103 lines
3.0 KiB
ReStructuredText
103 lines
3.0 KiB
ReStructuredText
====================================
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How to set up & configure a project?
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====================================
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Overview
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========
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Odoo Project allows you to manage a project together with your whole
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team, and to communicate with any member for each project and task.
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It works with projects containing tasks following customizable stages.
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A project can be internal or customer-oriented. A task is something to
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perform as part of a project. You will be able to give different tasks
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to several employees working on this project.
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Installing the Project module
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=============================
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Open the **Apps** module, search for **Project Management**, and click on
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**Install**.
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.. image:: media/setup01.png
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:align: center
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Creating a new project
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======================
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Open the **Project** application, and click on **Create**. From this window,
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you can specify the name of the project and set up the privacy of the
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project.
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The privacy setting works as:
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- **Customer Project**: visible in portal if the customer is a
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follower.
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- **All Employees**: employees see all tasks or issues.
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- **Private Project**: followers can see only the followed tasks or
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issues
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You can also specify if the project is destined to a customer, or leave
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the **Customer** field empty if not.
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.. image:: media/setup02.png
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:align: center
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When you have entered all the required details, click on **Save**.
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Manage your project's stages
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============================
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Add your project's stages
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-------------------------
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On your project's dashboard. Click on **# Tasks**.
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.. image:: media/setup03.png
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:align: center
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In the new window, add a new column and name it according to the first
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stage of your project, then add as many columns as there are stages in
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your project.
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.. image:: media/setup04.png
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:align: center
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For each stage, there are markers for the status of tasks within a
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stage, that you can personalize to fit your needs.
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Drag your mouse pointer over a stage name, and click on the appearing
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bearing, and on the opening menu, click on **Edit**.
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.. image:: media/setup05.png
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:align: center
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A new window will open. The color dots and star icon correspond to
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customizable markers applied on tasks, making it easier to know what
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task requires attention. You can give them any signification you like.
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.. image:: media/setup06.png
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:align: center
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Click on **Save** when you are done.
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Rearrange stages
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----------------
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You can easily personalize this view to better suit your business needs
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by creating new columns. From the Kanban view of your project, you can
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add stages by clicking on **Add new column**. If you want to rearrange
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the order of your stages, you can easily do so by dragging and dropping
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the column you want to move to the desired location. You can also fold
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or unfold your stages by using the **Setting** icon on your desired stage.
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.. image:: media/setup07.png
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:align: center
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.. seealso::
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* :doc:`visualization`
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* :doc:`collaboration`
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* :doc:`time_record`
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