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Odoo18 Dash Board Customization.

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odoo
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odoo
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Hello Rafeeda,



  To customize the Dashboard module in Odoo 18 for your project management use case, you can follow these steps:

  1. Create a new module to avoid directly modifying the core Odoo modules. This ensures your customizations are upgrade-safe.

  2. Inherit the dashboard view (XML) and add your custom elements for the project session/overview. Use <field name="project_count"/> within <template> tags to show total project count and project count by stage.

  3. To display project counts in card format, utilize Bootstrap's card component within your inherited dashboard view. You can define cards for each project stage and use Odoo's QWeb expressions to dynamically display the counts.

  4. For view restrictions, inherit the action window of the Timesheet and Sales sessions and apply domain filters or context to limit the views based on your requirements.

  5. Utilize Odoo's security features (record rules and groups) to further refine access to the modified views, ensuring only authorized users can see the customized dashboard elements.


For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

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