[IMP] project: documentation overhaul 2 (#583)

project/advanced.rst

@@ -6,4 +6,5 @@ Advanced
    :titlesonly:
 
    advanced/so_to_task
-   advanced/feedback
+   advanced/feedback
+   advanced/profitability

project/advanced/feedback.rst

@@ -1,108 +1,63 @@
-======================================
-How to gather feedback from customers?
-======================================
+==============================
+Gather Feedback from Customers
+==============================
 
-Overview
-========
+Finding out what your clients think about the experience they have with your company, can inspire
+you to have insights on how to improve your product/service, adjusting your business to fit
+their needs. It shows that you value their opinions and provides a reliable source of information
+to other consumers.
 
-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.
+Set up
+======
 
-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).
+Go to :menuselection:`Project --> Configuration --> Settings` and enable *Use Rating on Project*.
 
-How to gather feedbacks from customers
-======================================
+.. image:: media/rating_project.png
+   :align: center
+   :alt: Enable the feature on settings in Odoo Project
 
-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.
+| *Set Email Template to Stages* in order to define the template to be sent at a specific stage(s).
+| Choose an existing template or create one on the fly.
 
-.. image:: media/feedback01.png
-    :align: center
+.. image:: media/rating_template.png
+   :align: center
+   :alt: Click on set email template and choose one in Odoo Project
 
-Moreover, in the same menu, you have to install the **Project Rating**
-module.
+Choosing the projects I want feedback from
+==========================================
 
-.. image:: media/feedback02.png
-    :align: center
+| Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and configure the wanted
+  projects to have the email template previously set sent, by the change of a stage or periodically.
+| Enable *Rating visible publicly* if you would like to publish the ratings in order to communicate
+  them to a customer, prospect or the rest of your team.
 
-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.
+.. image:: media/customer_rating.png
+   :align: center
+   :height: 370
+   :alt: View of a project's form to choose the customer rating in Odoo Project
 
-.. image:: media/feedback03.png
-    :align: center
+.. tip::
+   See the customer rating email sent under the *Log notes* of your task.
 
-How to get a Customer feedback?
-===============================
+   .. image:: media/rating_chatter.png
+      :align: center
+      :alt: View of the chatter and the rating email sent to the customer in Odoo Project
 
-A e-mail can be sent to the customers at each stage of the ongoing
-projects.
+Get reports
+===========
 
-First, you need to choose for which projects you want to get a feedback.
+Under :menuselection:`Project --> Reporting --> Customer Ratings` see ratings by task.
 
-Project configuration
----------------------
+.. image:: media/rating_report.png
+   :align: center
+   :alt: View fo the customer rating report in Odoo Project
 
-Go to the **Project** application, in the project settings select the
-**Customer satisfaction** option.
+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.
 
-.. image:: media/feedback04.png
-    :align: center
+.. image:: media/percentage_happy.png
+   :align: center
+   :height: 300
+   :alt: Project overview shows the percentage of happy ratings in Odoo Project
 
-Email Template
---------------
 
-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.
-
-.. image:: media/feedback05.png
-    :align: center
-
-Here is an email example that a customer can receive :
-
-.. image:: media/feedback06.png
-    :align: center
-
-.. note::
-    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.
-
-Reporting
----------
-
-You have a brief summary on the satisfaction in the upper right corner
-of the project.
-
-.. image:: media/feedback07.png
-    :align: center
-
-How to display the ratings on your website?
-===========================================
-
-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.
-
-.. image:: media/feedback08.png
-    :align: center
-
-Moreover, in the same menu, you have to install the **Website Rating
-Project Issue** module.
-
-.. image:: media/feedback09.png
-    :align: center
-
-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.
-
-.. image:: media/feedback10.png
-    :align: center

