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Transmittals and Submittals Document for Construction Job Costing

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Required Apps Project (project)
Employees (hr)
Inventory (stock)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Attendances (hr_attendance)
Community Apps Dependencies bi_material_purchase_requisitions
bi_odoo_job_costing_management
bi_subtask
Technical Name bi_transmittals_submittals_communication
License OPL-1
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Technical Name bi_transmittals_submittals_communication
License OPL-1

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

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.