Create Tasks related to Cost Items for Timesheets, Projects and Service Tasks

Created by Paul Rainbow, Modified on Fri, 20 Sep, 2024 at 10:51 AM by Paul Rainbow

When Estimates are converted to Budgets, at this stage we should create Tasks under the project which relate to the Product, this can then be used under the "Service Field", "Project" and "Timesheet" Area.

This would then allow you to create Sub Tasks from these tasks and link them to a Cost Item under the Job, so we can then link to this when doing our timesheets and that will relate back to a Cost Item on the Job.


Also add a flag under the configuration to add field Services or not.


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Internal Reference:

https://odooappsbyinteracct.freshdesk.com/a/tickets/700111

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