Category management that actually flows from project to task
Governed, hierarchical categories for projects and tasks alike — with automatic inheritance, color-coded views, batch reassignment, and built-in analytics. No more re-entering the same category on every task.
The problem
Portfolio managers running Odoo Project accumulate dozens of projects and thousands of tasks with no consistent way to classify them by client type, service line, or cost center. Native tags are free-form and inconsistent between projects and tasks, and the handful of category apps on the market cover projects OR tasks — never both — forcing you to re-enter the same category by hand on every task with no real reporting to show for it.
The solution
Project Category adds one governed taxonomy that spans both projects and tasks. Categorize a project once and every new task inherits it automatically (still editable). Color-coded hierarchy, batch reassignment, and built-in pivot analytics turn category from a passive label into an actionable reporting axis.
Everything a category system should do
Every capability below is implemented in the module.
Hierarchical, color-coded categories
Build parent/child categories (e.g. Service Line → Consulting) with a color picker for instant visual scanning in list and kanban views.
Automatic project-to-task inheritance
New tasks pick up their project's category the moment they are created — still editable per task — so nobody re-selects the same category by hand.
Category on every project
Assign and see category directly on the project form and in the project list, with filter and group-by support built in.
Category on every task
Assign and see category directly on the task form and task list, so classification travels with the work, not just the project.
Optional mandatory enforcement
A single settings toggle makes category required on tasks, so managers can enforce classification discipline company-wide when they need it.
Built-in category analytics
A ready-made pivot view groups projects and tasks by category and hierarchy level, so workload and count answers do not require a spreadsheet export.
Batch (re)assignment wizard
Select any number of projects or tasks and assign or change their category in one action — no more editing records one at a time during a reorganization.
Filter and group everywhere
Category is a first-class filter and group-by option on project and task list, kanban, and search views across the app.
Ready-made presets and audit trail
Install with starter categories like Client Work, Internal, and Maintenance already in place, and every category change is tracked in a full chatter audit trail.
How it works
Build your category tree
Create top-level and child categories with a color, or start from the ready-made presets.
Categorize a project
Pick a category on the project form — visible immediately in project list and kanban views.
Tasks inherit automatically
Every task created under that project picks up the category on its own, editable if a task needs its own.
Filter, group, and report
Slice projects and tasks by category anywhere, and open the built-in pivot for instant workload and count analytics.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Tags stay free-form and unlimited; Project Category adds one governed, hierarchical taxonomy shared by projects and tasks that you can enforce, filter, and report on — the two work well together.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Project Category
One governed, hierarchical, color-coded taxonomy spanning projects and tasks, inherited automatically from project to task — with optional mandatory enforcement, batch reassignment, and built-in pivot analytics.
Buy on Odoo App StoreMore Odoo project apps
Project Change Requests
A full change-request approval workflow with a stage kanban, deadlines and overdue tracking, lifecycle milestones, formal sign-off capture and a customer portal that needs no backend access.
Project Costing — Consolidated Cost, Budget, WIP & Profitability
Labor, materials and journal entries consolidated into one drill-down view of budget, WIP, margin and forecast — with timesheet-to-ledger posting, penalty simulation and grant costing sheets.
Project Customer Name
Show and group by customer across projects, and carry it through to the manufacturing orders they spawn — with one-click bulk assignment for existing projects.
Project Delivery Dashboard
Consolidate project delivery into one live KPI dashboard with drill-down workload and cost views — every number is a doorway to the records behind it.
Project Gantt View Pro
A task-level, multi-project Gantt with critical path, baselines, dependencies, drag-to-reschedule and resource over-allocation — on Odoo Community.
Project Hierarchy
Unlimited project-to-project nesting on a drag-and-drop tree, with weighted progress rollup, cascading budgets with override, cross-project task rollup and a consolidated parent dashboard.