112 lines
3.9 KiB
ReStructuredText
112 lines
3.9 KiB
ReStructuredText
=========================
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Advanced Project Settings
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=========================
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Projects can be created for a specific customer or team, and can be coordinated among your
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employees through visibility options. Stages can be shared among tasks, and the exact time spent on
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each project can be tracked. All of it in favor of a more integrated and dynamic organization.
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Create advanced projects
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========================
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| Go to :menuselection:`Project --> Configuration --> Projects --> Create`.
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| Choose a *Customer* in order to create a project specifically for him. If not, simply leave the
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field blank.
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.. image:: media/advanced_project.png
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:align: center
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:alt: Click on create and enable multiple options for an advanced project in Odoo Project
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Choose who can access a project
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To create a project for specific teams, under *Visibility*, choose who can have access to the
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project:
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- *Invited employees*: the ones who are followers (see :doc:`../tasks/collaborate`)
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- *All employees*.
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- *Portal users and all employees*: it enables the option *Share*. Recipients receive an
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email with an invitation to access the document (project).
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Choose an *Analytic Account* to track the profitability of your project in a specific account.
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Timesheet and record time on tasks
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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| To track the time spent on tasks, enable *Timesheets*.
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| In order to be able to launch a timer, also enable *Timesheet timer*.
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.. image:: media/timesheet.png
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:align: center
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:alt: Tab timesheet is being shown under a task in Odoo Project
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Create sales orders from a task
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To invoice the time (service) and material used on a task, enable *Bill from tasks*. Then, choose
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the service/product which you would like to bill, or create one on the fly.
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.. image:: media/create_sales_order.png
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:align: center
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:height: 270
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:alt: Menu create sales order is being shown under a task in Odoo Project
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Track the material used on a task
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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After enabling *Bill from Tasks*, enable *Products on Tasks* to track the products/material used
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during the work on a specific task.
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.. image:: media/track_material.png
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:align: center
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:alt: Menu to add products is being shown under a task in Odoo Project
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Take advantage of worksheets
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Worksheets are reports of the work done. To customize and include them in your tasks, enable
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*Worksheets*. Choose an existing template or create one on the fly.
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.. image:: media/worksheets.png
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:align: center
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:alt: Options worksheet and send report being shown under a task in Odoo Project
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Schedule shifts on projects
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To create shifts to manage your tasks, assign employees, and stay organized, enable *Planning*.
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.. image:: media/planning_menu.png
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:align: center
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:width: 290
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:alt: Shortcut to planning from the dashboard in Odoo Project
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.. image:: media/planning_view.png
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:align: center
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:alt: Planning view from a project in Odoo Project
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Manage employees work hours
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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*Working time* defines the number of your employees’ working hours. It adjusts the Gantt
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planning view of your interventions. Open the external link to adjust the daily hours.
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.. image:: media/work_hours.png
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:align: center
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:height: 380
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:alt: Edit the working hours from Odoo Project
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Share stages across projects
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============================
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| In order to have a clean Kanban view that works across projects, and to avoid duplicates,
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delineate specific stages for different projects.
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| :doc:`Activate the Developer mode <../../general/developer_mode/activate>` then go to
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:menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add
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the projects among which you would like to share stages.
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.. image:: media/share_stages.png
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:align: center
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:alt: Open a stage and choose the projects to share it with in Odoo Project
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