project/advanced/profitability.rst

@@ -0,0 +1,56 @@
+=============================
+Track Projects’ Profitability
+=============================
+
+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.
+
+Track costs and revenue
+=======================
+
+If you have the Timesheets application installed
+------------------------------------------------
+
+Go to :menuselection:`Project --> Configuration --> Projects`, choose the respective project,
+*Edit* and enable *Timesheets*. A menu *Overview* becomes available in the Kanban view.
+
+.. image:: media/timesheet_instaled.png
+   :align: center
+   :alt: View of the dashboard and overview menu available in Odoo Project
+
+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.
+
+.. image:: media/hours_profitability.png
+   :align: center
+   :alt: Click on overview and have a detailed view of the hours recorded in Odoo Project
+
+If you do not have the Timesheets application installed
+-------------------------------------------------------
+
+| 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.
+| A *Profitability* menu to the costs and revenues of this analytic account is directly available
+  in the Kanban view.
+
+.. image:: media/not_timesheet_installed.png
+   :align: center
+   :height: 270
+   :alt: Profitability menu being shown on the dashboard view in Odoo Project
+
+Reporting
+=========
+
+Under *Reporting*, obtain a report on the *Project Costs and Revenues*. Choose among graph options
+or do your analysis through a pivot view.
+
+.. image:: media/reporting.png
+   :align: center
+   :alt: Overview of the reporting page showing costs and revenues in Odoo Project
+
+.. seealso::
+   - :doc:`../../accounting/others/analytic/usage`
+   - :doc:`../../accounting/others/analytic/timesheets`
+   - :doc:`../../accounting/others/analytic/purchases_expenses`

project/planning.rst

@@ -5,5 +5,4 @@ Planning your project
 .. toctree::
    :titlesonly:
 
-   planning/assignments
    planning/forecast

project/planning/assignments.rst

@@ -1,138 +0,0 @@
-=============================================
-How to plan and track employees' assignments?
-=============================================
-
-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.
-
-Configuration
-=============
-
-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.
-
-.. image:: media/assignments01.png
-    :align: center
-
-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.
-
-.. image:: media/assignments02.png
-    :align: center
-
-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.
-
-.. image:: media/assignments03.png
-    :align: center
-
-Manage tasks with views 
-=======================
-
-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.
-
-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.
-
-Get an overview of activities with the kanban view
---------------------------------------------------
-
-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.
-
-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
-
-.. image:: media/assignments04.png
-    :align: center
-
-Add/rearrange stages
-~~~~~~~~~~~~~~~~~~~~
-
-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.
-
-.. image:: media/assignments10.png
-    :align: center
-
-.. tip::
-    Create one column per stage in your working process. For example, 
-    in a development project, stages might be: Specifications, 
-    Development, Test, Done.
-
-Sort tasks by priority
-~~~~~~~~~~~~~~~~~~~~~~
-
-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.
-
-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.
-
-.. image:: media/assignments06.png
-    :align: center
-
-.. tip::
-    Don't forget you can filter your tasks with the filter menu.
-
-Track the progress of each task with the list view
---------------------------------------------------
-
-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.
-
-.. image:: media/assignments07.png
-    :align: center
-
-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.
-
-.. image:: media/assignments08.png
-    :align: center
-
-Keep an eye on deadlines with the Calendar view
------------------------------------------------
-
-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.
-
-.. image:: media/assignments09.png
-    :align: center
-
-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.
-
-.. tip::
-    You can easily change the deadline from the Calendar view by 
-    dragging and dropping the task to another case.
-
-.. seealso::
-    * :doc:`../configuration/setup`
-    * :doc:`forecast`

project/planning/forecast.rst

@@ -1,202 +1,47 @@
-======================
-How to forecast tasks?
-======================
+==================================
+Forecast Resources Across Projects
+==================================
 
-Introduction to forecast 
-========================
+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.
 
-Scheduling and forecasting tasks is another way to manage projects. In
-Odoo, the Forecast option gives you access to the Gantt chart.
+Allocate times under shifts
+===========================
 
-So far, you've been working with the Kanban view, which shows you the
-progress of a project and its related tasks.
+When planning a shift, in the *Planning* application, create a project and a task on the fly,
+or simply select the one you want.
 
