2021-05-07 17:53:47 +07:00
|
|
|
|
# SOME DESCRIPTIVE TITLE.
|
|
|
|
|
# Copyright (C) Odoo S.A.
|
|
|
|
|
# This file is distributed under the same license as the Odoo package.
|
|
|
|
|
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
|
|
|
|
#
|
|
|
|
|
# Translators:
|
|
|
|
|
# Martin Trigaux, 2021
|
|
|
|
|
# philku79 <philip.kuss@gmx.de>, 2021
|
|
|
|
|
# Wolfgang Taferner, 2021
|
|
|
|
|
#
|
|
|
|
|
#, fuzzy
|
|
|
|
|
msgid ""
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Project-Id-Version: Odoo 12.0\n"
|
|
|
|
|
"Report-Msgid-Bugs-To: \n"
|
2021-06-20 07:30:58 +07:00
|
|
|
|
"POT-Creation-Date: 2021-06-14 14:55+0200\n"
|
2021-05-07 17:53:47 +07:00
|
|
|
|
"PO-Revision-Date: 2021-05-14 13:19+0000\n"
|
|
|
|
|
"Last-Translator: Wolfgang Taferner, 2021\n"
|
|
|
|
|
"Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n"
|
|
|
|
|
"MIME-Version: 1.0\n"
|
|
|
|
|
"Content-Type: text/plain; charset=UTF-8\n"
|
|
|
|
|
"Content-Transfer-Encoding: 8bit\n"
|
|
|
|
|
"Language: de\n"
|
|
|
|
|
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services.rst:5 ../../content/services.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Services"
|
|
|
|
|
msgstr "Dienstleistungen"
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Helpdesk"
|
|
|
|
|
msgstr "Kundendienst"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:3
|
|
|
|
|
msgid "Get started with Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:6
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:6
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:6
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:6
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/project/overview.rst:5
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Overview"
|
|
|
|
|
msgstr "Übersicht"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:9
|
|
|
|
|
msgid "Getting started with Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:11
|
|
|
|
|
msgid "Installing Odoo Helpdesk:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:13
|
|
|
|
|
msgid "Open the Apps module, search for \"Helpdesk\", and click install"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:19
|
|
|
|
|
msgid "Set up Helpdesk teams"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:21
|
|
|
|
|
msgid "By default, Odoo Helpdesk comes with a team installed called \"Support\""
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:26
|
|
|
|
|
msgid ""
|
|
|
|
|
"To modify this team, or create additional teams, select \"Configuration\" in"
|
|
|
|
|
" the purple bar and select \"Settings\""
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:32
|
|
|
|
|
msgid ""
|
|
|
|
|
"Here you can create new teams, decide what team members to add to this team,"
|
|
|
|
|
" how your customers can submit tickets and set up SLA policies and ratings. "
|
|
|
|
|
"For the assignation method you can have tickets assigned randomly, balanced,"
|
|
|
|
|
" or manually."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:38
|
|
|
|
|
msgid "How to set up different stages for each team"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
"First you will need to activate the developer mode. To do this go to your "
|
|
|
|
|
"settings module, and select the link for \"Activate the developer mode\" on "
|
|
|
|
|
"the lower right-hand side."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:47
|
|
|
|
|
msgid ""
|
|
|
|
|
"Now, when you return to your Helpdesk module and select \"Configuration\" in"
|
|
|
|
|
" the purple bar you will find additional options, like \"Stages\". Here you "
|
|
|
|
|
"can create new stages and assign those stages to 1 or multiple teams "
|
|
|
|
|
"allowing for customizable stages for each team!"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:53
|
|
|
|
|
msgid "Start receiving tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:56
|
|
|
|
|
msgid "How can my customers submit tickets?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select \"Configuration\" in the purple bar and select \"Settings\", select "
|
|
|
|
|
"your Helpdesk team. Under \"Channels you will find 4 options:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:64
|
|
|
|
|
msgid ""
|
|
|
|
|
"Email Alias allows for customers to email the alias you choose to create a "
|
|
|
|
|
"ticket. The subject line of the email with become the Subject on the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:71
|
|
|
|
|
msgid ""
|
|
|
|
|
"Website Form allows your customer to go to "
|
|
|
|
|
"yourwebsite.com/helpdesk/support-1/submit and submit a ticket via a website "
|
|
|
|
|
"form - much like odoo.com/help!"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:78
|
|
|
|
|
msgid ""
|
|
|
|
|
"Live Chat allows your customers to submit a ticket via Live Chat on your "
|
|
|
|
|
"website. Your customer will begin the live chat and your Live Chat Operator "
|
|
|
|
|
"can create the ticket by using the command /helpdesk Subject of Ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:86
|
|
|
|
|
msgid ""
|
2021-06-20 07:30:58 +07:00
|
|
|
|
"The final option to submit tickets is through an API connection. View the "
|
|
|
|
|
"documentation :doc:`*here* </developer/webservices/odoo>`."
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:90
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Tickets have been created, now what?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:92
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Now your employees can start working on them! If you have selecting a manual"
|
|
|
|
|
" assignation method then your employees will need to assign themselves to "
|
|
|
|
|
"tickets using the \"Assign To Me\" button on the top left of a ticket or by "
|
|
|
|
|
"adding themselves to the \"Assigned to\" field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:100
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If you have selected \"Random\" or \"Balanced\" assignation method, your "
|
|
|
|
|
"tickets will be assigned to a member of that Helpdesk team."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:103
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"From there they will begin working on resolving the tickets! When they are "
|
|
|
|
|
"completed, they will move the ticket to the solved stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:107
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "How do I mark this ticket as urgent?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:109
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"On your tickets you will see stars. You can determine how urgent a ticket is"
|
|
|
|
|
" but selecting one or more stars on the ticket. You can do this in the "
|
|
|
|
|
"Kanban view or on the ticket form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:116
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To set up a Service Level Agreement Policy for your employees, first "
|
|
|
|
|
"activate the setting under \"Settings\""
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:122
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "From here, select \"Configure SLA Policies\" and click \"Create\"."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:124
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"You will fill in information like the Helpdesk team, what the minimum "
|
|
|
|
|
"priority is on the ticket (the stars) and the targets for the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:131
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "What if a ticket is blocked or is ready to be worked on?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:133
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If a ticket cannot be resolved or is blocked, you can adjust the \"Kanban "
|
|
|
|
|
"State\" on the ticket. You have 3 options:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:136
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Grey - Normal State"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:138
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Red - Blocked"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:140
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Green - Ready for next stage"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:142
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Like the urgency stars you can adjust the state in the Kanban or on the "
|
|
|
|
|
"Ticket form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:149
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "How can my employees log time against a ticket?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:151
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"First, head over to \"Settings\" and select the option for \"Timesheet on "
|
|
|
|
|
"Ticket\". You will see a field appear where you can select the project the "
|
|
|
|
|
"timesheets will log against."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:158
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Now that you have selected a project, you can save. If you move back to your"
|
|
|
|
|
" tickets, you will see a new tab called \"Timesheets\""
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:164
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Here you employees can add a line to add work they have done for this "
|
|
|
|
|
"ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:168
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "How to allow your customers to rate the service they received"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:170
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "First, you will need to activate the ratings setting under \"Settings\""
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/getting_started.rst:175
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Now, when a ticket is moved to its solved or completed stage, it will send "
|
|
|
|
|
"an email to the customer asking how their service went."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:3
|
|
|
|
|
msgid "Record and invoice time for tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"You may have service contracts with your clients to provide them assistance "
|
|
|
|
|
"in case of a problem. For this purpose, Odoo will help you record the time "
|
|
|
|
|
"spent fixing the issue and most importantly, to invoice it to your clients."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:11
|
|
|
|
|
msgid "The modules needed"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to record and invoice time for tickets, the following modules are "
|
|
|
|
|
"needed : Helpdesk, Project, Timesheets, Sales. If you are missing one of "
|
|
|
|
|
"them, go to the Apps module, search for it and then click on *Install*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:19
|
|
|
|
|
msgid "Get started to offer the helpdesk service"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:22
|
|
|
|
|
msgid "Step 1 : start a helpdesk project"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"To start a dedicated project for the helpdesk service, first go to "
|
|
|
|
|
