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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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2017-03-24 16:44:24 +07:00
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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2018-11-11 08:31:19 +07:00
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# Translators:
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2020-09-27 06:31:33 +07:00
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# Martin Trigaux, 2020
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# Pedro M. Baeza <pedro.baeza@gmail.com>, 2020
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# Jon Perez <jop@odoo.com>, 2020
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# Fabian <fabiananguiano@gmail.com>, 2020
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2018-11-11 08:31:19 +07:00
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 14.0\n"
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2015-12-04 21:26:35 +07:00
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"Report-Msgid-Bugs-To: \n"
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2020-11-08 07:31:22 +07:00
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"POT-Creation-Date: 2020-11-02 12:05+0100\n"
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2020-09-27 06:31:33 +07:00
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"PO-Revision-Date: 2020-09-22 14:41+0000\n"
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"Last-Translator: Fabian <fabiananguiano@gmail.com>, 2020\n"
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"Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: es\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../project.rst:5
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msgid "Project"
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msgstr "Proyecto"
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#: ../../project/advanced.rst:3
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msgid "Advanced"
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msgstr "Avanzado"
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:3
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msgid "Advanced Project Settings"
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:5
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msgid ""
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"Projects can be created for a specific customer or team, and can be "
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"coordinated among your employees through visibility options. Stages can be "
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"shared among tasks, and the exact time spent on each project can be tracked."
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" All of it in favor of a more integrated and dynamic organization."
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:10
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msgid "Create advanced projects"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:11
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msgid ""
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"Go to :menuselection:`Project --> Configuration --> Projects --> Create`."
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:13
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msgid ""
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"Choose a *Customer* in order to create a project specifically for him. If "
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"not, simply leave the field blank."
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:20
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msgid "Choose who can access a project"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:22
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msgid ""
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"To create a project for specific teams, under *Visibility*, choose who can "
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"have access to the project:"
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:25
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msgid "*Invited employees*: the ones who are followers."
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:26
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msgid "*All employees*."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:27
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msgid ""
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"*Portal users and all employees*: it enables the option *Share*. Recipients "
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"receive an email with an invitation to access the document (project)."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:30
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msgid ""
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"Choose an *Analytic Account* to track the profitability of your project in a"
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" specific account."
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:33
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msgid "Timesheet and record time on tasks"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:35
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msgid "To track the time spent on tasks, enable *Timesheets*."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:36
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msgid "In order to be able to launch a timer, also enable *Timesheet timer*."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:43
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msgid "Create sales orders from a task"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:45
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msgid ""
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"To invoice the time (service) and material used on a task, enable *Bill from"
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" tasks*. Then, choose the service/product which you would like to bill, or "
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"create one on the fly."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:54
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msgid "Track the material used on a task"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:56
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msgid ""
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"After enabling *Bill from Tasks*, enable *Products on Tasks* to track the "
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"products/material used during the work on a specific task."
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:64
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msgid "Take advantage of worksheets"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:66
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msgid ""
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"Worksheets are reports of the work done. To customize and include them in "
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"your tasks, enable *Worksheets*. Choose an existing template or create one "
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"on the fly."
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msgstr ""
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/advanced_projects.rst:74
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msgid "Schedule shifts on projects"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:76
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msgid ""
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"To create shifts to manage your tasks, assign employees, and stay organized,"
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" enable *Planning*."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:88
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msgid "Manage employees work hours"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:90
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msgid ""
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"*Working time* defines the number of your employees’ working hours. It "
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"adjusts the Gantt planning view of your interventions. Open the external "
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"link to adjust the daily hours."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:99
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msgid "Share stages across projects"
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:102
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msgid ""
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"In order to have a clean Kanban view that works across projects, and to "
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"avoid duplicates, delineate specific stages for different projects."
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msgstr ""
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#: ../../project/advanced/advanced_projects.rst:105
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msgid ""
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":doc:`Activate the Developer mode <../../general/developer_mode/activate>` "
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"then go to :menuselection:`Project --> Configuration --> Stages`. Choose the"
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" respective one and add the projects among which you would like to share "
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"stages."
