1211 lines
57 KiB
Plaintext
1211 lines
57 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, Odoo S.A.
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# This file is distributed under the same license as the Odoo Business package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Business 9.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2016-11-22 13:16+0100\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../project.rst:5
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msgid "Project"
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msgstr ""
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#: ../../project/advanced.rst:3
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msgid "Advanced"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:3
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msgid "How to use projects to handle claims/issues?"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:5
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msgid "A company selling support services often has to deal with problems occurring during the implementation of the project. These issues have to be solved and followed up as fast as possible in order to ensure the deliverability of the project and a positive customer satisfaction."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:10
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msgid "For example, as an IT company offering the implementation of your software, you might have to deal with customers emails experiencing technical problems. Odoo offers the opportunity to create dedicated support projects which automatically generate tasks upon receiving an customer support email. This way, the issue can then be assigned directly to an employee and can be closed more quickly."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:18
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#: ../../project/advanced/so_to_task.rst:24
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#: ../../project/configuration/time_record.rst:12
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#: ../../project/configuration/visualization.rst:15
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#: ../../project/planning/assignments.rst:10
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msgid "Configuration"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:20
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msgid "The following configuration are needed to be able to use projects for support and issues. You need to install the **Project management** and the **Issue Tracking** modules."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:31
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msgid "Create a project"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:33
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msgid "The first step in order to set up a claim/issue management system is to create a project related to those claims. Let's start by simply creating a **support project**. Enter the Project application dashboard, click on create and name your project **Support**. Tick the **Issues** box and rename the field if you want to customize the Issues label (e.g. **Bugs** or **Cases**). As issues are customer-oriented tasks, you might want to set the Privacy/Visibility settings to **Customer project** (therefore your client will be able to follow his claim in his portal)."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:43
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msgid "You can link the project to a customer if the project has been created to handle a specific client issues, otherwise you can leave the field empty."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:51
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msgid "Invite followers"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:53
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msgid "You can decide to notify your employees as soon as a new issue will be created. On the **Chatter** (bottom of the screen), you will notice two buttons on the right : **Follow** (green) and **No follower** (white). Click on the first to receive personally notifications and on the second to add others employees as follower of the project (see screenshot below)."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:63
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msgid "Set up your workflow"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:65
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msgid "You can easily personalize your project stages to suit your workflow by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column** (see image below). 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 edit, fold or unfold anytime your stages by using the **setting** icon on your desired stage."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:77
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msgid "Generate issues from emails"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:79
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msgid "When your project is correctly set up and saved, you will see it appearing in your dashboard. Note that an email address for that project is automatically generated, with the name of the project as alias."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:87
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msgid "If you cannot see the email address on your project, go to the menu :menuselection:`Settings --> General Settings` and configure your alias domain. Hit **Apply** and go back to your **Projects** dashboard where you will now see the email address under the name of your project."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:92
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msgid "Every time one of your client will send an email to that email address, a new issue will be created."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:96
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#: ../../project/advanced/so_to_task.rst:113
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#: ../../project/planning/assignments.rst:137
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msgid ":doc:`../configuration/setup`"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:97
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msgid ":doc:`../configuration/collaboration`"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:98
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#: ../../project/advanced/feedback.rst:113
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msgid ":doc:`external`"
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msgstr ""
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#: ../../project/advanced/external.rst:3
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msgid "How to collaborate with external people?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:3
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msgid "How to gather feedback from customers?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:6
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#: ../../project/configuration/setup.rst:6
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#: ../../project/configuration/time_record.rst:6
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#: ../../project/overview.rst:3
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#: ../../project/overview/main_concepts.rst:3
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msgid "Overview"
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msgstr ""
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#: ../../project/advanced/feedback.rst:8
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msgid "As a manager, it's not always simple to follow everything your teams do. Having a simple customer feedback can be very interesting to evaluate the performances of your teams. You can very easily gather feedbacks from your customers using Odoo."
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msgstr ""
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#: ../../project/advanced/feedback.rst:13
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msgid "An e-mail can be sent during the project to get the customer feedbacks. He just has to choose between 3 smileys to assess your work (Smile, Neutral or Sad)."
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msgstr ""
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#: ../../project/advanced/feedback.rst:18
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msgid "How to gather feedbacks from customers"
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msgstr ""
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#: ../../project/advanced/feedback.rst:20
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msgid "Before getting started some configuration is necessary. First of all it's necessary to install the **Project** application. To do so simply go to the apps module and install it."
