Let the designated technical repository own drawing and model revisions, while defining which approved references and issue events belong in Odoo. Keep client acceptance, professional release and commercial milestones distinguishable. A synchronization event should preserve evidence and visibility, not turn an ordinary file save into permission to issue documents or charge fees.
Understand the decision
Design teams may share selected information with consultants while keeping internal review notes private. A single project can contain both released and draft material. The integration needs reliable revision references and permission checks so an administrator or client does not unknowingly retrieve a superseded or unauthorized document.
Work through the requirements
- Define repository and project ownership boundaries.
- Map issue events to explicit administrative states.
- Test document visibility for each external role.
| Record or decision | Why it matters |
|---|---|
| Repository mapping | Links project records and operative revisions. |
| Issue record | Preserves the approved release reference. |
| Permission review | Checks access to draft and issued information. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Duplicating complete drawing folders inside the ERP can create competing revision histories. Prefer controlled references where appropriate, and verify access and issue meaning before using repository events to advance project stages or customer billing.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Architecture and design practices in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: project management ↗Odoo 19: project milestones ↗Odoo 19: timesheet configuration and recording ↗