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msgstr ""
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#: ../../project/advanced/feedback.rst:3
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msgid "Gather Feedback from Customers"
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msgstr ""
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#: ../../project/advanced/feedback.rst:5
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msgid ""
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"Finding out what your clients think about the experience they have with your"
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" company, can inspire you to have insights on how to improve your "
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"product/service, adjusting your business to fit their needs. It shows that "
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"you value their opinions and provides a reliable source of information to "
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"other consumers."
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msgstr ""
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#: ../../project/advanced/feedback.rst:11
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msgid "Set up"
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msgstr ""
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#: ../../project/advanced/feedback.rst:13
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msgid ""
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"Go to :menuselection:`Project --> Configuration --> Settings` and enable "
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"*Use Rating on Project*."
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msgstr ""
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#: ../../project/advanced/feedback.rst:19
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msgid ""
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"*Set Email Template to Stages* in order to define the template to be sent at"
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" a specific stage(s)."
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msgstr ""
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#: ../../project/advanced/feedback.rst:20
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msgid "Choose an existing template or create one on the fly."
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msgstr ""
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#: ../../project/advanced/feedback.rst:27
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msgid "Choosing the projects I want feedback from"
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msgstr ""
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#: ../../project/advanced/feedback.rst:30
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msgid ""
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"Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and "
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"configure the wanted projects to have the email template previously set "
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"sent, by the change of a stage or periodically."
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msgstr ""
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#: ../../project/advanced/feedback.rst:32
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msgid ""
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"Enable *Rating visible publicly* if you would like to publish the ratings in"
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" order to communicate them to a customer, prospect or the rest of your team."
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msgstr ""
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2015-12-16 21:53:39 +07:00
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2020-09-27 06:31:33 +07:00
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#: ../../project/advanced/feedback.rst:40
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msgid "See the customer rating email sent under the *Log notes* of your task."
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msgstr ""
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#: ../../project/advanced/feedback.rst:47
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msgid "Get reports"
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msgstr ""
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2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/feedback.rst:49
|
2015-12-16 21:53:39 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Under :menuselection:`Project --> Reporting --> Customer Ratings` see "
|
|
|
|
|
"ratings by task."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-16 21:53:39 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/feedback.rst:55
|
2015-12-16 21:53:39 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Clicking on the percentage of happy ratings over the last 30 days in the "
|
|
|
|
|
"*Projects* overview, redirects you to your website with more rating details."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-16 21:53:39 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:3
|
|
|
|
|
msgid "Track Projects’ Profitability"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-16 21:53:39 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:5
|
2015-12-16 21:53:39 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"A project runs smoother if you can have an overview of its costs, revenues, "
|
|
|
|
|
"profitability, tasks, time and people, all in the same place. It allows you "
|
|
|
|
|
"to make smarter business decisions as you know where you are standing and "
|
|
|
|
|
"can course-correct if needed."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-16 21:53:39 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:10
|
|
|
|
|
msgid "Track costs and revenue"
|
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:13
|
|
|
|
|
msgid "If you have the Timesheets application installed"
|
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:15
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Go to :menuselection:`Project --> Configuration --> Projects`, choose the "
|
|
|
|
|
"respective project, *Edit* and enable *Timesheets*. A menu *Overview* "
|
|
|
|
|
"becomes available in the Kanban view."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:22
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"The overview shows the hours recorded split by the different billable "
|
|
|
|
|
"options, profitability, time by people according to the billable hours "
|
|
|
|
|
"recorded, and even a timesheet table."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:30
|
|
|
|
|
msgid "If you do not have the Timesheets application installed"
