[ADD] project: How to set up & configure a project?
https://docs.google.com/document/d/18dkzpyOf5PYBqNxUZUMHUA8_17c39QvP1s0nH0DPnkM/edit#
BIN
project/configuration/media/setup01.png
Normal file
After Width: | Height: | Size: 4.0 KiB |
BIN
project/configuration/media/setup02.png
Normal file
After Width: | Height: | Size: 13 KiB |
BIN
project/configuration/media/setup03.png
Normal file
After Width: | Height: | Size: 2.6 KiB |
BIN
project/configuration/media/setup04.png
Normal file
After Width: | Height: | Size: 13 KiB |
BIN
project/configuration/media/setup05.png
Normal file
After Width: | Height: | Size: 3.7 KiB |
BIN
project/configuration/media/setup06.png
Normal file
After Width: | Height: | Size: 22 KiB |
BIN
project/configuration/media/setup07.png
Normal file
After Width: | Height: | Size: 26 KiB |
@ -1,3 +1,102 @@
|
||||
====================================
|
||||
How to set up & configure a project?
|
||||
====================================
|
||||
====================================
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
Odoo Project allows you to manage a project together with your whole
|
||||
team, and to communicate with any member for each project and task.
|
||||
|
||||
It works with projects containing tasks following customizable stages. A
|
||||
can be internal or customer-oriented. A task is something to perform as
|
||||
part of a project. You will be able to give different tasks to several
|
||||
employees working on this project.
|
||||
|
||||
Installing the Project module
|
||||
=============================
|
||||
|
||||
Open the **Apps** module, search for **Project Management**, and click on
|
||||
**Install**.
|
||||
|
||||
.. image:: media/setup01.png
|
||||
:align: center
|
||||
|
||||
Creating a new project
|
||||
======================
|
||||
|
||||
Open the **Project** application, and click on **Create**. From this window,
|
||||
you can specify the name of the project and set up the privacy of the
|
||||
project.
|
||||
|
||||
The privacy setting works as:
|
||||
|
||||
- **Customer Project**: visible in portal if the customer is a
|
||||
follower.
|
||||
|
||||
- **All Employees**: employees see all tasks or issues.
|
||||
|
||||
- **Private Project**: followers can see only the followed tasks or
|
||||
issues
|
||||
|
||||
You can also specify if the project is destined to a customer, or leave
|
||||
the **Customer** field empty if not.
|
||||
|
||||
.. image:: media/setup02.png
|
||||
:align: center
|
||||
|
||||
When you have entered all the required details, click on **Save**.
|
||||
|
||||
Manage your project's stages
|
||||
============================
|
||||
|
||||
Add your project's stages
|
||||
-------------------------
|
||||
|
||||
On your project's dashboard. Click on **# Tasks**.
|
||||
|
||||
.. image:: media/setup03.png
|
||||
:align: center
|
||||
|
||||
In the new window, add a new column and name it according to the first
|
||||
stage of your project, then add as many columns as there are stages in
|
||||
your project.
|
||||
|
||||
.. image:: media/setup04.png
|
||||
:align: center
|
||||
|
||||
For each stage, there are markers for the status of tasks within a
|
||||
stage, that you can personalize to fit your needs.
|
||||
|
||||
Drag your mouse pointer over a stage name, and click on the appearing
|
||||
bearing, and on the opening menu, click on **Edit**.
|
||||
|
||||
.. image:: media/setup05.png
|
||||
:align: center
|
||||
|
||||
A new window will open. The color dots and star icon correspond to
|
||||
customizable markers applied on tasks, making it easier to know what
|
||||
task requires attention. You can give them any signification you like.
|
||||
|
||||
.. image:: media/setup06.png
|
||||
:align: center
|
||||
|
||||
Click on **Save** when you are done.
|
||||
|
||||
Rearrange stages
|
||||
----------------
|
||||
|
||||
You can easily personalize this view to better 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**. 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/setup07.png
|
||||
:align: center
|
||||
|
||||
.. seealso::
|
||||
* :doc:`visualization`
|
||||
* :doc:`collaboration`
|
||||
* :doc:`time_record`
|