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

Development, maintenance and portal

How do I create a maintenance plan with its tasks?The plan groups, by project and location, the tasks and assets to be maintained.

Where BIM › Maintenance › Home › Task Plans

Before you start

BIM Maintenance profile. Locations and Task Types created in BIM › Maintenance › Data.

How do I create a maintenance plan with its tasks?

Steps

  1. Create the types you use in Maintenance › Data › Types of Tasks (they only have a Name).
  2. Go to Maintenance › Home › Task Plans and click New.
  3. Enter the Description and choose Location and Project (both required).
  4. Save and click the Tasks button: create each task with its Name, Type Task, Priority and Responsible.
  5. With the Assets button add the building equipment the plan covers.
Warning

To Process requires a Responsible and To finished requires Who Review: without them it warns "You must select a contact".

Site note

The task goes through To Process, Play/Stop (measures the real duration), To Review and To finished.

The cost of tasks with the project indicated on their Bim tab (and Include For Bim active) is added to the project costs.

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