":menuselection:`Project --> Configuration --> Settings` and make sure that "
|
|
|
|
|
"the *Timesheets* feature is activated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, go to your dashboard, create the new project and allow timesheets for "
|
|
|
|
|
"it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:35
|
|
|
|
|
msgid "Step 2 : gather a helpdesk team"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:37
|
|
|
|
|
msgid ""
|
|
|
|
|
"To set a team in charge of the helpdesk, go to :menuselection:`Helpdesk --> "
|
|
|
|
|
"Configuration --> Helpdesk Teams` and create a new team or select an "
|
|
|
|
|
"existing one. On the form, tick the box in front of *Timesheet on Ticket* to"
|
|
|
|
|
" activate the feature. Make sure to select the helpdesk project you have "
|
|
|
|
|
"previously created as well."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:47
|
|
|
|
|
msgid "Step 3 : launch the helpdesk service"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"Finally, to launch the new helpdesk service, first go to "
|
|
|
|
|
":menuselection:`Sales --> Configuration --> Settings` and make sure that the"
|
|
|
|
|
" *Units of Measure* feature is activated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:56
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, go to :menuselection:`Products --> Products` and create a new one. "
|
|
|
|
|
"Make sure that the product is set as a service."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"Here, we suggest that you set the *Unit of Measure* as *Hour(s)*, but any "
|
|
|
|
|
"unit will do."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:66
|
|
|
|
|
msgid ""
|
|
|
|
|
"Finally, select the invoicing management you would like to have under the "
|
|
|
|
|
"*Sales* tab of the product form. Here, we recommend the following "
|
|
|
|
|
"configuration :"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:73
|
|
|
|
|
msgid "Now, you are ready to start receiving tickets !"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:76
|
|
|
|
|
msgid "Solve issues and record time spent"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:79
|
|
|
|
|
msgid "Step 1 : place an order"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"You are now in the Helpdesk module and you have just received a ticket from "
|
|
|
|
|
"a client. To place a new order, go to :menuselection:`Sales --> Orders --> "
|
|
|
|
|
"Orders` and create one for the help desk service product you have previously"
|
|
|
|
|
" recorded. Set the number of hours needed to assist the client and confirm "
|
|
|
|
|
"the sale."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:91
|
|
|
|
|
msgid "Step 2 : link the task to the ticket"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:93
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you access the dedicated helpdesk project, you will notice that a new "
|
|
|
|
|
"task has automatically been generated with the order. To link this task with"
|
|
|
|
|
" the client ticket, go to the Helpdesk module, access the ticket in question"
|
|
|
|
|
" and select the task on its form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:102
|
|
|
|
|
msgid "Step 3 : record the time spent to help the client"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:104
|
|
|
|
|
msgid ""
|
|
|
|
|
"The job is done and the client's issue is sorted out. To record the hours "
|
|
|
|
|
"performed for this task, go back to the ticket form and add them under the "
|
|
|
|
|
"*Timesheets* tab."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:112
|
|
|
|
|
msgid ""
|
|
|
|
|
"The hours recorded on the ticket will also automatically appear in the "
|
|
|
|
|
"Timesheet module and on the dedicated task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:116
|
|
|
|
|
msgid "Step 4 : invoice the client"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:118
|
|
|
|
|
msgid ""
|
|
|
|
|
"To invoice the client, go back to the Sales module and select the order that"
|
|
|
|
|
" had been placed. Notice that the hours recorded on the ticket form now "
|
|
|
|
|
"appear as the delivered quantity."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/invoice_time.rst:125
|
|
|
|
|
msgid ""
|
|
|
|
|
"All that is left to do, is to create the invoice from the order and then "
|
|
|
|
|
"validate it. Now you just have to wait for the client's payment !"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/project.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Project"
|
|
|
|
|
msgstr "Projekt"
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/project/advanced.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Advanced"
|
|
|
|
|
msgstr "Fortgeschritten"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:3
|
|
|
|
|
msgid "How to gather feedback from customers?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:8
|
|
|
|
|
msgid ""
|
|
|
|
|
"As a manager, it's not always simple to follow everything your teams do. "
|
|
|
|
|
"Having a simple customer feedback can be very interesting to evaluate the "
|
|
|
|
|
"performances of your teams. You can very easily gather feedbacks from your "
|
|
|
|
|
"customers using Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"An e-mail can be sent during the project to get the customer feedbacks. He "
|
|
|
|
|
"just has to choose between 3 smileys to assess your work (Smile, Neutral or "
|
|
|
|
|
"Sad)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:18
|
|
|
|
|
msgid "How to gather feedbacks from customers"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:20
|
|
|
|
|
msgid ""
|
|
|
|
|
"Before getting started some configuration is necessary. First of all it's "
|
|
|
|
|
"necessary to install the **Project** application. To do so simply go to the "
|
|
|
|
|
"apps module and install it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"Moreover, in the same menu, you have to install the **Project Rating** "
|
|
|
|
|
"module."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"Next, go back into the back-end and enter the project module. Select the "
|
|
|
|
|
"**Configuration** button and click on **Settings** in the dropdown menu. "
|
|
|
|
|
"Next select **Allow activating customer rating on projects, at issue "
|
|
|
|
|
"completion**. Don't forget to apply your changes."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:42
|
|
|
|
|
msgid "How to get a Customer feedback?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:44
|
|
|
|
|
msgid ""
|
|
|
|
|
"A e-mail can be sent to the customers at each stage of the ongoing projects."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:47
|
|
|
|
|
msgid ""
|
|
|
|
|
"First, you need to choose for which projects you want to get a feedback."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:50
|
|
|
|
|
msgid "Project configuration"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:52
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to the **Project** application, in the project settings select the "
|
|
|
|
|
"**Customer satisfaction** option."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:59
|
|
|
|
|
msgid "Email Template"
|
|
|
|
|
msgstr "E-Mail Vorlage"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to the stage settings (click on the gear icon on the top of the stage "
|
|
|
|
|
"column, then select **Edit**). Choose the e-mail template that will be used."
|
|
|
|
|
" You can directly edit it from there."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:68
|
|
|
|
|
msgid "Here is an email example that a customer can receive :"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:74
|
|
|
|
|
msgid ""
|
|
|
|
|
"The customer just has to click on a smiley (Smile, Neutral or Sad) to assess"
|
|
|
|
|
" your work. The customer can reply to the email to add more information. It "
|
|
|
|
|
"will be added to the chatter of the task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:79
|
|
|
|
|
msgid "Reporting"
|
|
|
|
|
msgstr "Berichtswesen"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"You have a brief summary on the satisfaction in the upper right corner of "
|
|
|
|
|
"the project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:88
|
|
|
|
|
msgid "How to display the ratings on your website?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
"First of all it's necessary to install the **Website Builder** application. "
|
|
|
|
|
"To do so simply go to the apps module and search for the website builder."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:97
|
|
|
|
|
msgid ""
|
|
|
|
|
"Moreover, in the same menu, you have to install the **Website Rating Project"
|
|
|
|
|
" Issue** module."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/feedback.rst:103
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, you will be able to publish your result on your website by clicking on"
|
|
|
|
|
" the website button in the upper right corner and confirming it in the front"
|
|
|
|
|
" end of the website."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:3
|
|
|
|
|
msgid "How to create tasks from sales orders?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"In this section, we will see the integration between Odoo's **Project "
|
|
|
|
|
"management** and **Sales** modules and more precisely how to generate tasks "
|
|
|
|
|
"from sales order lines."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"In project management, a task is an activity that needs to be accomplished "
|
|
|
|
|
"within a defined period of time. For a company selling services, the task "
|
|
|
|
|
"typically represents the service that has been sold to the customer and that"
|
|
|
|
|
" needs to be delivered. This is why it is useful to be able to generate a "
|
|
|
|
|
"task from a sale order in order to streamline the process between the Sales "
|
|
|
|
|
"and Services departments."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"As an example, you may sell a pack of ``50 Hours`` of support at "
|
|
|
|
|
"``$25,000``. The price is fixed and charged initially. But you want to keep "
|
|
|
|
|
"track of the support service you did for the customer. On the sale order, "
|
|
|
|
|
"the service will trigger the creation of a task from which the consultant "
|
|
|
|
|
"will record timesheets and, if needed, reinvoice the client according to the"
|
|
|
|
|
" overtime spent on the project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:24
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:12
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:10
|
|
|
|
|
msgid "Configuration"
|
|
|
|
|
msgstr "Konfiguration"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:27
|
|
|
|
|
msgid "Install the required applications"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:29
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to be able to generate a task from a sale order you will need to "
|
|
|
|
|
"install the **Sales Management** and **Project** application. Simply go into"
|
|
|
|
|
" the application module and install the following:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:39
|
|
|
|
|
msgid ""
|
|
|
|
|
