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

Site control

How do I create a crew for the daily reports?The crew is the standard team: its employees, managers and PCP are copied to each daily report.

Where BIM › Execution › Programming › Resource Template

Before you start

Employees registered and, if you use them, PCP created in BIM › Data › Generals › PCP.

How do I create a crew for the daily reports?

Steps

  1. Go to Execution › Programming › Resource Template and click New.
  2. In the header choose the crew's Product: Code and Name are filled in (Other tab). If you do not choose a product, enter them yourself: both are required.
  3. Set Responsible, Supervisor, Superintendent, Shift, Location, Discipline and Area.
  4. In PCP add the types of work the crew does: the report will generate one line per employee and PCP, and one progress line for each PCP.
  5. In the Resources tab add one line per person and choose the Employee.
  6. Leave Is Active ticked while the crew works and save.
Site note

If the crew has no PCP, the report creates a single line per employee with the Job Type (PCP) from their record.

The Daily Parts Reports lists all crews: that way you see which ones have not handed in a report.

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