[IMP] project: documentation overhaul 2 (#583)
@ -6,4 +6,5 @@ Advanced
|
||||
:titlesonly:
|
||||
|
||||
advanced/so_to_task
|
||||
advanced/feedback
|
||||
advanced/feedback
|
||||
advanced/profitability
|
@ -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
|
||||
|
BIN
project/advanced/media/customer_rating.png
Normal file
After Width: | Height: | Size: 33 KiB |
Before Width: | Height: | Size: 3.5 KiB |
Before Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 5.0 KiB |
Before Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 4.6 KiB |
Before Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 12 KiB |
BIN
project/advanced/media/hours_profitability.png
Normal file
After Width: | Height: | Size: 19 KiB |
BIN
project/advanced/media/not_timesheet_installed.png
Normal file
After Width: | Height: | Size: 24 KiB |
BIN
project/advanced/media/percentage_happy.png
Normal file
After Width: | Height: | Size: 58 KiB |
BIN
project/advanced/media/rating_chatter.png
Normal file
After Width: | Height: | Size: 49 KiB |
BIN
project/advanced/media/rating_project.png
Normal file
After Width: | Height: | Size: 69 KiB |
BIN
project/advanced/media/rating_report.png
Normal file
After Width: | Height: | Size: 8.0 KiB |
BIN
project/advanced/media/rating_template.png
Normal file
After Width: | Height: | Size: 58 KiB |
BIN
project/advanced/media/reporting.png
Normal file
After Width: | Height: | Size: 21 KiB |
BIN
project/advanced/media/timesheet_instaled.png
Normal file
After Width: | Height: | Size: 47 KiB |
56
project/advanced/profitability.rst
Normal file
@ -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`
|
@ -5,5 +5,4 @@ Planning your project
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
planning/assignments
|
||||
planning/forecast
|
@ -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`
|
@ -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
|
||||
|
BIN
project/planning/media/allocate_time.png
Normal file
After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 6.6 KiB |
Before Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 6.9 KiB |
Before Width: | Height: | Size: 50 KiB |
Before Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 38 KiB |
Before Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 26 KiB |
BIN
project/planning/media/compare_forecast.png
Normal file
After Width: | Height: | Size: 48 KiB |
BIN
project/planning/media/enable_timesheets.png
Normal file
After Width: | Height: | Size: 35 KiB |
Before Width: | Height: | Size: 54 KiB |
Before Width: | Height: | Size: 61 KiB |
Before Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 9.8 KiB |
Before Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 13 KiB |
BIN
project/planning/media/planning_project.png
Normal file
After Width: | Height: | Size: 80 KiB |