[IMP] project: project dashboard minor corrections
closes odoo/documentation#12009 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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@ -14,7 +14,8 @@ Using the project dashboard
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To access the project dashboard, open the **Project** app and hover over the desired project’s
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To access the project dashboard, open the **Project** app and hover over the desired project’s
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card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and
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card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and
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select :guilabel:`Dashboard`.
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select :guilabel:`Dashboard`. Alternatively, you can access the project dashboard from the project’s
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:ref:`top bar <project/project-management/top-bar>`.
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The left side of the dashboard displays a list of existing :ref:`project updates <project/project-dashboard/updates>`,
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The left side of the dashboard displays a list of existing :ref:`project updates <project/project-dashboard/updates>`,
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and the right side provides :ref:`detailed information about records linked to the project
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and the right side provides :ref:`detailed information about records linked to the project
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@ -32,14 +33,14 @@ and the right side provides :ref:`detailed information about records linked to t
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Totals smart buttons
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Totals smart buttons
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--------------------
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--------------------
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The following smart buttons are displayed on the top left of the project dashboard:
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The following smart buttons are displayed on the top right of the project dashboard:
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- :guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or :guilabel:`Canceled`
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- :guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or :guilabel:`Canceled`
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:ref:`tasks <project/tasks/task_stages_statuses/statuses>`) and all tasks, in format
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:ref:`tasks <project/tasks/task_stages_statuses/statuses>`) and all tasks, in format
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completed/all, as well as the entire project's completion percentage estimation.
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completed/all, as well as the entire project's completion percentage estimation.
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- :guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app
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- :guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app
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configuration) linked to the project. This includes all :doc:`timesheets <../timesheets>`,
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configuration) allocated in the project’s **settings**. This includes all
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whether or not they have been validated.
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:doc:`timesheets <../timesheets>`, whether or not they have been validated.
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- :guilabel:`Planned`: the number of hours that have been planned for shifts in the **Planning**
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- :guilabel:`Planned`: the number of hours that have been planned for shifts in the **Planning**
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app. This includes all :doc:`planned shifts <../planning>`, including past shifts and shifts that
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app. This includes all :doc:`planned shifts <../planning>`, including past shifts and shifts that
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have not yet been published.
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have not yet been published.
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@ -48,7 +49,8 @@ The following smart buttons are displayed on the top left of the project dashboa
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- :guilabel:`Burndown Chart`: click the smart button to access a :doc:`report </applications/essentials/reporting>`
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- :guilabel:`Burndown Chart`: click the smart button to access a :doc:`report </applications/essentials/reporting>`
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on the status of the project’s tasks over time.
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on the status of the project’s tasks over time.
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- :guilabel:`Timesheets and Planning`: click the smart button to access a :doc:`report </applications/essentials/reporting>`
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- :guilabel:`Timesheets and Planning`: click the smart button to access a :doc:`report </applications/essentials/reporting>`
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on the project’s timesheets and shifts.
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on the project’s timesheets and shifts. This allows you to easily compare planned and effective
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hours of work on the project.
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- **Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales Order Items`,
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- **Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales Order Items`,
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:guilabel:`Purchase Orders`, and more, represent the number of records linked to the project.
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:guilabel:`Purchase Orders`, and more, represent the number of records linked to the project.
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@ -63,17 +65,24 @@ Milestones
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----------
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----------
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This section is only visible if :doc:`milestones </applications/sales/sales/invoicing/milestone>`
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This section is only visible if :doc:`milestones </applications/sales/sales/invoicing/milestone>`
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have been created for this project. Click :guilabel:`Add Milestone` to create a new milestone.
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have been enabled in the Project’s app settings. Click :guilabel:`Add Milestone` to create a new
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Click a milestone in the checklist to edit it, enable its checkbox to mark it as completed, or
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milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as
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click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it.
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completed, or click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it.
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The milestones are displayed in red if they’re past their deadline, or in green if they are ready to
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be marked as reached (i.e. tasks linked to the milestone that have been marked with :guilabel:`done`
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or :guilabel:`canceled` :ref:`status <project/tasks/task_stages_statuses/statuses>`).
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.. _project/project-dashboard/profitability:
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.. _project/project-dashboard/profitability:
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Profitability
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Profitability
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-------------
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-------------
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This section only applies to billable projects and provides a breakdown of project costs and
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This section provides a breakdown of project costs and revenues, which are impacted by all records
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revenues.
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linked to the project and its :doc:`Analytic account </applications/finance/accounting/reporting/analytic_accounting>`.
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.. note::
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The profitability report is only displayed for billable projects.
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.. _project/project-dashboard/budgets:
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.. _project/project-dashboard/budgets:
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@ -84,9 +93,8 @@ If a budget has been set for the project, its status and related details are dis
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section. Click :guilabel:`Add Budget` to create a new budget for the project.
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section. Click :guilabel:`Add Budget` to create a new budget for the project.
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.. note::
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.. note::
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:doc:`Analytic accounting </applications/finance/accounting/reporting/analytic_accounting>` must
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:doc:`Budgets </applications/finance/accounting/reporting/budget>` must be enabled in your
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be enabled in your database’s **Accounting** application in order for this section to be
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database’s **Accounting** application in order for this section to be displayed.
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displayed.
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.. _project/project-dashboard/updates:
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.. _project/project-dashboard/updates:
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@ -77,6 +77,8 @@ may have **additional options** available.
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If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**,
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If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**,
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or other.
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or other.
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.. _project/project-management/top-bar:
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Top bar
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Top bar
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=======
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=======
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