"And finally, the **Timesheet** app, Timesheet will not only let you create a"
|
|
|
|
|
" task from a Sales order, but also invoice your customer based on the time "
|
|
|
|
|
"spent on that task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:41
|
|
|
|
|
msgid "Simply go into the application module and install the following:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:47
|
|
|
|
|
msgid "Create and set up a product"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"You need to configure your service on the product form itself in order to "
|
|
|
|
|
"generate a task every time it will be sold. From the **Sales** module, use "
|
|
|
|
|
"the menu :menuselection:`Sales --> Products` and create a new product with "
|
2021-06-20 07:30:58 +07:00
|
|
|
|
"the following setup:"
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:54
|
|
|
|
|
msgid "**Name**: Technical Support"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:56
|
|
|
|
|
msgid "**Product Type**: Service"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Unit of Measure**: Hours (go to :menuselection:`Configuration --> "
|
|
|
|
|
"Settings` and, under **Unit of measures**, check the **Some products may be "
|
|
|
|
|
"sold/purchased in different unit of measures (advanced)** radio button)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Invoicing policy**: You can set up your invoice policy either on ordered "
|
|
|
|
|
"quantity or on delivered quantity. You can easily follow the amount of hours"
|
|
|
|
|
" that were delivered and/or invoiced to your client."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:68
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Track Service**: Create a task and track hours, as your product is a "
|
|
|
|
|
"service invoiceable by hours you have to set the units of measures of the "
|
|
|
|
|
"product to hours as well."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:76
|
|
|
|
|
msgid ""
|
|
|
|
|
"Link your task to an existing project or create a new one on the fly if the "
|
|
|
|
|
"product is specific to one project. Otherwise, you can leave it blank, odoo "
|
|
|
|
|
"will then create a project per SO."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:81
|
|
|
|
|
msgid "Create the Sales Order"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the product is set up, you can create a quotation or a sale order with "
|
|
|
|
|
"the related product. Once the quotation is confirmed and transformed into a "
|
|
|
|
|
"sale order, the task will be created."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:91
|
|
|
|
|
msgid "Access the task generated from the sale order"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:93
|
|
|
|
|
msgid "On the Project module, your new task will appear :"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"either on a related project if you have selected one in the product form"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:98
|
|
|
|
|
msgid ""
|
|
|
|
|
"either on a new project with the name of related the sale order as title "
|
|
|
|
|
"(you can easily change the name of the project by clicking on "
|
|
|
|
|
":menuselection:`More --> Settings`)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:105
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the task itself, you will now be able to record timesheets and to invoice"
|
|
|
|
|
" your customers based on your invoicing policy."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:109
|
|
|
|
|
msgid ""
|
|
|
|
|
"On Odoo, the central document is the sales order, which means that the "
|
|
|
|
|
"source document of the task is the related sales order."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:113
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:137
|
|
|
|
|
msgid ":doc:`../configuration/setup`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/advanced/so_to_task.rst:114
|
2021-06-20 07:30:58 +07:00
|
|
|
|
msgid ":doc:`/applications/sales/sales/invoicing/subscriptions`"
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/project/application.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Awesome Timesheet App"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/application/intro.rst:3
|
|
|
|
|
msgid "Demonstration Video"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/application/intro.rst:11
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:11
|
|
|
|
|
msgid "Transcript"
|
|
|
|
|
msgstr "Transkript"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/application/intro.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"Awesome Timesheet is a mobile app that helps me to instantly record any time"
|
|
|
|
|
" spent on projects in just a click. It's so effortless."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/application/intro.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"Regardless of the device, the timesheet app is just one click away. Look at "
|
|
|
|
|
"the chrome plugin. No need to sign in, just click and start. It's smooth. It"
|
|
|
|
|
" works offline too and is automatically synchronized with my Odoo account."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/application/intro.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
"Plus, I get individual statistics via the mobile and chrome plugin. I can go"
|
|
|
|
|
" further in the analysis in my Odoo account. I receive reports of timesheets"
|
|
|
|
|
" per user, drill-down per project, and much more."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/application/intro.rst:25
|
|
|
|
|
msgid ""
|
|
|
|
|
"Awesome Timesheet is fully integrated with Odoo invoicing, the customer "
|
|
|
|
|
"billing is done automatically. But also with Odoo projects. It's time-"
|
|
|
|
|
"saving!"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/application/intro.rst:28
|
|
|
|
|
msgid "Download awesome timesheet now and gain in productivity."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/project/configuration.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Configuration and basic usage"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:3
|
|
|
|
|
msgid "How to manage & collaborate on tasks?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:6
|
|
|
|
|
msgid "Responsibilities"
|
|
|
|
|
msgstr "Verantwortlichkeiten"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:8
|
|
|
|
|
msgid "In Odoo, you can assign the person who is in charge of the task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:10
|
|
|
|
|
msgid ""
|
|
|
|
|
"When creating a task, by default you are responsible for it. You can change "
|
|
|
|
|
"this by simply typing the username of someone else and choosing it from the "
|
|
|
|
|
"suggestions in the drop down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:15
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you add someone new, you can \"Create & Edit\" a new user on the fly. In "
|
|
|
|
|
"order to do so, you need the administrator rights."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:19
|
|
|
|
|
msgid "Followers"
|
|
|
|
|
msgstr "Abonnenten"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
"In a task, you can add other users as **Followers**. Adding a follower means"
|
|
|
|
|
" that this person will be notified of any changes that might happen in the "
|
|
|
|
|
"task. The goal is to allow outside contribution from the chatter. This can "
|
|
|
|
|
"be invaluable when you need the advice of colleagues from other departments."
|
|
|
|
|
" You could also invite customers to take part in the task. They'll be "
|
|
|
|
|
"notified by email of the conversation in the chatter, and will be able to "
|
|
|
|
|
"take part in it simply by replying to the mail. The followers can see the "
|
|
|
|
|
"whole task like you, with the description and the chatter."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:32
|
|
|
|
|
msgid "Project: follow a project to follow the pipe"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:34
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can decide to follow a Project. In this situation, you'll be notified of"
|
|
|
|
|
" any changes from the project: tasks sliding from one stage to "
|
|
|
|
|
"another,conversation taking place,, etc. You'll receive all the information "
|
|
|
|
|
"in your inbox. This feature is perfect for a Project Manager who wants to "
|
|
|
|
|
"see the big picture all the time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:41
|
|
|
|
|
msgid "Task: follow a specific task"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"Following a task is the same idea as following a project, except you are "
|
|
|
|
|
"focused on a specific part of the project. All notifications or changes in "
|
|
|
|
|
"that task also appear in your inbox."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:48
|
|
|
|
|
msgid "Choose which action to follow"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:50
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can choose what you want to follow by clicking on the down arrow in the "
|
|
|
|
|
"Following button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, you follow the discussions but you can also choose to be "
|
|
|
|
|
"notified when a note is logged in, when a task is created, blocked or ready "
|
|
|
|
|
"to go, and when the stage of the task has changed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:61
|
|
|
|
|
msgid "Time management: analytic accounts"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"Whether it helps you for estimation of future projects or data for billing "
|
|
|
|
|
"or invoicing, time tracking in Project Management is a real plus."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:67
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Odoo Timesheet app is perfectly integrated with Odoo Project and can "
|
|
|
|
|
"help you track time easily."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:70
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once Odoo Timesheet is installed, the timesheet option is automatically "
|
|
|
|
|
"available in projects and on tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:73
|
|
|
|
|
msgid ""
|
|
|
|
|
"To avoid any confusion, Odoo works with analytic accounts. An analytic "
|
|
|
|
|
"account is the name that will always be the reference for a specific project"
|
|
|
|
|
" or contract. Each time a project is created, an analytic account is "
|
|
|
|
|
"automatically created under the same name."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:79
|
|
|
|
|
msgid "Record a timesheet on a project:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:81
|
|
|
|
|
msgid "Click on the settings of a project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:86
|
|
|
|
|
msgid "Click on the Timesheet button in the top grey menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:91
|
|
|
|
|
msgid ""
|
|
|
|
|
"You get the Odoo Timesheet. Click on Create and a line will appear with "
|
|
|
|
|
"today's date and time. Your project name is automatically selected as the "
|
|
|
|
|
"Analytic Account. No task is set, you can choose to add a specific task for "