|
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:34
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Activate the :doc:`Developer mode <../../general/developer_mode/activate>`. "
|
|
|
|
|
"Then go to *Manager Users* and enable *Analytic Accounting*. Now, go to "
|
|
|
|
|
":menuselection:`Project --> Configuration --> Projects` and specify an "
|
|
|
|
|
"*Analytic Account* under the needed project."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:36
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"A *Profitability* menu to the costs and revenues of this analytic account is"
|
|
|
|
|
" directly available in the Kanban view."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:44
|
|
|
|
|
msgid "Reporting"
|
|
|
|
|
msgstr "Informes"
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:46
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Under *Reporting*, obtain a report on the *Project Costs and Revenues*. "
|
|
|
|
|
"Choose among graph options or do your analysis through a pivot view."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:54
|
|
|
|
|
msgid ":doc:`../../accounting/others/analytic/usage`"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:55
|
|
|
|
|
msgid ":doc:`../../accounting/others/analytic/timesheets`"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/profitability.rst:56
|
|
|
|
|
msgid ":doc:`../../accounting/others/analytic/purchases_expenses`"
|
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:3
|
|
|
|
|
msgid "Create Projects and Tasks from Sales Orders"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:5
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"When you sell your services, you can choose to automatically have a "
|
|
|
|
|
"project/task created, helping you to not lose track of the work that needs "
|
|
|
|
|
"to get done, streamlining the processes between teams. In addition to that, "
|
|
|
|
|
"you are able to invoice or reinvoice clients according to the exact time "
|
|
|
|
|
"spent on that service."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:11
|
|
|
|
|
msgid "Product set up"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:15
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Under :menuselection:`Sales --> Products --> Products` create a new product "
|
|
|
|
|
"or set up an existing one. Under *General Information* set the *Product "
|
|
|
|
|
"Type* as *Service*. Under the *Sales* tab select the *Service Invoicing "
|
|
|
|
|
"Policy* and *Service Tracking*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:16
|
|
|
|
|
msgid "If you choose to:"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:19
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"- *Create a task in an existing project*: a task is added in the first "
|
|
|
|
|
"column of the selected project."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:21
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"- *Create a task in sales order’s project*: a new project for each sales "
|
|
|
|
|
"order of that service is created based on the template you have chosen."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:23
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"- *Create a new project but no task*: only creates a new project, for each "
|
|
|
|
|
"time that service is sold, based on the skeleton of the project template "
|
|
|
|
|
"chosen."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:30
|
|
|
|
|
msgid "Confirm a quotation and have a project/task created"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:32
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Now, once a *Quotation* is confirmed and transformed into a *Sales Order*, a"
|
|
|
|
|
" project or task is automatically created."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:40
|
|
|
|
|
msgid "Access the task generated from Project"
|
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:42
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"On the *Project* application, your new project and/or task (depending on the"
|
|
|
|
|
" previous *Service Tracking* options chosen), is shown:"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:51
|
|
|
|
|
msgid "Record the time spent and create an invoice"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:53
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"From *Project*, access your task and document the time spent under the "
|
|
|
|
|
"*Timesheets* tab."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:59
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Once the task is complete, click on *Sales Order* and *Create Invoice*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:66
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"To only invoice approved timesheets, go to :menuselection:`Timesheets --> "
|
|
|
|
|
"Configuration --> Settings`, and enable *Approved timesheets only*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/advanced/so_to_task.rst:70
|
|
|
|
|
msgid ":doc:`../../sales/invoicing/subscriptions`"
|
|
|
|
|
msgstr ":doc:`../../sales/invoicing/subscriptions`"
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning.rst:3
|
|
|
|
|
msgid "Planning"
|
|
|
|
|
msgstr "Planificación"
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:3
|
|
|
|
|
msgid "Forecast Resources Across Projects"
|
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:5
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Allocate the needed time for specific tasks under a planned shift. Once that"
|
|
|
|
|
" is done, analyse Key Performance Indicators (KPIs), so you can evaluate "
|
|
|
|
|
"your employees’ performance and workload, besides the progress of your "
|
|
|
|
|
"projects/tasks when comparing the planned and effective hours."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:10
|
|
|
|
|
msgid "Allocate times under shifts"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-03 22:13:26 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:12
|
2016-03-03 22:13:26 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"When planning a shift, in the *Planning* application, create a project and a"
|
|
|
|
|
" task on the fly, or simply select the one you want."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:20
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"*Allocated Time (%)* allows you to define the percentage of time you would "
|
|
|
|
|
"like your employee to work on that specific task during his shift. See that "
|
|
|
|
|
"information in hours on *Allocated hours*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:22
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"The calculation shows you how many hours out of the total shift time (*End "
|
|
|
|
|
"date* - *Start date*) are spent by the employee on that task."
