1. Introduction

This module enables robust document workflows for construction projects and contracting processes by integrating transmittals (outgoing documents) and submittals (documents sent for approval or review) directly into job costing and project activities in Odoo 17. Users can manage, transmit, and submit different document types tied to projects, tasks, and job costing entities

2. Key Features

• Integrated Transmittals & Submittals Workflow
  Seamlessly associate documents with jobs, project tasks, or job cost sheets—ensuring visibility and accountability across construction operations

• Document Type Flexibility
  Define varied document types (e.g., drawings, RFIs, material lists) and manage submission or transmission actions directly within project workflows

• Construction Documentation Governance
  Supports end-to-end tracking of document distribution, submission status, and integration into the contracting lifecycle.

3. Benefits

• Streamlined Documentation Flow: No more external tools—manages submission/transmittal of documents directly within Odoo.

• Improved Accountability: Trace which documents were sent, when, and in relation to which tasks or projects.

• Better Project Governance: Ensures smart handoffs and approvals for critical documents like specifications, drawings, or certifications.

4. Compatibility & Dependencies

• Odoo Version: Built for Odoo 17.0

• Required Core Modules:

  • Project (project)

  • Employees (hr)

  • Inventory (stock)

  • Purchase (purchase)

  • Sales (sale_management)

  • Discuss (mail)

  • Invoicing (account)

  • Attendances (hr_attendance)

• Community App Dependencies:

  • bi_material_purchase_requisitions

  • bi_odoo_job_costing_management

  • bi_subtask