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msgstr ""
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#: ../../project/advanced/feedback.rst:27
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msgid "Moreover, in the same menu, you have to install the **Project Rating** module."
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msgstr ""
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#: ../../project/advanced/feedback.rst:33
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msgid "Next, go back into the back-end and enter the project module. Select the **Configuration** button and click on **Settings** in the dropdown menu. Next select **Allow activating customer rating on projects, at issue completion**. Don't forget to apply your changes."
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msgstr ""
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#: ../../project/advanced/feedback.rst:42
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msgid "How to get a Customer feedback?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:44
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msgid "A e-mail can be sent to the customers at each stage of the ongoing projects."
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msgstr ""
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#: ../../project/advanced/feedback.rst:47
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msgid "First, you need to choose for which projects you want to get a feedback."
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msgstr ""
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#: ../../project/advanced/feedback.rst:50
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msgid "Project configuration"
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msgstr ""
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#: ../../project/advanced/feedback.rst:52
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msgid "Go to the **Project** application, in the project settings select the **Customer satisfaction** option."
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msgstr ""
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#: ../../project/advanced/feedback.rst:59
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msgid "Email Template"
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msgstr ""
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#: ../../project/advanced/feedback.rst:61
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msgid "Go to the stage settings (click on the gear icon on the top of the stage column, then select **Edit**). Choose the e-mail template that will be used. You can directly edit it from there."
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msgstr ""
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#: ../../project/advanced/feedback.rst:68
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msgid "Here is an email example that a customer can receive :"
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msgstr ""
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#: ../../project/advanced/feedback.rst:74
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msgid "The customer just has to click on a smiley (Smile, Neutral or Sad) to assess your work. The customer can reply to the email to add more information. It will be added to the chatter of the task."
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msgstr ""
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#: ../../project/advanced/feedback.rst:79
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msgid "Reporting"
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msgstr ""
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#: ../../project/advanced/feedback.rst:81
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msgid "You have a brief summary on the satisfaction in the upper right corner of the project."
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msgstr ""
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#: ../../project/advanced/feedback.rst:88
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msgid "How to display the ratings on your website?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:90
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msgid "First of all it's necessary to install the **Website Builder** application. To do so simply go to the apps module and search for the website builder."
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msgstr ""
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#: ../../project/advanced/feedback.rst:97
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msgid "Moreover, in the same menu, you have to install the **Website Rating Project Issue** module."
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msgstr ""
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#: ../../project/advanced/feedback.rst:103
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msgid "Then, you will be able to publish your result on your website by clicking on the website button in the upper right corner and confirming it in the front end of the website."
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msgstr ""
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#: ../../project/advanced/feedback.rst:111
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msgid ":doc:`claim_issue`"
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msgstr ""
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#: ../../project/advanced/feedback.rst:112
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msgid ":doc:`invoicing`"
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msgstr ""
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#: ../../project/advanced/invoicing.rst:3
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msgid "How to invoice time spent?"
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msgstr ""
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#: ../../project/advanced/publication.rst:3
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msgid "How to publish the project externally?"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:3
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msgid "How to create tasks from sales orders?"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:5
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msgid "In this section, we will see the integration between Odoo's **Project management** and **Sales** modules and more precisely how to generate tasks from sales order lines."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:9
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msgid "In project management, a task is an activity that needs to be accomplished within a defined period of time. For a company selling services, the task typically represents the service that has been sold to the customer and that needs to be delivered. This is why it is useful to be able to generate a task from a sale order in order to streamline the process between the Sales and Services departments."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:16
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msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer. On the sale order, the service will trigger the creation of a task from which the consultant will record timesheets and, if needed, reinvoice the client according to the overtime spent on the project."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:27
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msgid "Install the required applications"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:29
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msgid "In order to be able to generate a task from a sale order you will need to install the **Sales Management** and **Project** application. Simply go into the application module and install the following:"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:39
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msgid "Moreover if you wish to be able to invoice your customers based on time spent on the task, it is also necessary to install the **Timesheet** module. Simply go into the application module and install the following:"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:47
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msgid "Create and set up a product"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:49
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msgid "You need to configure your service on the product form itself in order to generate a task every time it will be sold. From the **Sales** module, use the menu :menuselection:`Sales --> Products` and create a new product with the`following setup:"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:54
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msgid "**Name**: Technical Support"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:56
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msgid "**Product Type**: Service"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:58
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msgid "**Unit of Measure**: Hours (go to :menuselection:`Configuration --> Settings` and, under **Unit of measures**, check the **Some products may be sold/purchased in different unit of measures (advanced)** radio button)"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:63
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msgid "**Invoicing policy**: You can set up your invoice policy either on ordered quantity or on delivered quantity. You can easily follow the amount of hours that were delivered and/or invoiced to your client."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:68
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msgid "**Track Service**: Create a task and track hours, as your product is a service invoiceable by hours you have to set the units of measures of the product to hours as well."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:76