|
2016-11-22 19:27:32 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:24
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"On :menuselection:`Project --> Planning --> By Project`, immediately see the"
|
|
|
|
|
" total number of employees allocated per project."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:31
|
|
|
|
|
msgid "Compare forecast hours with the effective ones"
|
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:33
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Now, once the employee has timesheeted his hours in the task, go to "
|
|
|
|
|
"*Project* and with the *View list*, under *All Tasks*, conveniently see the "
|
|
|
|
|
"*Planned Hours* compared to the *Remaining Hours*, and a calculation of the "
|
|
|
|
|
"*Progress*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/planning/forecast.rst:42
|
|
|
|
|
msgid "Reminder: the option *Timesheets* has to be enabled on your project."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice.rst:3
|
|
|
|
|
msgid "Record Time and Invoice"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:3
|
|
|
|
|
msgid "Invoice Time Spent on Tasks"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:5
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"When it is time to bill your client for their finished project/task, you can"
|
|
|
|
|
" choose to shorten processes and save time by pulling the billable time you "
|
|
|
|
|
"have tracked into sales orders, and invoices, directly from the "
|
|
|
|
|
"project/task."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:10
|
|
|
|
|
msgid "Enable the Timesheet feature"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:12
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Go to :menuselection:`Project --> Configuration --> Settings` and enable "
|
|
|
|
|
"*Timesheets*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:15
|
|
|
|
|
msgid "Create a sales order and invoice from a task"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:18
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Under :menuselection:`Project --> Configuration --> Project`, choose the "
|
|
|
|
|
"corresponding one and enable *Timesheet*, *Timesheet Timer* and *Bill from "
|
|
|
|
|
"Tasks*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:20
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Once the time spent on a task under that project has been recorded, click on"
|
|
|
|
|
" *Create Sales Order* and continue to create your invoice."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:26
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"This way, you can invoice different customers, for different services, at "
|
|
|
|
|
"different rates, without the need to create numerous projects."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:30
|
|
|
|
|
msgid "Create a sales order and invoice from a project"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:33
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Under :menuselection:`Project --> Configuration --> Project`, choose the "
|
|
|
|
|
"corresponding one and enable *Timesheet* plus *Timesheet Timer*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:35
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Now, go to :menuselection:`Project --> Configuration --> Projects`, choose "
|
|
|
|
|
"the project, *Create Sales Order*, and continue to create your invoice."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:38
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"From here, choose if you want the billing to be based on the project rate: "
|
|
|
|
|
"all timesheets are billed by the same rate, or by the employee rate: "
|
|
|
|
|
"timesheets are billed by the individual rate of the employee."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:45
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"The project rate allows you to invoice a whole project, for a specific "
|
|
|
|
|
"service, at a specific rate, at once. Example: the implementation of a "
|
|
|
|
|
"system."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:47
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"The employee rate billing lets you invoice a project broken down into "
|
|
|
|
|
"different services, and different rates. Example: different rates for junior"
|
|
|
|
|
" and senior consultants."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:50
|
|
|
|
|
msgid "Invoice only approved timesheets"
|
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:52
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Go to :menuselection:`Timesheets --> Configuration --> Settings --> "
|
|
|
|
|
"Invoicing Policy`, and choose *Approved timesheets only*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:59
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"This ensures that the manager is aware of the hours being logged by each "
