57 lines
2.2 KiB
ReStructuredText
57 lines
2.2 KiB
ReStructuredText
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=============================
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Track Projects’ Profitability
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=============================
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A project runs smoother if you can have an overview of its costs, revenues, profitability, tasks,
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time and people, all in the same place. It allows you to make smarter business decisions as you know
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where you are standing and can course-correct if needed.
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Track costs and revenue
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=======================
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If you have the Timesheets application installed
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------------------------------------------------
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Go to :menuselection:`Project --> Configuration --> Projects`, choose the respective project,
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*Edit* and enable *Timesheets*. A menu *Overview* becomes available in the Kanban view.
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.. image:: media/timesheet_instaled.png
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:align: center
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:alt: View of the dashboard and overview menu available in Odoo Project
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The overview shows the hours recorded split by the different billable options, profitability, time
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by people according to the billable hours recorded, and even a timesheet table.
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.. image:: media/hours_profitability.png
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:align: center
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:alt: Click on overview and have a detailed view of the hours recorded in Odoo Project
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If you do not have the Timesheets application installed
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-------------------------------------------------------
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| Activate the :doc:`Developer mode <../../general/developer_mode/activate>`. Then go to
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*Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project -->
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Configuration --> Projects` and specify an *Analytic Account* under the needed project.
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| A *Profitability* menu to the costs and revenues of this analytic account is directly available
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in the Kanban view.
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.. image:: media/not_timesheet_installed.png
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:align: center
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:height: 270
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:alt: Profitability menu being shown on the dashboard view in Odoo Project
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Reporting
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=========
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Under *Reporting*, obtain a report on the *Project Costs and Revenues*. Choose among graph options
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or do your analysis through a pivot view.
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.. image:: media/reporting.png
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:align: center
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:alt: Overview of the reporting page showing costs and revenues in Odoo Project
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.. seealso::
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- :doc:`../../accounting/others/analytic/usage`
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- :doc:`../../accounting/others/analytic/timesheets`
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- :doc:`../../accounting/others/analytic/purchases_expenses`
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