
those modules under the license of your
choice, provided that this
license
is compatible with the terms of
the Odoo Proprietary License (For
example:
LGPL, MIT, or proprietary
licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell
copies of the
Software or modified copies of the Software.
The above copyright notice and this permission notice must be
included in
all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND
NONINFRINGEMENT. IN NO EVENT
SHALL THE
AUTHORS OR COPYRIGHT HOLDERS
BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN
ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING
FROM, OUT OF OR IN
CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE
SOFTWARE.
