This page helps new users install and start using the Advance Project module step by step in simple language.
For End Users (How to Start Using the Module)
Follow these steps in order to install and start using the module correctly. This guide is written for users who are setting up this module for the first time, including users with no technical background.
Who Should Follow This Page
- Odoo administrator who installs the module.
- Team lead or manager who gives access rights to users.
- Support user who verifies menu visibility after setup.
Before You Start (Pre-Setup Checklist)
- Make sure you can access the server or hosting where Odoo is running.
- Keep administrator login details ready.
- Confirm your Odoo version matches this module version.
- Download the latest module copy only from a trusted source.
- Take a backup of your database before installing any new module.
Step-by-Step Setup
Download the latest addon copy.
Get the newest version of the module package so you use the latest fixes and features. Make sure the folder name and module files are complete.
Upload the addon folder to Odoo addons path.
Copy the module folder into your configured Odoo addons directory, such as addons or custom_addons. Verify that this folder includes __manifest__.py, models, views, and security files.
Restart Odoo service.
After uploading the folder, restart Odoo so it can detect the new module files. If Odoo is not restarted, the module may not appear in Apps.
Activate Developer Mode from Settings.
Open Settings and enable Developer Mode. This enables technical actions such as updating the app list.
Update app list.
Go to Apps and update the app list. This action tells Odoo to scan addons directories and register the new module in the system.
Search the addon and install it.
In Apps, search by module name (for example, Advance Project). Open the module card and click Install. Wait for installation completion and do not close the browser during this step.
Check demo data behavior.
If the addon contains demo data and your database supports demo loading, sample records may be installed automatically. This is helpful for first-time learning and testing.
Give required user permissions.
After installation, open Settings > Users & Companies > Users. Select a user and assign required access rights/groups for this module. Save the user record after changes.
Refresh Odoo and verify menu access.
Refresh the browser (or log out and log in again), then check whether module menus and features are visible. If needed, ask the user to clear browser cache and sign in again.
Where to Check Access (For Non-Admin Users)
- Login with the target user account.
- From the main dashboard, search for module-related menus.
- Open one menu and verify list/form views open without access errors.
- Create a sample record (if allowed) and confirm save works correctly.
Quick Validation Checklist
- Module status is installed in Apps.
- All expected menus are visible for users with proper access rights.
- Users without access rights cannot open restricted menus.
- Demo data appears only when expected.
- No access warning appears when authorized users open forms.
- Create, edit, and read operations work as per assigned role.
Common Issues and Quick Fixes
- Module not found in Apps: verify addon path, restart Odoo, and update app list again.
- Menu not visible for user: check user groups/access rights and re-login.
- Access denied error: user is missing required permissions; update rights and test again.
- Demo data not created: check whether database was created with demo data enabled.
New user tip: after changing user permissions, always log out and log in again before testing menu visibility.