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 checklist template?The list of checks that you then load into each project with one click.

Where BIM › Data › Generals › Checklist Template

How do I create a checklist template?

Steps

  1. Go to BIM › Data › Generals › Checklist Template and click New.
  2. Enter the template Name (for example, “Slab handover”).
  3. In the Checklist List tab add one line per check and enter its Description.
  4. Choose the Type of each line: Check, Yes / No, Text or Numeric Value.
  5. Sort the lines by dragging them and save.
Site note

The type decides how it is filled in on site: Check and Yes / No are ticked with a checkbox; Text and Numeric Value are typed into Value.

The list can be exported to Excel from the lines table itself.

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