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msgid "Link your task to an existing project or create a new one on the fly if the product is specific to one project. Otherwise, you can leave it blank, odoo will then create a project per SO."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:81
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msgid "Create the Sales Order"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:83
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msgid "Once the product is set up, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, the task will be created."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:91
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msgid "Access the task generated from the sale order"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:93
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msgid "On the Project module, your new task will appear :"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:95
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msgid "either on a related project if you have selected one in the product form"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:98
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msgid "either on a new project with the name of related the sale order as title (you can easily change the name of the project by clicking on :menuselection:`More --> Settings`)"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:105
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msgid "On the task itself, you will now be able to record timesheets and to invoice your customers based on your invoicing policy."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:109
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msgid "On Odoo, the central document is the sales order, which means that the source document of the task is the related sales order."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:114
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msgid ":doc:`../../sales/invoicing/services/reinvoice`"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:115
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msgid ":doc:`../../sales/invoicing/services/support`"
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msgstr ""
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#: ../../project/application.rst:3
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msgid "Awesome Timesheet App"
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msgstr ""
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#: ../../project/application/intro.rst:3
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msgid "Demonstration Video"
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msgstr ""
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#: ../../project/application/intro.rst:11
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#: ../../project/overview/main_concepts/introduction.rst:11
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msgid "Transcript"
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msgstr ""
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#: ../../project/application/intro.rst:13
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msgid "Awesome Timesheet is a mobile app that helps me to instantly record any time spent on projects in just a click. It's so effortless."
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msgstr ""
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#: ../../project/application/intro.rst:16
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msgid "Regardless of the device, the timesheet app is just one click away. Look at the chrome plugin. No need to sign in, just click and start. It's smooth. It works offline too and is automatically synchronized with my Odoo account."
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msgstr ""
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#: ../../project/application/intro.rst:21
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msgid "Plus, I get individual statistics via the mobile and chrome plugin. I can go further in the analysis in my Odoo account. I receive reports of timesheets per user, drill-down per project, and much more."
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msgstr ""
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#: ../../project/application/intro.rst:25
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msgid "Awesome Timesheet is fully integrated with Odoo invoicing, the customer billing is done automatically. But also with Odoo projects. It's time-saving!"
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msgstr ""
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#: ../../project/application/intro.rst:28
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msgid "Download awesome timesheet now and gain in productivity."
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msgstr ""
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#: ../../project/configuration.rst:3
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msgid "Configuration and basic usage"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:3
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msgid "How to manage & collaborate on tasks?"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:6
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msgid "Responsibilities"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:8
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msgid "In Odoo, you can assign the person who is in charge of the task."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:10
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msgid "When creating a task, by default you are responsible for it. You can change this by simply typing the username of someone else and choosing it from the suggestions in the drop down menu."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:15
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msgid "If you add someone new, you can \"Create & Edit\" a new user on the fly. In order to do so, you need the administrator rights."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:19
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msgid "Followers"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:21
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msgid "In a task, you can add other users as **Followers**. Adding a follower means that this person will be notified of any changes that might happen in the task. The goal is to allow outside contribution from the chatter. This can be invaluable when you need the advice of colleagues from other departments. You could also invite customers to take part in the task. They'll be notified by email of the conversation in the chatter, and will be able to take part in it simply by replying to the mail. The followers can see the whole task like you, with the description and the chatter."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:32
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msgid "Project: follow a project to follow the pipe"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:34
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msgid "You can decide to follow a Project. In this situation, you'll be notified of any changes from the project: tasks sliding from one stage to another,conversation taking place,, etc. You'll receive all the information in your inbox. This feature is perfect for a Project Manager who wants to see the big picture all the time."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:41
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msgid "Task: follow a specific task"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:43
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msgid "Following a task is the same idea as following a project, except you are focused on a specific part of the project. All notifications or changes in that task also appear in your inbox."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:48
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msgid "Choose which action to follow"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:50
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msgid "You can choose what you want to follow by clicking on the down arrow in the Following button."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:53
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msgid "By default, you follow the discussions but you can also choose to be notified when a note is logged in, when a task is created, blocked or ready to go, and when the stage of the task has changed."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:61
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msgid "Time management: analytic accounts"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:63
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msgid "Whether it helps you for estimation of future projects or data for billing or invoicing, time tracking in Project Management is a real plus."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:67
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msgid "The Odoo Timesheet app is perfectly integrated with Odoo Project and can help you track time easily."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:70
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msgid "Once Odoo Timesheet is installed, the timesheet option is automatically available in projects and on tasks."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:73
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msgid "To avoid any confusion, Odoo works with analytic accounts. An analytic account is the name that will always be the reference for a specific project or contract. Each time a project is created, an analytic account is automatically created under the same name."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:79
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msgid "Record a timesheet on a project:"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:81
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msgid "Click on the settings of a project."