|
|
|
|
|
"it, or not."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:99
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you go now to Odoo Timesheet, your line will be recorded among your other"
|
|
|
|
|
" timesheets."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:103
|
|
|
|
|
msgid "Record a timesheet on a task:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:105
|
|
|
|
|
msgid "Within a task, the timesheet option is also available."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:107
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the task, click on the Edit button. Go on the Timesheet tab and click on "
|
|
|
|
|
"Add an item."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:110
|
|
|
|
|
msgid ""
|
|
|
|
|
"A line will appear with the name of the project already selected in the "
|
|
|
|
|
"Analytic account."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:113
|
|
|
|
|
msgid ""
|
|
|
|
|
"Again, you'll find back these timesheet lines in the Odoo Timesheet "
|
|
|
|
|
"application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:119
|
|
|
|
|
msgid ""
|
|
|
|
|
"At the end of your project, you can get a real idea of the time you spent on"
|
|
|
|
|
" it by searching based on the Analytic Account name of your project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:124
|
|
|
|
|
msgid "Document Management in tasks"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:126
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can manage documents related to tasks whether they're plans, pictures of"
|
|
|
|
|
" the formatting, etc. An image is sometimes more informative than a thousand"
|
|
|
|
|
" words! You have two ways to add a document to a task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:130
|
|
|
|
|
msgid ""
|
|
|
|
|
"1. You can add an image/document to your task by clicking on the Attachment "
|
|
|
|
|
"tab on the top of the form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:136
|
|
|
|
|
msgid ""
|
|
|
|
|
"2. You can add an image/document to your task through the Chatter. You can "
|
|
|
|
|
"log a note/send a message and attach a file to it. Or if someone sends an "
|
|
|
|
|
"email with an attachment, the document will be automatically saved in the "
|
|
|
|
|
"task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:145
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you have an important image that helps to understand the tasks you can "
|
|
|
|
|
"set it up as Cover Image. It'll show up in the Kanban view directly."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:152
|
|
|
|
|
msgid "Collaborate on tasks"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:154
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tasks in Odoo Project are made to help you to work easily together with your"
|
|
|
|
|
" colleagues. This helps you save time and energy."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:157
|
|
|
|
|
msgid ""
|
|
|
|
|
"The idea is to stay up to date with what interests you. You can collaborate "
|
|
|
|
|
"with your colleagues by writing on the same task at the same time, with task"
|
|
|
|
|
" delegation and the Chatter."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:162
|
|
|
|
|
msgid "Create a task from an email"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:164
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can configure an email address linked to your project. When an email is "
|
|
|
|
|
"sent to that address, it automatically creates a task in the first step of "
|
|
|
|
|
"the project, with all the recipients (To/Cc/Bcc) as followers."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:168
|
|
|
|
|
msgid ""
|
|
|
|
|
"With Odoo Online, the mail gateway is already configured and so every "
|
|
|
|
|
"project gets an automatic email address."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:171
|
|
|
|
|
msgid ""
|
|
|
|
|
"The email is always the name of the project (with \"-\" instead of the "
|
|
|
|
|
"space), you'll see it under the name of your project in the Project "
|
|
|
|
|
"Dashboard."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:178
|
|
|
|
|
msgid ""
|
|
|
|
|
"This email address create by default following the project name can be "
|
|
|
|
|
"changed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:181
|
|
|
|
|
msgid "The alias of the email address can be changed by the project manager."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:183
|
|
|
|
|
msgid "To do so, go to the Project Settings and click on the Email Tab."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:185
|
|
|
|
|
msgid "You can directly edit your project email address."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:191
|
|
|
|
|
msgid "The Chatter, status and follow-up."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:193
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Chatter is a very useful tool. It is a communication tool and shows the "
|
|
|
|
|
"history of the task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:196
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the Chatter, you can see when the task has been created, when it has "
|
|
|
|
|
"passed from one stage to another, etc. Any changes made to that task are "
|
|
|
|
|
"logged into the Chatter automatically by the system. It also includes the "
|
|
|
|
|
"history of the interaction between you and your customer or colleagues. All "
|
|
|
|
|
"interactions are logged on the chatter, making it easy for the task leader "
|
|
|
|
|
"to remember past interactions."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:203
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can interact with followers whether there are internal (your colleagues)"
|
|
|
|
|
" or external (the client for example) by logging a note or important "
|
|
|
|
|
"information. Also, if you want to send an email to all the followers of that"
|
|
|
|
|
" specific task, you can choose to add a message to notify all of them. For "
|
|
|
|
|
"both of these options, the date and time is saved on the entry."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:214
|
|
|
|
|
msgid "The description of the task, the Pad"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:216
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo allows you to replace the task description field by an Etherpad "
|
|
|
|
|
"collaborative note (http://etherpad.org). This means that you can "
|
|
|
|
|
"collaborate on tasks in real time with several users contributing to the "
|
|
|
|
|
"same content. Every user has their own color and you can replay the whole "
|
|
|
|
|
"creation of the content."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:222
|
|
|
|
|
msgid ""
|
|
|
|
|
"To activate this option, go to :menuselection:`Project Settings --> Pads`, "
|
|
|
|
|
"tick \"Collaborative rich text on task description\"."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:229
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you just need the pad and not the whole task page, you can click on the "
|
|
|
|
|
"icon on the top right to get to the pad directly in a full screen view. "
|
|
|
|
|
"Click on the ``</>`` icon to get the direct URL of the task description: "
|
|
|
|
|
"useful if you want to send it to someone without adding this person as a "
|
|
|
|
|
"follower."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:239
|
|
|
|
|
msgid "Tasks states"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:242
|
|
|
|
|
msgid "Set the state of a task"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:244
|
|
|
|
|
msgid ""
|
|
|
|
|
"The status of the task is the easiest way to inform your colleagues when you"
|
|
|
|
|
" are working on a task, if the task is ready or if it is blocked. It is a "
|
|
|
|
|
"visual indicator that is seen in a glance."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:248
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can change the status of the task from the kanban view or directly from "
|
|
|
|
|
"the task. Just click on the status ball to get the choices:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:258
|
|
|
|
|
msgid "Custom states"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:260
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can decide what the different status mean for each stage of your "
|
|
|
|
|
"project. On the kanban view, click on the gear icon on the top of the stage,"
|
|
|
|
|
" then click on edit:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:267
|
|
|
|
|
msgid "Next to the color ball, write the explanation of the state."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:272
|
|
|
|
|
msgid "Now, the explanation will be displayed instead of the generic text:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:278
|
|
|
|
|
msgid "Color Tags"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:280
|
|
|
|
|
msgid ""
|
|
|
|
|
"In every task, you can add a tag. Tags are very useful to categorize the "
|
|
|
|
|
"tasks. It helps you to highlight a task from the Kanban view or better find "
|
|
|
|
|
"them thanks to the filters."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:284
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you are always working with a specific type of tag, you can highlight the"
|
|
|
|
|
" tasks containing the tag with the colors. Each tag can get a specific "
|
|
|
|
|
"color, it's very visual on the Kanban view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/collaboration.rst:291
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to make it appear on the kanban view, you have to set a color on "
|
|
|
|
|
"the tag, directly from the task:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:3
|
|
|
|
|
msgid "How to set up & configure a project?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:8
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo Project allows you to manage a project together with your whole team, "
|
|
|
|
|
"and to communicate with any member for each project and task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"It works with projects containing tasks following customizable stages. A "
|
|
|
|
|
"project can be internal or customer-oriented. A task is something to perform"
|
|
|
|
|
" as part of a project. You will be able to give different tasks to several "
|
|
|
|
|
"employees working on this project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:17
|
|
|
|
|
msgid "Installing the Project module"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:19
|
|
|
|
|
msgid ""
|
|
|
|
|
"Open the **Apps** module, search for **Project Management**, and click on "
|
|
|
|
|
"**Install**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:26
|
|
|
|
|
msgid "Creating a new project"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:28
|
|
|
|
|
msgid ""
|
|
|
|
|
"Open the **Project** application, and click on **Create**. From this window,"
|
|
|
|
|
" you can specify the name of the project and set up the privacy of the "
|
|
|
|
|