|
|
|
|
|
"employee before the customer gets invoiced."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:63
|
|
|
|
|
msgid ":doc:`../advanced/so_to_task`"
|
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/invoice_time.rst:64
|
|
|
|
|
msgid ":doc:`./time_record`"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:3
|
|
|
|
|
msgid "Record Time Spent on Tasks"
|
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:5
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Get to know how much time you are spending on tasks in order to make your "
|
|
|
|
|
"employees’ life easier, and records error-free. Launch the timer in your "
|
|
|
|
|
"browser, stop it on your phone and have all entries synced. Generate "
|
|
|
|
|
"invoices based on the timesheet entries and be sure to invoice your "
|
|
|
|
|
"customers the exact right amount."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:11
|
|
|
|
|
msgid "Manually timesheet on task"
|
|
|
|
|
msgstr ""
|
2018-07-27 16:13:14 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:14
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Go to :menuselection:`Project --> Configuration --> Settings` and enable "
|
|
|
|
|
"*Timesheets*. Then, enable the *Timesheets* option on the project."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:15
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Now, once you are in your task, under the *Timesheet* tab, *Add a line* and "
|
|
|
|
|
"specify the *Duration*."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:22
|
|
|
|
|
msgid "Time tasks"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:25
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Under :menuselection:`Project --> Configuration --> Projects`, enable "
|
|
|
|
|
"*Timesheet timer* on the projects on which you need the functionality."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/record_and_invoice/time_record.rst:27
|
2018-07-27 16:13:14 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Now, you can time your task clicking on *Start*. *Pause* at any moment, and "
|
|
|
|
|
"*Stop* to confirm the recorded time and add a description."
|
2018-07-27 16:13:14 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks.rst:3
|
|
|
|
|
msgid "Tasks"
|
|
|
|
|
msgstr "Tareas"
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:3
|
|
|
|
|
msgid "Create Project's Tasks from an Email Alias"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:5
|
2015-12-04 21:26:35 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"When you already have an email address that customers know from the top of "
|
|
|
|
|
"their heads, changing it is the last thing you want to do. Instead, link "
|
|
|
|
|
"that address to your project and transform those conversations into "
|
|
|
|
|
"structured work. It automatically creates a task in the first stage of a "
|
|
|
|
|
"project."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:11
|
|
|
|
|
msgid "Set up an incoming email server"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:14
|
2018-07-27 16:13:14 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"On the *Settings* application, enable *External Email Servers* and define "
|
|
|
|
|
"the incoming email alias you would like to use."
|
2018-07-27 16:13:14 +07:00
|
|
|
|
msgstr ""
|
2015-12-04 21:26:35 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:15
|
|
|
|
|
msgid "**For more information**: :doc:`../../discuss/advanced/email_servers`"
|
|
|
|
|
msgstr ""
|
2016-03-07 16:31:40 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:18
|
|
|
|
|
msgid "Configure the email alias in your project"
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-07 16:31:40 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:22
|
2016-03-07 16:31:40 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"Now that you have the incoming email server set up, go to "
|
|
|
|
|
":menuselection:`Project --> Configuration --> Projects --> Edit`. Under the "
|
|
|
|
|
"*Emails* tab, define the wanted email alias and choose the policy to receive"
|
|
|
|
|
" a message."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-07 16:31:40 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:23
|
|
|
|
|
msgid "In addition, you can now directly set it when creating a new project."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-07 16:31:40 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:30
|
2016-03-07 16:31:40 +07:00
|
|
|
|
msgid ""
|
2020-09-27 06:31:33 +07:00
|
|
|
|
"All the recipients of the email (To/Cc/Bcc) are automatically added as "
|
|
|
|
|
"followers of the task."
|
2017-03-24 16:44:24 +07:00
|
|
|
|
msgstr ""
|
2016-03-07 16:31:40 +07:00
|
|
|
|
|
2020-09-27 06:31:33 +07:00
|
|
|
|
#: ../../project/tasks/email_alias.rst:32
|
|
|
|
|
msgid "The email can be seen under the name of your project on the dashboard."
|
|
|
|
|
msgstr ""
|