diff --git a/content/applications/services/project.rst b/content/applications/services/project.rst index 36b514811..f6b7a7a3f 100644 --- a/content/applications/services/project.rst +++ b/content/applications/services/project.rst @@ -17,3 +17,4 @@ coworkers, and keep track of each project's profitability. :titlesonly: project/tasks + project/project_management diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst new file mode 100644 index 000000000..0ebc1bc8d --- /dev/null +++ b/content/applications/services/project/project_management.rst @@ -0,0 +1,76 @@ +================== +Project management +================== + +Odoo Project uses the **Kanban** project management system. This means all projects are broken down +into tasks, which are categorized on a whiteboard according to what production phase they are in. + +.. admonition:: Did you know? + + The word **Kanban** comes from Japanese and refers to the "visual board" management method. + +.. seealso:: + `Odoo Tutorials: Kanban Project Management + `_ + +Configuration +============= + +Open the **Project** app and click :guilabel:`Create` to start a new project. Enter a +:guilabel:`Name` for your project and click :guilabel:`Create Project`. + +You can customize your existing **projects** from the dashboard by clicking the drop-down toggle +button (:guilabel:`⋮`) on your project's **card**. + +.. image:: project_management/project-settings.png + :align: center + :alt: Project card + +This enables a new menu divided into four parts: + +- :guilabel:`View`: see an overview of your project's components, such as its :guilabel:`Tasks`, + :guilabel:`Milestones` and :guilabel:`Project Updates`. Depending on which apps you have + activated, more options may be available, such as :guilabel:`Documents`. All uploaded files can be + found under this menu, as well as in the **Documents** app, under :guilabel:`Projects`; +- :guilabel:`Reporting`: analyze your project's progress and profitability through graphics and + statistics; +- **Color**: make a line of color appear on the left side of the card so that your project is more + recognizable; +- :guilabel:`Settings`: you can change the following: + + - the :guilabel:`Name` of the project; + - the :guilabel:`Name of the tasks` found under that project; + - the :guilabel:`Customer` for whom the project is intended; + - the :guilabel:`Tags` used for filtering; + - the :guilabel:`Company` responsible for the project; + - the employee designated as :guilabel:`Project Manager`; + - the :guilabel:`Planned Date` of the project; + - the total :guilabel:`Allocated Hours` for that project. + +Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to find it using the +:guilabel:`My Favorites` filter on the Kanban view; + +.. image:: project_management/project-settings-opened.png + :align: center + :alt: Project settings + +.. seealso:: + `Odoo Tutorials: Customize your project + `_ + +Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available +depending on the activated apps. + +Scheduling activities +===================== + +You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, etc.) per project by +clicking on the **clock** icon on a project. Doing so opens a list with already scheduled activities +and allows planning **new** activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up +window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` for that activity, a +:guilabel:`Due Date`, and assign it to an employee. According to the :guilabel:`Activity Type`, you +may have **additional options** available. + +.. note:: + If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**, + or other. diff --git a/content/applications/services/project/project_management/project-settings-opened.png b/content/applications/services/project/project_management/project-settings-opened.png new file mode 100644 index 000000000..d12274e34 Binary files /dev/null and b/content/applications/services/project/project_management/project-settings-opened.png differ diff --git a/content/applications/services/project/project_management/project-settings.png b/content/applications/services/project/project_management/project-settings.png new file mode 100644 index 000000000..24cb2521f Binary files /dev/null and b/content/applications/services/project/project_management/project-settings.png differ