"project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:32
|
|
|
|
|
msgid "The privacy setting works as:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:34
|
|
|
|
|
msgid "**Customer Project**: visible in portal if the customer is a follower."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:37
|
|
|
|
|
msgid "**All Employees**: employees see all tasks or issues."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:39
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Private Project**: followers can see only the followed tasks or issues"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:42
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can also specify if the project is destined to a customer, or leave the "
|
|
|
|
|
"**Customer** field empty if not."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:48
|
|
|
|
|
msgid "When you have entered all the required details, click on **Save**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:51
|
|
|
|
|
msgid "Manage your project's stages"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:54
|
|
|
|
|
msgid "Add your project's stages"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:56
|
|
|
|
|
msgid "On your project's dashboard. Click on **# Tasks**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the new window, add a new column and name it according to the first stage"
|
|
|
|
|
" of your project, then add as many columns as there are stages in your "
|
|
|
|
|
"project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:68
|
|
|
|
|
msgid ""
|
|
|
|
|
"For each stage, there are markers for the status of tasks within a stage, "
|
|
|
|
|
"that you can personalize to fit your needs."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:71
|
|
|
|
|
msgid ""
|
|
|
|
|
"Drag your mouse pointer over a stage name, and click on the appearing "
|
|
|
|
|
"bearing, and on the opening menu, click on **Edit**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:77
|
|
|
|
|
msgid ""
|
|
|
|
|
"A new window will open. The color dots and star icon correspond to "
|
|
|
|
|
"customizable markers applied on tasks, making it easier to know what task "
|
|
|
|
|
"requires attention. You can give them any signification you like."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:84
|
|
|
|
|
msgid "Click on **Save** when you are done."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:87
|
|
|
|
|
msgid "Rearrange stages"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:89
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can easily personalize this view to better suit your business needs by "
|
|
|
|
|
"creating new columns. From the Kanban view of your project, you can add "
|
|
|
|
|
"stages by clicking on **Add new column**. If you want to rearrange the order"
|
|
|
|
|
" of your stages, you can easily do so by dragging and dropping the column "
|
|
|
|
|
"you want to move to the desired location. You can also fold or unfold your "
|
|
|
|
|
"stages by using the **Setting** icon on your desired stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:100
|
|
|
|
|
msgid ":doc:`visualization`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:101
|
|
|
|
|
msgid ":doc:`collaboration`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/setup.rst:102
|
|
|
|
|
msgid ":doc:`time_record`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:3
|
|
|
|
|
msgid "How to record time spent?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:8
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo allows you to record the time spent per employee and per project, for "
|
|
|
|
|
"simple reports as well as for direct invoicing to the customer."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to record the time spent on projects, you must first activate the "
|
|
|
|
|
"invoicing of timesheets. Into the **Project** application, open "
|
|
|
|
|
":menuselection:`Configuration --> Settings`. In the **Timesheets** section "
|
|
|
|
|
"of the page, tick **Activate timesheets on issues**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:23
|
|
|
|
|
msgid ""
|
|
|
|
|
"Activating the option will install the Sales, Invoicing, Issue Tracking, "
|
|
|
|
|
"Employee and Timesheet apps."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:27
|
|
|
|
|
msgid "Recording timesheets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:29
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can record the time spent in projects straight from the projects "
|
|
|
|
|
"application. You can either record timesheets in a project, or in a task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:34
|
|
|
|
|
msgid "Recording in a project"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:36
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the **Project** application dashboard, open the **More** menu of the "
|
|
|
|
|
"project you want to record timesheets for, and click on **Timesheets**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:42
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the new window, click on **Create** and insert the required details, then"
|
|
|
|
|
" click on **Save**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:49
|
|
|
|
|
msgid "Recording in a task"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:51
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the **Project** app, open the project you want to record timesheets for, "
|
|
|
|
|
"and open the task on which you have been working."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/time_record.rst:54
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the task, click on **Edit**, open the **Timesheets** tab and click on "
|
|
|
|
|
"**Add an item**. Insert the required details, then click on **Save**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:3
|
|
|
|
|
msgid "Visualize a project's tasks"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"In day to day business, your company might struggle due to the important "
|
|
|
|
|
"amount of tasks to fulfill. Those tasks already are complex enough. Having "
|
|
|
|
|
"to remember them all and follow up on them can be a burden. Luckily, Odoo "
|
|
|
|
|
"enables you to efficiently visualize and organize the different tasks you "
|
|
|
|
|
"have to cope with."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:12
|
|
|
|
|
msgid "Create a task"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"While in the project app, select an existing project or create a new one."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:17
|
|
|
|
|
msgid "In the project, create a new task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
"In that task you can then assigned it to the right person, add tags, a "
|
|
|
|
|
"deadline, descriptions… and anything else you might need for that task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:29
|
|
|
|
|
msgid "View your tasks with the Kanban view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once you created several tasks, they can be managed and followed up thanks "
|
|
|
|
|
"to the Kanban view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:34
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Kanban view is a post-it like view, divided in different stages. It "
|
|
|
|
|
"enables you to have a clear view on the stages your tasks are in and which "
|
|
|
|
|
"one have the higher priorities."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:38
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Kanban view is the default view when accessing a project, but if you are"
|
|
|
|
|
" on another view, you can go back to it any time by clicking the kanban view"
|
|
|
|
|
" logo in the upper right corner"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:45
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can also notify your colleagues about the status of a task right from "
|
|
|
|
|
"the Kanban view by using the little dot, it will notify follower of the task"
|
|
|
|
|
" and indicate if the task is ready."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:53
|
|
|
|
|
msgid "Sort tasks in your Kanban view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:55
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tasks are ordered by priority, which you can give by clicking on the star "
|
|
|
|
|
"next to the clock and then by sequence, meaning if you manually move them "
|
|
|
|
|
"using drag & drop, they will be in that order and finally by their ID linked"
|
|
|
|
|
" to their creation date."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tasks that are past their deadline will appear in red in your Kanban view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:67
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you put a low priority task on top, when you go back to your dashboard "
|
|
|
|
|
"the next time, it will have moved back below the high priority tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:72
|
|
|
|
|
msgid "Manage deadlines with the Calendar view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:74
|
|
|
|
|
msgid ""
|
|
|
|
|
"You also have the option to switch from a Kanban view to a calendar view, "
|
|
|
|
|
"allowing you to see every deadline for every task that has a deadline set "
|
|
|
|
|
"easily in a single window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:78
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tasks are color coded to the employee they are assigned to and you can "
|
|
|
|
|
"filter deadlines by employees by selecting who's deadline you wish to see."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/configuration/visualization.rst:86
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:133
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can easily change the deadline from the Calendar view by dragging and "
|
|
|
|
|
"dropping the task to another case."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:3
|
|
|
|
|
msgid "Introduction to Odoo Project"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"As a business manager, I have a varied job involving multiple stakeholders. "
|
|
|
|
|
"To manage every task seamlessly, Odoo Projects is of great help."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:17
|
|
|
|
|
msgid ""
|
|
|
|
|
"With Odoo Projects, our project team members can easily plan and execute the"
|
|
|
|
|
" launching of a new product line in Canada. I organized this project by "
|
|
|
|
|
"creating different stages. It allows us to clearly identify the status of "
|
|
|
|
|
"any task at any time, and for any user. It is convenient for any other "
|
|
|
|
|
"project manager too."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"These well-structured project stages are fully customizable. Here I identify"
|
|
|
|
|
" one missing stage, I can easily add it in just a click. In our project "
|
|
|
|
|
"management process, I proceed to a final review, so I add this stage. Odoo "
|
|
|
|
|
"projects is designed to work for any kind of business."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once a task is done, each colleague can highlight it by changing its status."