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msgstr ""
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#: ../../project/configuration/collaboration.rst:86
|
||
msgid "Click on the Timesheet button in the top grey menu."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:91
|
||
msgid "You get the Odoo Timesheet. Click on Create and a line will appear with today's date and time. Your project name is automatically selected as the Analytic Account. No task is set, you can choose to add a specific task for it, or not."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:99
|
||
msgid "If you go now to Odoo Timesheet, your line will be recorded among your other timesheets."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:103
|
||
msgid "Record a timesheet on a task:"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:105
|
||
msgid "Within a task, the timesheet option is also available."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:107
|
||
msgid "In the task, click on the Edit button. Go on the Timesheet tab and click on Add an item."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:110
|
||
msgid "A line will appear with the name of the project already selected in the Analytic account."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:113
|
||
msgid "Again, you'll find back these timesheet lines in the Odoo Timesheet application."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:119
|
||
msgid "At the end of your project, you can get a real idea of the time you spent on it by searching based on the Analytic Account name of your project."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:124
|
||
msgid "Document Management in tasks"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:126
|
||
msgid "You can manage documents related to tasks whether they're plans, pictures of the formatting, etc. An image is sometimes more informative than a thousand words! You have two ways to add a document to a task."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:130
|
||
msgid "1. You can add an image/document to your task by clicking on the Attachment tab on the top of the form."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:136
|
||
msgid "2. You can add an image/document to your task through the Chatter. You can log a note/send a message and attach a file to it. Or if someone sends an email with an attachment, the document will be automatically saved in the task."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:145
|
||
msgid "If you have an important image that helps to understand the tasks you can set it up as Cover Image. It'll show up in the Kanban view directly."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:152
|
||
msgid "Collaborate on tasks"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:154
|
||
msgid "Tasks in Odoo Project are made to help you to work easily together with your colleagues. This helps you save time and energy."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:157
|
||
msgid "The idea is to stay up to date with what interests you. You can collaborate with your colleagues by writing on the same task at the same time, with task delegation and the Chatter."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:162
|
||
msgid "Create a task from an email"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:164
|
||
msgid "You can configure an email address linked to your project. When an email is sent to that address, it automatically creates a task in the first step of the project, with all the recipients (To/Cc/Bcc) as followers."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:168
|
||
msgid "With Odoo Online, the mail gateway is already configured and so every project gets an automatic email address."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:171
|
||
msgid "The email is always the name of the project (with \"-\" instead of the space), you'll see it under the name of your project in the Project Dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:178
|
||
msgid "This email address create by default following the project name can be changed."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:181
|
||
msgid "The alias of the email address can be changed by the project manager."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:183
|
||
msgid "To do so, go to the Project Settings and click on the Email Tab."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:185
|
||
msgid "You can directly edit your project email address."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:191
|
||
msgid "The Chatter, status and follow-up."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:193
|
||
msgid "The Chatter is a very useful tool. It is a communication tool and shows the history of the task."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:196
|
||
msgid "In the Chatter, you can see when the task has been created, when it has passed from one stage to another, etc. Any changes made to that task are logged into the Chatter automatically by the system. It also includes the history of the interaction between you and your customer or colleagues. All interactions are logged on the chatter, making it easy for the task leader to remember past interactions."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:203
|
||
msgid "You can interact with followers whether there are internal (your colleagues) or external (the client for example) by logging a note or important information. Also, if you want to send an email to all the followers of that specific task, you can choose to add a message to notify all of them. For both of these options, the date and time is saved on the entry."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:214
|
||
msgid "The description of the task, the Pad"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:216
|
||
msgid "Odoo allows you to replace the task description field by an Etherpad collaborative note (http://etherpad.org). This means that you can collaborate on tasks in real time with several users contributing to the same content. Every user has their own color and you can replay the whole creation of the content."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:222
|
||
