The opportunity and sale workflows can be used to manage the quotation of services, which will be manually converted into project and tasks latter.
When using the project_invoice method the invoiced amount can be different from the quoted amount, specially in the case of using “Timesheet” invoices but also when new tasks are added that are not present on the initial quotation.
Add an sale as extra dependency on the project_revenue module. If both modules are installed add the following functionalities:
- Add a new Many2One from sale line to project work
- Add the reverse One2Many from project work to sale line
- Add a new functional field on project.work named “Quotation amount”. This fill will be computed as the sum of the amounts (quantity * unit_price) of the sale lines linked to this work.