|
|
|
|
|
" That will help the project manager to review the task before changing the "
|
|
|
|
|
"stage with a simple drag and drop. Easy, right?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"We can also organize the different tasks by adapting the view. Here, I "
|
|
|
|
|
"select the list view, which shows other information such as the working time"
|
|
|
|
|
" progress. If I click on my task, I land on the form view where I can edit "
|
|
|
|
|
"the planned hours and enter my timesheets. This is a great tool for any "
|
|
|
|
|
"project manager. Controlling the working time progress and the time spent "
|
|
|
|
|
"for each team member is essential. I set the time for the sales team "
|
|
|
|
|
"training to 24 hours. Today, I prepared the material, so I will log 4 hours "
|
|
|
|
|
"in the timesheet. The working time progress updates automatically. Thanks to"
|
|
|
|
|
" this timesheet integration, the project manager has a thorough follow-up on"
|
|
|
|
|
" the progress of each task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"Another great feature in Odoo projects is the forecast tool. When it is "
|
|
|
|
|
"activated, I can plan resources per project and the workload. Therefore, the"
|
|
|
|
|
" time allocation for other projects is much easier. For this project, I have"
|
|
|
|
|
" to train members of the sales team. It will require 50% of my time until "
|
|
|
|
|
"the end of the week. As project manager, I can do this resource allocation "
|
|
|
|
|
"for any user and adapt it according to their other projects. This will "
|
|
|
|
|
"prevent any form of time overlap. I can reassign a task or adapt the "
|
|
|
|
|
"deadline. Odoo projects is the perfect app for strategic and executive "
|
|
|
|
|
"planning."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"Plus, every aspect of any project can be analyzed, thanks to the reports. "
|
|
|
|
|
"For example, We can have a report of effective hours spent in comparison "
|
|
|
|
|
"with the planned hours. I can assess the profitability of any project, any "
|
|
|
|
|
"task, or any team member. I can also look at the number of hours assigned to"
|
|
|
|
|
" each team member."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:68
|
|
|
|
|
msgid ""
|
|
|
|
|
"Another element of an excellent project management is communication. This is"
|
|
|
|
|
" a key factor for the success of any project. While dealing with multiple "
|
|
|
|
|
"stakeholders, being able to share documents directly in the task is very "
|
|
|
|
|
"helpful. With Odoo projects, I can discuss through the chat feature that is "
|
|
|
|
|
"always one-click away. I can also start a new conversation with anyone in my"
|
|
|
|
|
" team."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:76
|
|
|
|
|
msgid ""
|
|
|
|
|
"In addition to being a powerful app for managing projects seamlessy, Odoo "
|
|
|
|
|
"projects is also an effective customer service or after-sales app. With it, "
|
|
|
|
|
"I can follow any customer issue, even create a dedicated support project. "
|
|
|
|
|
"The app also automatically creates an invoice of time spent on tasks or "
|
|
|
|
|
"issues."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo projects is a powerful, yet easy-to-use app. At first, I used the "
|
|
|
|
|
"planner to clearly state my objectives and set up the project app. Get this "
|
|
|
|
|
"app, it will help you get started quickly too."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:88
|
|
|
|
|
msgid "Start your free trial now and better manage your projects with Odoo!"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/overview/main_concepts/introduction.rst:91
|
|
|
|
|
msgid "Start your free trial now with the CRM sales people love"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/applications/services/project/planning.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Planning your project"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:3
|
|
|
|
|
msgid "How to plan and track employees' assignments?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Following and planning your employees' assignments can be a heavy challenge "
|
|
|
|
|
"especially when you manage several people. Luckily, using Odoo Project, you "
|
|
|
|
|
"can handle it in only a couple of clicks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:12
|
|
|
|
|
msgid ""
|
|
|
|
|
"The only necessary configuration is to install the **Project Management** "
|
|
|
|
|
"module. To do so, go in the application module, search for project and "
|
|
|
|
|
"install the application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:19
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you wish to manage time estimation, you will need to enable timesheets on"
|
|
|
|
|
" tasks. From the **Project** application, go to "
|
|
|
|
|
":menuselection:`Configuration --> Settings` in the dropdown menu. Then, "
|
|
|
|
|
"under **Time Work Estimation**, select the **manage time estimation on "
|
|
|
|
|
"tasks** option. Do not forget to apply your changes."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:28
|
|
|
|
|
msgid ""
|
|
|
|
|
"This feature will create a progress bar in the form view of your tasks. "
|
|
|
|
|
"Every time your salesperson will add working time in his timesheet, the bar "
|
|
|
|
|
"will be updated accordingly, based on the initially planned hours."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:36
|
|
|
|
|
msgid "Manage tasks with views"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:38
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can have an overview of your different task thanks to the multiple views"
|
|
|
|
|
" available with Odoo. Three main views will help you to plan and follow up "
|
|
|
|
|
"on your employees' tasks: the kanban view, the list view (using timesheets) "
|
|
|
|
|
"and the calendar view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"Create and edit tasks in order to fill up your pipeline. Don't forget to "
|
|
|
|
|
"fill in a responsible person and an estimated time if you have one."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:47
|
|
|
|
|
msgid "Get an overview of activities with the kanban view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Kanban view is a post-it like view, divided in different stages. It "
|
|
|
|
|
"enables you to have a clear view on the stages your tasks are in and the "
|
|
|
|
|
"ones having the higher priorities."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:61
|
|
|
|
|
msgid "Add/rearrange stages"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can easily personalize your project to suit your business needs by "
|
|
|
|
|
"creating new columns. From the Kanban view of your project, you can add "
|
|
|
|
|
"stages by clicking on **Add new column** (see image below). If you want to "
|
|
|
|
|
"rearrange the order of your stages, you can easily do so by dragging and "
|
|
|
|
|
"dropping the column you want to move to the desired location. You can also "
|
|
|
|
|
"fold or unfold your stages by using the **setting** icon on your desired "
|
|
|
|
|
"stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:75
|
|
|
|
|
msgid ""
|
|
|
|
|
"Create one column per stage in your working process. For example, in a "
|
|
|
|
|
"development project, stages might be: Specifications, Development, Test, "
|
|
|
|
|
"Done."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:80
|
|
|
|
|
msgid "Sort tasks by priority"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:82
|
|
|
|
|
msgid ""
|
|
|
|
|
"On each one of your columns, you have the ability to sort your tasks by "
|
|
|
|
|
"priority. Tasks with a higher priority will automatically be moved to the "
|
|
|
|
|
"top of the column. From the Kanban view, click on the star in the bottom "
|
|
|
|
|
"left of a task to tag it as **high priority**. For the tasks that are not "
|
|
|
|
|
"tagged, Odoo will automatically classify them according to their deadlines."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:89
|
|
|
|
|
msgid ""
|
|
|
|
|
"Note that dates that passed their deadlines will appear in red( in the list "
|
|
|
|
|
"view too) so you can easily follow up the progression of different tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:97
|
|
|
|
|
msgid "Don't forget you can filter your tasks with the filter menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:100
|
|
|
|
|
msgid "Track the progress of each task with the list view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:102
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you enabled the **Manage Time Estimation on Tasks**, your employees will "
|
|
|
|
|
"be able to log their activities on tasks under the **Timesheets** sub-menu "
|
|
|
|
|
"along with their duration. The **Working Time Progress** bar will be updated"
|
|
|
|
|
" each time the employee will add an activity."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:110
|
|
|
|
|
msgid ""
|
|
|
|
|
"As a manager, you can easily overview the time spent on tasks for all "
|
|
|
|
|
"employees by using the list view. To do so, access the project of your "
|
|
|
|
|
"choice and click on the List view icon (see below). The last column will "
|
|
|
|
|
"show you the progression of each task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:119
|
|
|
|
|
msgid "Keep an eye on deadlines with the Calendar view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:121
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you add a deadline in your task, they will appear in the calendar view. "
|
|
|
|
|
"As a manager, this view enables you to keep an eye on all deadlines in a "
|
|
|
|
|
"single window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:128
|
|
|
|
|
msgid ""
|
|
|
|
|
"All the tasks are tagged with a color corresponding to the employee assigned"
|
|
|
|
|
" to them. You can easily filter the deadlines by employees by ticking the "
|
|
|
|
|
"related boxes on the right of the calendar view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/assignments.rst:138
|
|
|
|
|
msgid ":doc:`forecast`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:3
|
|
|
|
|
msgid "How to forecast tasks?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:6
|
|
|
|
|
msgid "Introduction to forecast"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:8
|
|
|
|
|
msgid ""
|
|
|
|
|
"Scheduling and forecasting tasks is another way to manage projects. In Odoo,"
|
|
|
|
|
" the Forecast option gives you access to the Gantt chart."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"So far, you've been working with the Kanban view, which shows you the "
|
|
|
|
|
"progress of a project and its related tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"Now, with the Forecast option, the Gantt view gives you the big picture. "
|
|
|
|
|
"It's highly visual which is a real plus for complex projects, and it helps "
|
|
|
|
|
"team members to collaborate better."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:18
|
|
|
|
|
msgid ""
|
|
|
|
|
"This option is a real benefit in terms of planning and organizing the "
|
|
|
|
|
"workload and human resources."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:22
|
|
|
|
|
msgid "How to configure the projects?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:25
|
|
|
|
|
msgid "Configure the project application"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"The **Forecast** option helps you to organize your projects. This is perfect"
|
|
|
|
|
" when you need to set up a project with a specific deadline. Therefore, each"
|
|
|
|
|
" task is assigned a specific timeframe (amount of hours) in which your "
|
|
|
|
|