msgid "To activate this option, go to :menuselection:`Project Settings --> Pads`, tick \"Collaborative rich text on task description\"."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:229
|
||
msgid "If you just need the pad and not the whole task page, you can click on the icon on the top right to get to the pad directly in a full screen view. Click on the ``</>`` icon to get the direct URL of the task description: useful if you want to send it to someone without adding this person as a follower."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:239
|
||
msgid "Tasks states"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:242
|
||
msgid "Set the state of a task"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:244
|
||
msgid "The status of the task is the easiest way to inform your colleagues when you are working on a task, if the task is ready or if it is blocked. It is a visual indicator that is seen in a glance."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:248
|
||
msgid "You can change the status of the task from the kanban view or directly from the task. Just click on the status ball to get the choices:"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:258
|
||
msgid "Custom states"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:260
|
||
msgid "You can decide what the different status mean for each stage of your project. On the kanban view, click on the gear icon on the top of the stage, then click on edit:"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:267
|
||
msgid "Next to the color ball, write the explanation of the state."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:272
|
||
msgid "Now, the explanation will be displayed instead of the generic text:"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:278
|
||
msgid "Color Tags"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:280
|
||
msgid "In every task, you can add a tag. Tags are very useful to categorize the tasks. It helps you to highlight a task from the Kanban view or better find them thanks to the filters."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:284
|
||
msgid "If you are always working with a specific type of tag, you can highlight the tasks containing the tag with the colors. Each tag can get a specific color, it's very visual on the Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/collaboration.rst:291
|
||
msgid "In order to make it appear on the kanban view, you have to set a color on the tag, directly from the task:"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:3
|
||
msgid "How to set up & configure a project?"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:8
|
||
msgid "Odoo Project allows you to manage a project together with your whole team, and to communicate with any member for each project and task."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:11
|
||
msgid "It works with projects containing tasks following customizable stages. A project 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."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:17
|
||
msgid "Installing the Project module"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:19
|
||
msgid "Open the **Apps** module, search for **Project Management**, and click on **Install**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:26
|
||
msgid "Creating a new project"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:28
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:32
|
||
msgid "The privacy setting works as:"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:34
|
||
msgid "**Customer Project**: visible in portal if the customer is a follower."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:37
|
||
msgid "**All Employees**: employees see all tasks or issues."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:39
|
||
msgid "**Private Project**: followers can see only the followed tasks or issues"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:42
|
||
msgid "You can also specify if the project is destined to a customer, or leave the **Customer** field empty if not."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:48
|
||
msgid "When you have entered all the required details, click on **Save**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:51
|
||
msgid "Manage your project's stages"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:54
|
||
msgid "Add your project's stages"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:56
|
||
msgid "On your project's dashboard. Click on **# Tasks**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:61
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:68
|
||
msgid "For each stage, there are markers for the status of tasks within a stage, that you can personalize to fit your needs."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:71
|
||
msgid "Drag your mouse pointer over a stage name, and click on the appearing bearing, and on the opening menu, click on **Edit**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:77
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:84
|
||
msgid "Click on **Save** when you are done."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:87
|
||
msgid "Rearrange stages"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:89
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:100
|
||
msgid ":doc:`visualization`"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:101
|
||
msgid ":doc:`collaboration`"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/setup.rst:102
|
||
msgid ":doc:`time_record`"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:3
|
||
msgid "How to record time spent?"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:8
|
||
msgid "Odoo allows you to record the time spent per employee and per project, for simple reports as well as for direct invoicing to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:14
|
||
msgid "In order to record the time spent on projects, you must first activate the invoicing of timesheets. Into the **Project** application, open :menuselection:`Configuration --> Settings`. In the **Timesheets** section of the page, tick **Activate timesheets on issues**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:23
|
||
