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

Users and permissions

How do I limit who can request material or services for a project?List of users per project and profile to approve the requests.

Where BIM › Home › Projects › Projects

How do I limit who can request material or services for a project?

Steps

  1. Open the project and go to the Purchase tab.
  2. In Users Requisition add those who can request for that project and save.
  3. In material and service requests, only they will be able to choose that project. With the list empty, anyone can.
  4. To approve requests, give the responsible person the Purchase requisition admin profile: they will see Approve on requests in Requested state.
  5. So that site staff can make requests without entering BIM, give them Menu Material Request or Menu Service Request.
Warning

The list only limits which project can be chosen when creating the request: it does not hide requests already made.

Requests only offer projects of the active company.

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