"employee should complete it!"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:32
|
|
|
|
|
msgid ""
|
|
|
|
|
"First you need to activate the **Forecast** option for the whole project "
|
|
|
|
|
"application:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to :menuselection:`Project --> Configuration --> Settings`. Select the "
|
|
|
|
|
"Forecast option and click **Apply**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:41
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once this is done, you still need to activate the **Forecast** option "
|
|
|
|
|
"specifically for your **Project** (maybe you don't need the Gantt chart for "
|
|
|
|
|
"all the projects that you manage)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:46
|
|
|
|
|
msgid "Configure a specific project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:48
|
|
|
|
|
msgid ""
|
|
|
|
|
"When creating a new project, make sure to select the option \"Allow "
|
|
|
|
|
"Forecast\" in your project settings."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:51
|
|
|
|
|
msgid "You'll see the **Forecast** option appearing in the top menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:56
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you add the Forecasting option to an existing project, whether there are "
|
|
|
|
|
"task deadlines or not scheduled, the task won't be displayed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:59
|
|
|
|
|
msgid "The tasks of a project are not related to a forecast."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:62
|
|
|
|
|
msgid "How to create a forecast?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:64
|
|
|
|
|
msgid ""
|
|
|
|
|
"Before creating a project with forecast, list all the tasks with the "
|
|
|
|
|
"projected time they should take. It will help you to coordinate the work."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:68
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to display the projects in the Gantt chart, you need to create the "
|
|
|
|
|
"forecast from the task page. To create a forecast, click on the top left "
|
|
|
|
|
"corner of the task, **Create a Forecast**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:76
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can also create a new Forecast easily by directly clicking on an empty "
|
|
|
|
|
"space in the Gantt chart calendar."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Forecast interface will fill in the name of the Project and the task "
|
|
|
|
|
"automatically. You just need to add the dates and the time the task should "
|
|
|
|
|
"take."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
"The \"Effective hours\" field appears only if you have the **Timesheet** app"
|
|
|
|
|
" installed on your database. This option helps you to see the progress of a "
|
|
|
|
|
"task thanks to the integration with Timesheet."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:91
|
|
|
|
|
msgid ""
|
|
|
|
|
"For example: When a user fills in a Timesheet with your Project name "
|
|
|
|
|
"(Analytic account), with 10 hours spent, the forecast will display 10 hours "
|
|
|
|
|
"in the Effective hours field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:96
|
|
|
|
|
msgid "What are the difference between the views?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:98
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the **Project** app menu you have a **Forecast** menu. This sub-menu "
|
|
|
|
|
"helps you to see the Gantt chart from different points of view: by users or "
|
|
|
|
|
"by projects."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:103
|
|
|
|
|
msgid "By users : people management"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:105
|
|
|
|
|
msgid ""
|
|
|
|
|
"This option displays the Gantt chart with the people assigned. Odoo's Gantt "
|
|
|
|
|
"chart shows you who's involved; it gives you the big picture of the project."
|
|
|
|
|
" It's very useful to allocate your resources effectively."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:109
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the left side, first level, you can see which users are involved. Then, "
|
|
|
|
|
"on the second level you see which projects they are assigned to. On the "
|
|
|
|
|
"third, you see which tasks they're on."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:113
|
|
|
|
|
msgid ""
|
|
|
|
|
"Each task is represented by a coloured rectangle. This rectangle reflects "
|
|
|
|
|
"the duration of the task in the calendar."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:116
|
|
|
|
|
msgid ""
|
|
|
|
|
"The top rectangle on the first level is the sum of all the tasks compiled "
|
|
|
|
|
"from the third level. If it's green, it means that the total time allocated "
|
|
|
|
|
"to that user is less than 100%. When it's red, it means that this user is "
|
|
|
|
|
"assigned to multiple tasks which total more than 100% of his/her time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:126
|
|
|
|
|
msgid "Plan the workload"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:128
|
|
|
|
|
msgid ""
|
|
|
|
|
"When creating a forecast, you have to select the time the user should spend "
|
|
|
|
|
"on it. 100% means that your user should work on it full time during those "
|
|
|
|
|
"days. He/She has no other tasks to work on. So you can decide from 1 to 100%"
|
|
|
|
|
" how your users should organize their time between different tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:134
|
|
|
|
|
msgid ""
|
|
|
|
|
"The power of integration helps you to avoid double booking an employee. For "
|
|
|
|
|
"example, if your expert is already at 40% on another task in another "
|
|
|
|
|
"project, you can book him/her for only 60% for that period."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:138
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the example below, the user \"Administrator\" is working on 2 projects "
|
|
|
|
|
"(\"IT1367 Delivery Phases\" and \"Implementation Process56\"). The user is "
|
|
|
|
|
"assigned to both projects with a total of 110% of their time. This is too "
|
|
|
|
|
"much so the Project Manager should change the users assigned to the task. "
|
|
|
|
|
"Otherwise, the PM can change the dedicated time or the dates, to make sure "
|
|
|
|
|
"that this is feasible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:149
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:191
|
|
|
|
|
msgid "Gantt view advantages"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:151
|
|
|
|
|
msgid ""
|
|
|
|
|
"This Gantt view ‘by user' helps you to better plan your human resources. You"
|
|
|
|
|
" avoid confusion about the the tasks and the assignations of the users. The "
|
|
|
|
|
"Gantt Chart is highly visual and helps to comprehend all the different "
|
|
|
|
|
"elements at once. Also, you immediately know what has to be done next. This "
|
|
|
|
|
"method helps you to better understand the relations between the tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:158
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:193
|
|
|
|
|
msgid "The dynamic view of the Gantt in Odoo allows you to:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:160
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:195
|
|
|
|
|
msgid ""
|
|
|
|
|
"change the time and date of a forecast by clicking and sliding the tasks in "
|
|
|
|
|
"the future or in the past"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:163
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:198
|
|
|
|
|
msgid "create a new forecast into the Gantt chart immediately"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:165
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:200
|
|
|
|
|
msgid "modify an existing forecast"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:167
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:202
|
|
|
|
|
msgid "change the length of a task by extending or shortening the rectangle."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:170
|
|
|
|
|
msgid "By projects: project management"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:172
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Gantt Chart is the perfect view of a project to better understand the "
|
|
|
|
|
"interactions between the tasks. You can avoid overlapping tasks or starting "
|
|
|
|
|
"one too early if another one isn't finished. Odoo Gantt chart is clear and "
|
|
|
|
|
"helps you to coordinate tasks efficiently."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:177
|
|
|
|
|
msgid ""
|
|
|
|
|
"This option displays the Gantt chart by showing the projects on the first "
|
|
|
|
|
"level of hierarchy."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:180
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the left side, first level, you can see the projects. Then, on the second"
|
|
|
|
|
" level you see which users are assigned. On the third, you see which tasks "
|
|
|
|
|
"they're on."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/planning/forecast.rst:184
|
|
|
|
|
msgid ""
|
|
|
|
|
"This view won't show your HR time. The colours don't apply. (see **By "
|
|
|
|
|
"Users** section)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/services/support.rst:5
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgid "Support"
|
|
|
|
|
msgstr "Support"
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:6
|
|
|
|
|
msgid "Supported versions"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo provides support and bug fixing **for the 3 last major versions** of "
|
|
|
|
|
"Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"Users hosted on **Odoo Online** may use intermediary versions (sometimes "
|
|
|
|
|
"called *SaaS versions*) that are supported as well. These versions are not "
|
|
|
|
|
"published for Odoo.sh or On-Premise installations."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:17
|
|
|
|
|
msgid "What's the support status of my Odoo?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:19
|
|
|
|
|
msgid "This matrix shows the support status of every version."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:21
|
|
|
|
|
msgid "**Major releases are in bold type.**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:24
|
|
|
|
|
msgid "Odoo Online"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:24
|
|
|
|
|
msgid "Odoo.sh"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:24
|
|
|
|
|
msgid "On-Premise"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:24
|
|
|
|
|
msgid "Release date"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:26
|
|
|
|
|
msgid "**Odoo 14.0**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:26
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:26
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:26
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:28
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:28
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:28
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:30
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:32
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:32
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:32
|
|
|
|
|
msgid "|green|"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:67
|
|
|
|
|
msgid "green"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-05-07 17:53:47 +07:00
|
|
|
|
#: ../../content/services/support/supported_versions.rst:26
|
|
|
|
|
msgid "October 2020"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:28
|
|
|
|
|
msgid "**Odoo 13.0**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:28
|
|
|
|
|
msgid "October 2019"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:30