msgid "Activating the option will install the Sales, Invoicing, Issue Tracking, Employee and Timesheet apps."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:27
|
||
msgid "Recording timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:29
|
||
msgid "You can record the time spent in projects straight from the projects application. You can either record timesheets in a project, or in a task."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:34
|
||
msgid "Recording in a project"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:36
|
||
msgid "In the **Project** application dashboard, open the **More** menu of the project you want to record timesheets for, and click on **Timesheets**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:42
|
||
msgid "In the new window, click on **Create** and insert the required details, then click on **Save**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:49
|
||
msgid "Recording in a task"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:51
|
||
msgid "In the **Project** app, open the project you want to record timesheets for, and open the task on which you have been working."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/time_record.rst:54
|
||
msgid "In the task, click on **Edit**, open the **Timesheets** tab and click on **Add an item**. Insert the required details, then click on **Save**."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:3
|
||
msgid "How to visualize a project's tasks?"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:5
|
||
msgid "How to visualize a project's tasks"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:7
|
||
msgid "Tasks are assignments that members of your organisations have to fulfill as part of a project. In day to day business, your company might struggle due to the important amount of tasks to fulfill. Those task are already complex enough. Having to remember them all and follow up on them can be a real burden. Luckily, Odoo enables you to efficiently visualize and organize the different tasks you have to cope with."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:17
|
||
msgid "The only configuration needed is to install the project module in the module application."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:24
|
||
msgid "Creating Tasks"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:26
|
||
msgid "Once you created a project, you can easily generate tasks for it. Simply open the project and click on create a task."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:32
|
||
msgid "You then first give a name to your task, the related project will automatically be filled in, assign the project to someone, and select a deadline if there is one."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:40
|
||
#: ../../project/planning/assignments.rst:47
|
||
msgid "Get an overview of activities with the kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:42
|
||
msgid "Once you created several tasks, they can be managed and followed up thanks to the Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:45
|
||
msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and which one have the higher priorities."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:49
|
||
#: ../../project/planning/assignments.rst:53
|
||
msgid "The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:57
|
||
msgid "How to nototify your collegues about the status of a task?"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:63
|
||
#: ../../project/planning/assignments.rst:80
|
||
msgid "Sort tasks by priority"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:65
|
||
msgid "On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will be automatically moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as **high priority**. For the tasks that are not tagged, Odoo will automatically classify them according to their deadlines."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:72
|
||
msgid "Note that dates that passed their deadlines will appear in red (in the list view too) so you can easily follow up the progression of different tasks."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:80
|
||
#: ../../project/planning/assignments.rst:119
|
||
msgid "Keep an eye on deadlines with the Calendar view"
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:82
|
||
msgid "If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadline in a single window."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:89
|
||
#: ../../project/planning/assignments.rst:128
|
||
msgid "All the tasks are tagged with a color corresponding to the employee assigned to them. You can easily filter the deadlines by employees by ticking the related boxes on the right of the calendar view."
|
||
msgstr ""
|
||
|
||
#: ../../project/configuration/visualization.rst:94
|
||
#: ../../project/planning/assignments.rst:133
|
||
msgid "You can easily change the deadline from the Calendar view by dragging and dropping the task to another case."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:3
|
||
msgid "Introduction to Odoo Project"
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:13
|
||
msgid "As a business manager, I have a varied job involving multiple stakeholders. To manage every task seamlessly, Odoo Projects is of great help."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:17
|
||
msgid "With Odoo Projects, our project team members can easily plan and execute the launching of a new product line in Canada. I organized this project by creating different stages. It allows us to clearly identify the status of any task at any time, and for any user. It is convenient for any other project manager too."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:24
|
||
msgid "These well-structured project stages are fully customizable. Here I identify one missing stage, I can easily add it in just a click. In our project management process, I proceed to a final review, so I add this stage. Odoo projects is designed to work for any kind of business."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:30
|
||
msgid "Once a task is done, each colleague can highlight it by changing its status. That will help the project manager to review the task before changing the stage with a simple drag and drop. Easy, right?"
