# Odoo Customization Planning Worksheet

Complete one section per customization request. Review with business and technical stakeholders before adding work to the development backlog.

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## Request Summary

| Field | Value |
|-------|-------|
| Request ID | |
| Request title | |
| Requested by (role/team) | |
| Date submitted | |
| Target Odoo version | |
| Priority (High / Medium / Low) | |

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## 1. Business Requirement

**What problem does this solve?**

_Describe the business pain, current workaround, and expected outcome._

**Affected users and frequency**

- [ ] Sales / CRM
- [ ] Accounting / Finance
- [ ] Inventory / Warehouse
- [ ] Manufacturing
- [ ] Purchasing
- [ ] HR
- [ ] Website / Ecommerce
- [ ] Other: _______________

**Volume estimate** (transactions per day/week): _______________

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## 2. Current State

- [ ] No workaround exists — process blocked
- [ ] Manual workaround in spreadsheets or email
- [ ] Partial solution in another system
- [ ] Existing Odoo configuration partially addresses need

**Current workaround description:**

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## 3. Solution Options

### Option A: Standard Odoo Configuration

- [ ] Evaluated — sufficient without custom code
- [ ] Evaluated — insufficient
- [ ] Not yet evaluated

**Configuration approach (if applicable):**

### Option B: Third-Party / OCA Module

- [ ] Module identified: _______________
- [ ] Compatible with target Odoo version
- [ ] License and support model acceptable
- [ ] No suitable module found

### Option C: Custom Development

- [ ] New custom module required
- [ ] Extension of existing custom module: _______________
- [ ] Estimated effort (days): _______________

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## 4. Impact Assessment

| Factor | Low | Medium | High | Notes |
|--------|-----|--------|------|-------|
| Upgrade impact on future Odoo versions | | | | |
| Ongoing maintenance cost | | | | |
| Performance impact on production | | | | |
| Security / access control complexity | | | | |
| Testing effort | | | | |
| Dependency on external integrations | | | | |

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## 5. Decision

- [ ] Approve — proceed with Option A (configuration)
- [ ] Approve — proceed with Option B (third-party module)
- [ ] Approve — proceed with Option C (custom development)
- [ ] Defer — revisit in next planning cycle
- [ ] Reject — requirement not justified

**Decision rationale:**

**Assigned owner:**

**Target delivery milestone:**

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## 6. Acceptance Criteria

List measurable criteria for sign-off:

1.
2.
3.

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**Review sign-off**

| Role | Name | Date |
|------|------|------|
| Business owner | | |
| Technical lead | | |
| Project manager | | |