|
|
|
|
|
msgid "Odoo 12.saas~3"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:30
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:30
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:34
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:34
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:38
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:38
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:40
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:40
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:44
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:44
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:46
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:48
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:48
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:50
|
|
|
|
|
msgid "N/A"
|
|
|
|
|
msgstr "Nicht verfügbar"
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:30
|
|
|
|
|
msgid "August 2019"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:32
|
|
|
|
|
msgid "**Odoo 12.0**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:32
|
|
|
|
|
msgid "October 2018"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:32
|
|
|
|
|
msgid "*End-of-support is planned for October 2021*"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:34
|
|
|
|
|
msgid "Odoo 11.saas~3"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:34
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:36
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:36
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:38
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:40
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:42
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:42
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:44
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:46
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:48
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:50
|
|
|
|
|
msgid "|orange|"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:73
|
|
|
|
|
msgid "orange"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-05-07 17:53:47 +07:00
|
|
|
|
#: ../../content/services/support/supported_versions.rst:34
|
|
|
|
|
msgid "April 2018"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:36
|
|
|
|
|
msgid "**Odoo 11.0**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:36
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:42
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:46
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:50
|
|
|
|
|
msgid "|red|"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-06-20 07:30:58 +07:00
|
|
|
|
#: ../../content/services/support/supported_versions.rst:70
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:70
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:70
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:70
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:70
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:70
|
|
|
|
|
msgid "red"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2021-05-07 17:53:47 +07:00
|
|
|
|
#: ../../content/services/support/supported_versions.rst:36
|
|
|
|
|
msgid "October 2017"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:38
|
|
|
|
|
msgid "Odoo 10.saas~15"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:38
|
|
|
|
|
msgid "March 2017"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:40
|
|
|
|
|
msgid "Odoo 10.saas~14"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:40
|
|
|
|
|
msgid "January 2017"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:42
|
|
|
|
|
msgid "**Odoo 10.0**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:42
|
|
|
|
|
msgid "October 2016"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:44
|
|
|
|
|
msgid "Odoo 9.saas~11"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:44
|
|
|
|
|
msgid "May 2016"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:46
|
|
|
|
|
msgid "**Odoo 9.0**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:46
|
|
|
|
|
msgid "October 2015"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:48
|
|
|
|
|
msgid "Odoo 8.saas~6"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:48
|
|
|
|
|
msgid "February 2015"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:50
|
|
|
|
|
msgid "**Odoo 8.0**"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:50
|
|
|
|
|
msgid "September 2014"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:56
|
|
|
|
|
msgid "|green| Supported version"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:58
|
|
|
|
|
msgid "|red| End-of-support"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:60
|
|
|
|
|
msgid "N/A Never released for this platform"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:62
|
|
|
|
|
msgid ""
|
|
|
|
|
"|orange| Some of our older customers may still run this version on our Odoo "
|
|
|
|
|
"Online servers, we provide help only on blocking issues and advise you to "
|
|
|
|
|
"upgrade."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:64
|
|
|
|
|
msgid "🏁 Future version, not released yet"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:77
|
|
|
|
|
msgid "I run an older version of Odoo/OpenERP/TinyERP"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
"OpenERP 7.0, 6.1, 6.0 and 5.0 is not supported anymore, on any platform."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"TinyERP 4.0, 3.0, 2.0 and 1.0 is not supported anymore, on any platform."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/supported_versions.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"You should consider `upgrading <https://upgrade.odoo.com/>`_ your database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:7
|
|
|
|
|
msgid "What can I expect from the support service?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:11
|
|
|
|
|
msgid "5 days a week"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"Your Odoo Online subscription includes **unlimited 24hr support at no extra "
|
|
|
|
|
"cost, Monday to Friday**. Our teams are located around the world to ensure "
|
|
|
|
|
"you have support, no matter your location. Your support representative could"
|
|
|
|
|
" be communicating to you from San Francisco, Belgium, or India!"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:18
|
|
|
|
|
msgid ""
|
|
|
|
|
"Our support team can be contacted through our `online support form "
|
|
|
|
|
"<https://www.odoo.com/help>`__."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:22
|
|
|
|
|
msgid "What kind of support is included?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"Providing you with relevant material (guidelines, product documentation, "
|
|
|
|
|
"etc...)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:26
|
|
|
|
|
msgid ""
|
|
|
|
|
"Answers to issues that you may encounter in your standard Odoo database (eg."
|
|
|
|
|
" “I cannot close my Point of Sale” or “I cannot find my sales KPIs?”)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:28
|
|
|
|
|
msgid "Questions related to your account, subscription, or billing"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:29
|
|
|
|
|
msgid ""
|
|
|
|
|
"Bug resolution (blocking issues or unexpected behaviour not due to "
|
|
|
|
|
"misconfiguration or customization)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
"Issues that might occur in a test database after upgrading to a newer "
|
|
|
|
|
"version"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"*Odoo Support does not make changes to your production database, but gives "
|
|
|
|
|
"you the material and knowledge to do it yourself!*"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:38
|
|
|
|
|
msgid "What kind of support is not included?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
"Questions that require us to understand your business processes in order to "
|
|
|
|
|
"help you implement your database"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:42
|
|
|
|
|
msgid ""
|
|
|
|
|
"Training on how to use our software (we will direct you to our many "
|
|
|
|
|
"resources)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:43
|
|
|
|
|
msgid "Import of documents into your database"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:44
|
|
|
|
|
msgid ""
|
|
|
|
|
"Guidance on which configurations to apply inside of an application or the "
|
|
|
|
|
"database"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:45
|
|
|
|
|
msgid ""
|
|
|
|
|
"How to set up configuration models (Examples include: Inventory Routes, "
|
|
|
|
|
"Payment Terms, Warehouses, etc)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:47
|
|
|
|
|
msgid "Any intervention on your own servers/deployments of Odoo"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:48
|
|
|
|
|
msgid ""
|
|
|
|
|
"Any intervention on your own third party account (Ingenico, Authorize, UPS, "
|
|
|
|
|
"etc)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"Questions or issues related to specific developments or customizations done "
|
|
|
|
|
"either by Odoo or a third party (this is specific only to your database or "
|
|
|
|
|
"involving code)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/what_can_i_expect.rst:53
|
|
|
|
|
msgid ""
|
2021-12-12 09:30:44 +07:00
|
|
|
|
"You can get this type of support with a `Success Pack "
|
|
|
|
|
"<https://www.odoo.com/pricing-packs>`__. With a pack, one of our consultants"
|
|
|
|
|
" will analyze the way your business runs and tell you how you can get the "
|
|
|
|
|
"most out of your Odoo Database. We will handle all configurations and coach "
|
|
|
|
|
"you on how to use Odoo."
|
2021-05-07 17:53:47 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:5
|
|
|
|
|
msgid "Where to find help?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:9
|
|
|
|
|
msgid "Odoo Enterprise"
|
|
|
|
|
msgstr "Odoo Enterprise"
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"Users who have a valid Odoo Enterprise subscription may always contact our "
|
|
|
|
|
"support teams through our `support form <https://www.odoo.com/help>`_, no "
|
|
|
|
|
"matter the hosting type you chose (Odoo Online, Odoo.sh or on your own "
|
|
|
|
|
"server)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:13
|
|
|
|
|
msgid "Please include in your request:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:15
|
|
|
|
|
msgid "your subscription number,"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"if your database is hosted by Odoo (Odoo Online or Odoo.sh), please also "
|
|
|
|
|
"send the URL of your database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:18
|
|
|
|
|
msgid "Our agents will get back to you as soon as possible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:22
|
|
|
|
|
msgid "Odoo Community"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:24
|
|
|
|
|
msgid "*Odoo Community users don't get access to the support service.*"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:26
|
|
|
|
|
msgid "Here are some resources that might help you:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:28
|
|
|
|
|
msgid "Our `documentation pages <https://www.odoo.com/page/docs>`_."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:29
|
|
|
|
|
msgid ""
|
|
|
|
|
"Ask your question on the `community forum "
|
|
|
|
|
"<https://www.odoo.com/forum/help-1>`_."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Buy Odoo Enterprise <https://www.odoo.com/help>`_ to get the support and "
|
|
|
|
|
"bugfix services."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/services/support/where_can_i_get_support.rst:35
|
|
|
|
|
msgid "*Last revision of this page:* |date|"
|
|
|
|
|
msgstr ""
|