-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.
+.. image:: media/allocate_time.png
+   :align: center
+   :alt: Planning form to choose the project, task and allocated hours in Odoo Planning
 
-This option is a real benefit in terms of planning and organizing the
-workload and human resources.
+| *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*.
+| 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.
+| On :menuselection:`Project --> Planning --> By Project`, immediately see the total number of
+  employees allocated per project.
 
-How to configure the projects? 
-==============================
+.. image:: media/planning_project.png
+   :align: center
+   :alt: Planning by project view in Odoo Project
 
-Configure the project application
----------------------------------
+Compare forecast hours with the effective ones
+==============================================
 
-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!
+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*.
 
-First you need to activate the **Forecast** option for the whole project
-application:
+.. image:: media/compare_forecast.png
+   :align: center
+   :alt: View of all tasks and their planned and remaining hours in Odoo Project
 
-Go to :menuselection:`Project --> Configuration --> Settings`.
-Select the Forecast option and click **Apply**.
+.. important::
+   Reminder: the option *Timesheets* has to be enabled on your project.
 
-.. image:: media/forecast01.png
-    :align: center
-
-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).
-
-Configure a specific project. 
------------------------------
-
-When creating a new project, make sure to select the option "Allow
-Forecast" in your project settings.
-
-You'll see the **Forecast** option appearing in the top menu.
-
-.. image:: media/forecast02.png
-    :align: center
-
-If you add the Forecasting option to an existing project, whether there
-are task deadlines or not scheduled, the task won't be displayed.
-
-The tasks of a project are not related to a forecast.
-
-How to create a forecast?
--------------------------
-
-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.
-
-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**.
-
-.. image:: media/forecast03.png
-    :align: center
-
-.. tip::
-    You can also create a new Forecast easily by directly clicking on an empty 
-    space in the Gantt chart calendar.
-
-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.
-
-.. image:: media/forecast04.png
-    :align: center
-
-.. tip::
-    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.
-
-    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.
-
-What are the difference between the views?
-==========================================
-
-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.
-
-By users : people management
-----------------------------
-
-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.
-
-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.
-
-Each task is represented by a coloured rectangle. This rectangle
-reflects the duration of the task in the calendar.
-
-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.
-
-.. image:: media/forecast05.png
-    :align: center
-
-Plan the workload
-~~~~~~~~~~~~~~~~~
-
-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.
-
-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.
-
-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.
-
-.. image:: media/forecast06.png
-    :align: center
-
-Gantt view advantages
-~~~~~~~~~~~~~~~~~~~~~
-
-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.
-
-The dynamic view of the Gantt in Odoo allows you to:
-
--   change the time and date of a forecast by clicking and sliding the
-    tasks in the future or in the past
-
--   create a new forecast into the Gantt chart immediately
-
--   modify an existing forecast
-
--   change the length of a task by extending or shortening the rectangle.
-
-By projects: project management
--------------------------------
-
-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.
-
-This option displays the Gantt chart by showing the projects on the
-first level of hierarchy.
-
-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.
-
-This view won't show your HR time. The colours don't apply. (see **By
-Users** section)
-
-.. image:: media/forecast07.png
-    :align: center
-
-Gantt view advantages
-~~~~~~~~~~~~~~~~~~~~~
-
-The dynamic view of the Gantt in Odoo allows you to:
-
--   change the time and date of a forecast by clicking and sliding the
-    tasks in the future or in the past
-
--   create a new forecast into the Gantt chart immediately
-
--   modify an existing forecast
-
--   change the length of a task by extending or shortening the rectangle.
+   .. image:: media/enable_timesheets.png
+      :align: center
+      :height: 400
+      :alt: Under the settings of a project enable timesheets in Odoo Project