[ADD] project/dashboard: project dashboard
task-id 4384333
closes odoo/documentation#11743
X-original-commit: 37d9b31da5
Signed-off-by: Zuzanna Luczynska (zulu) <zulu@odoo.com>
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Zuzanna Luczynska
Audrey (auva)
parent
3bb0b21494
commit
b22893c1bd
@ -17,4 +17,5 @@ coworkers, and keep track of each project's profitability.
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:titlesonly:
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project/project_management
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project/project_dashboard
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project/tasks
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113
content/applications/services/project/project_dashboard.rst
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113
content/applications/services/project/project_dashboard.rst
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=================
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Project dashboard
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=================
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The project dashboard allows you to get a comprehensive overview of your project's status. It
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displays information such as the total number of tasks, timesheets, and planned hours linked to the
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project, as well as detailed information about project milestones and its costs and revenues. Within
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the project dashboard, you can create :guilabel:`Project updates`, which allow you to take a
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snapshot of the project's status at a certain point in time. As such, it is a crucial tool for
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effective project management and ensuring that your project stays on track.
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Using the project dashboard
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===========================
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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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select :guilabel:`Dashboard`.
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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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<project/project-dashboard/smart-buttons>`, as well as :ref:`milestones <project/project-dashboard/milestones>`,
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:ref:`profitability <project/project-dashboard/profitability>`, and :ref:`budgets
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<project/project-dashboard/budgets>`.
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.. note::
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The information displayed on the project dashboard varies depending on the applications installed
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on your database. For example, you will not see information about **Timesheets**, **Planning**,
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or **Purchase Orders** if the corresponding applications are not installed.
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.. _project/project-dashboard/smart-buttons:
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Totals smart buttons
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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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- :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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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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configuration) linked to the project. This includes all :doc:`timesheets <../timesheets>`,
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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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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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- :guilabel:`Documents`: number of :doc:`documents <../../productivity/documents>` in the
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project’s workspace.
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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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- :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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- **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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.. tip::
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Use the project dashboard smart buttons to update the project records easily. Click
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:guilabel:`Timesheets` to validate timesheets, :guilabel:`Planned` to create project planning,
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:guilabel:`Documents` to view and validate documents, etc.
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.. _project/project-dashboard/milestones:
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Milestones
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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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have been created for this project. Click :guilabel:`Add Milestone` to create a new milestone.
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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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click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it.
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.. _project/project-dashboard/profitability:
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Profitability
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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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revenues.
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.. _project/project-dashboard/budgets:
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Budgets
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-------
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If a budget has been set for the project, its status and related details are displayed in this
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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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:doc:`Analytic accounting </applications/finance/accounting/reporting/analytic_accounting>` must
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be enabled in your database’s **Accounting** application in order for this section to be
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displayed.
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.. _project/project-dashboard/updates:
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Project updates
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===============
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Project updates allow you to take a snapshot of the project’s overall status at a given point in
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time, for example, during a periodic (weekly, bi-weekly, or monthly) review. This allows you to
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compare specific data points, note any aspects of the project that need improvement, and estimate
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if the project is on or off track.
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To create a new project update, go to the project dashboard, click :guilabel:`New`, and fill in the
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following fields:
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- :guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At Risk`, :guilabel:`Off
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Track`, :guilabel:`On Hold`, and :guilabel:`Done`. Once the status is set, a color-coded dot is
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displayed on the project’s Kanban card, allowing the project manager to easily identify which
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projects need attention.
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- :guilabel:`Progress`: Manually input the completion percentage based on the project's progress.
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- :guilabel:`Date` and :guilabel:`Author`: These fields are automatically filled in with
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appropriate information based on the user who created the update and the current date.
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- :guilabel:`Description`: Use this rich-text field to gather notes. Depending on the project
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configuration (e.g., if the project is billable), this field may be pre-filled with current
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information on aspects such as profitability, budget, milestones, etc.
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@ -47,6 +47,8 @@ there, click one of the following:
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- :guilabel:`Delete`: to delete this stage.
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- :guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks in this stage.
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.. _project/tasks/task_stages_statuses/statuses:
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Task statuses
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=============
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