diff --git a/content/applications/services/project/project_dashboard.rst b/content/applications/services/project/project_dashboard.rst index b7024dc1e..22021316a 100644 --- a/content/applications/services/project/project_dashboard.rst +++ b/content/applications/services/project/project_dashboard.rst @@ -14,7 +14,8 @@ Using the project dashboard To access the project dashboard, open the **Project** app and hover over the desired project’s card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and -select :guilabel:`Dashboard`. +select :guilabel:`Dashboard`. Alternatively, you can access the project dashboard from the project’s +:ref:`top bar `. The left side of the dashboard displays a list of existing :ref:`project updates `, and the right side provides :ref:`detailed information about records linked to the project @@ -32,14 +33,14 @@ and the right side provides :ref:`detailed information about records linked to t Totals smart buttons -------------------- -The following smart buttons are displayed on the top left of the project dashboard: +The following smart buttons are displayed on the top right of the project dashboard: - :guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or :guilabel:`Canceled` :ref:`tasks `) and all tasks, in format completed/all, as well as the entire project's completion percentage estimation. - :guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app - configuration) linked to the project. This includes all :doc:`timesheets <../timesheets>`, - whether or not they have been validated. + configuration) allocated in the project’s **settings**. This includes all + :doc:`timesheets <../timesheets>`, whether or not they have been validated. - :guilabel:`Planned`: the number of hours that have been planned for shifts in the **Planning** app. This includes all :doc:`planned shifts <../planning>`, including past shifts and shifts that have not yet been published. @@ -48,7 +49,8 @@ The following smart buttons are displayed on the top left of the project dashboa - :guilabel:`Burndown Chart`: click the smart button to access a :doc:`report ` on the status of the project’s tasks over time. - :guilabel:`Timesheets and Planning`: click the smart button to access a :doc:`report ` - on the project’s timesheets and shifts. + on the project’s timesheets and shifts. This allows you to easily compare planned and effective + hours of work on the project. - **Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales Order Items`, :guilabel:`Purchase Orders`, and more, represent the number of records linked to the project. @@ -63,17 +65,24 @@ Milestones ---------- This section is only visible if :doc:`milestones ` -have been created for this project. Click :guilabel:`Add Milestone` to create a new milestone. -Click a milestone in the checklist to edit it, enable its checkbox to mark it as completed, or -click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it. +have been enabled in the Project’s app settings. Click :guilabel:`Add Milestone` to create a new +milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as +completed, or click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it. + +The milestones are displayed in red if they’re past their deadline, or in green if they are ready to +be marked as reached (i.e. tasks linked to the milestone that have been marked with :guilabel:`done` +or :guilabel:`canceled` :ref:`status `). .. _project/project-dashboard/profitability: Profitability ------------- -This section only applies to billable projects and provides a breakdown of project costs and -revenues. +This section provides a breakdown of project costs and revenues, which are impacted by all records +linked to the project and its :doc:`Analytic account `. + +.. note:: + The profitability report is only displayed for billable projects. .. _project/project-dashboard/budgets: @@ -84,9 +93,8 @@ If a budget has been set for the project, its status and related details are dis section. Click :guilabel:`Add Budget` to create a new budget for the project. .. note:: - :doc:`Analytic accounting ` must - be enabled in your database’s **Accounting** application in order for this section to be - displayed. + :doc:`Budgets ` must be enabled in your + database’s **Accounting** application in order for this section to be displayed. .. _project/project-dashboard/updates: diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index 4d834f3db..c04fe9941 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -77,6 +77,8 @@ may have **additional options** available. If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**, or other. +.. _project/project-management/top-bar: + Top bar =======