diff --git a/project/advanced.rst b/project/advanced.rst index c87eac5bf..e0e49a3d8 100644 --- a/project/advanced.rst +++ b/project/advanced.rst @@ -6,4 +6,5 @@ Advanced :titlesonly: advanced/so_to_task - advanced/feedback \ No newline at end of file + advanced/feedback + advanced/profitability \ No newline at end of file diff --git a/project/advanced/feedback.rst b/project/advanced/feedback.rst index 851e47983..59cf8b6b8 100644 --- a/project/advanced/feedback.rst +++ b/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 diff --git a/project/advanced/media/customer_rating.png b/project/advanced/media/customer_rating.png new file 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a/project/advanced/media/reporting.png b/project/advanced/media/reporting.png new file mode 100644 index 000000000..be7c92e0c Binary files /dev/null and b/project/advanced/media/reporting.png differ diff --git a/project/advanced/media/timesheet_instaled.png b/project/advanced/media/timesheet_instaled.png new file mode 100644 index 000000000..64184abae Binary files /dev/null and b/project/advanced/media/timesheet_instaled.png differ diff --git a/project/advanced/profitability.rst b/project/advanced/profitability.rst new file mode 100644 index 000000000..02d0a6f79 --- /dev/null +++ b/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` diff --git a/project/planning.rst b/project/planning.rst index d8d44547f..ba5309e6d 100644 --- a/project/planning.rst +++ b/project/planning.rst @@ -5,5 +5,4 @@ Planning your project .. toctree:: :titlesonly: - planning/assignments planning/forecast \ No newline at end of file diff --git a/project/planning/assignments.rst b/project/planning/assignments.rst deleted file mode 100644 index 07750ed71..000000000 --- a/project/planning/assignments.rst +++ /dev/null @@ -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` \ No newline at end of file diff --git a/project/planning/forecast.rst b/project/planning/forecast.rst index 0edea2b71..f265eda96 100644 --- a/project/planning/forecast.rst +++ b/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 diff --git a/project/planning/media/allocate_time.png b/project/planning/media/allocate_time.png new file mode 100644 index 000000000..1dfa55d87 Binary files /dev/null and b/project/planning/media/allocate_time.png differ diff --git a/project/planning/media/assignments01.png b/project/planning/media/assignments01.png deleted file mode 100644 index 9c6f97c89..000000000 Binary files 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