BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

The life of a project

Projects

How do I complete the project form?Data worth filling in so that reports and billing come out right.

Where BIM › Home › Projects › (project)

How do I complete the project form?

Steps

  1. Open the project.
  2. Fill in Surface m²: it lets you get the amount per m² (incidence).
  3. Fill in Retention %: it will be applied in the payment statuses.
  4. Assign the Project Manager and the Execution manager.
  5. Click UPD to recalculate the project totals.
Site note

The smart buttons (budgets, purchases, tickets, documents) give access to everything in the project. More shows the rest.

The cost block shows amount, sales, project costs, profit and margin.

Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19