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:35
|
||
msgid "We can also organize the different tasks by adapting the view. Here, I select the list view, which shows other information such as the working time progress. If I click on my task, I land on the form view where I can edit the planned hours and enter my timesheets. This is a great tool for any project manager. Controlling the working time progress and the time spent for each team member is essential. I set the time for the sales team training to 24 hours. Today, I prepared the material, so I will log 4 hours in the timesheet. The working time progress updates automatically. Thanks to this timesheet integration, the project manager has a thorough follow-up on the progress of each task."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:49
|
||
msgid "Another great feature in Odoo projects is the forecast tool. When it is activated, I can plan resources per project and the workload. Therefore, the time allocation for other projects is much easier. For this project, I have to train members of the sales team. It will require 50% of my time until the end of the week. As project manager, I can do this resource allocation for any user and adapt it according to their other projects. This will prevent any form of time overlap. I can reassign a task or adapt the deadline. Odoo projects is the perfect app for strategic and executive planning."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:61
|
||
msgid "Plus, every aspect of any project can be analyzed, thanks to the reports. For example, We can have a report of effective hours spent in comparison with the planned hours. I can assess the profitability of any project, any task, or any team member. I can also look at the number of hours assigned to each team member."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:68
|
||
msgid "Another element of an excellent project management is communication. This is a key factor for the success of any project. While dealing with multiple stakeholders, being able to share documents directly in the task is very helpful. With Odoo projects, I can discuss through the chat feature that is always one-click away. I can also start a new conversation with anyone in my team."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:76
|
||
msgid "In addition to being a powerful app for managing projects seamlessy, Odoo projects is also an effective customer service or after-sales app. With it, I can follow any customer issue, even create a dedicated support project. The app also automatically creates an invoice of time spent on tasks or issues."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:83
|
||
msgid "Odoo projects is a powerful, yet easy-to-use app. At first, I used the planner to clearly state my objectives and set up the project app. Get this app, it will help you get started quickly too."
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:88
|
||
msgid "Start your free trial now and better manage your projects with Odoo!"
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/introduction.rst:91
|
||
msgid "Start your free trial now with the CRM sales people love"
|
||
msgstr ""
|
||
|
||
#: ../../project/overview/main_concepts/terminology.rst:3
|
||
msgid "Terminology"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning.rst:3
|
||
msgid "Planning your project"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:3
|
||
msgid "How to plan and track employees' assignments?"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:5
|
||
msgid "Following and planning your employees' assignments can be a heavy challenge especially when you manage several people. Luckily, using Odoo Project, you can handle it in only a couple of clicks."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:12
|
||
msgid "The only necessary configuration is to install the **Project Management** module. To do so, go in the application module, search for project and install the application."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:19
|
||
msgid "If you wish to manage time estimation, you will need to enable timesheets on tasks. From the **Project** application, go to :menuselection:`Configuration --> Settings` in the dropdown menu. Then, under **Time Work Estimation**, select the **manage time estimation on tasks** option. Do not forget to apply your changes."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:28
|
||
msgid "This feature will create a progress bar in the form view of your tasks. Every time your salesperson will add working time in his timesheet, the bar will be updated accordingly, based on the initially planned hours."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:36
|
||
msgid "Manage tasks with views"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:38
|
||
msgid "You can have an overview of your different task thanks to the multiple views available with Odoo. Three main views will help you to plan and follow up on your employees' tasks: the kanban view, the list view (using timesheets) and the calendar view."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:43
|
||
msgid "Create and edit tasks in order to fill up your pipeline. Don't forget to fill in a responsible person and an estimated time if you have one."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:49
|
||
msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and the ones having the higher priorities."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:61
|
||
msgid "Add/rearrange stages"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:63
|
||
msgid "You can easily personalize your project to 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** (see image below). 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."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:75
|
||
msgid "Create one column per stage in your working process. For example, in a development project, stages might be: Specifications, Development, Test, Done."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:82
|
||
msgid "On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will automatically be moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as **high priority**. For the tasks that are not tagged, Odoo will automatically classify them according to their deadlines."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:89
|
||
msgid "Note that dates that passed their deadlines will appear in red( in the list view too) so you can easily follow up the progression of different tasks."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:97
|
||
msgid "Don't forget you can filter your tasks with the filter menu."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:100
|
||
msgid "Track the progress of each task with the list view"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:102
|
||
msgid "If you enabled the **Manage Time Estimation on Tasks**, your employees will be able to log their activities on tasks under the **Timesheets** sub-menu along with their duration. The **Working Time Progress** bar will be updated each time the employee will add an activity."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:110
|
||
msgid "As a manager, you can easily overview the time spent on tasks for all employees by using the list view. To do so, access the project of your choice and click on the List view icon (see below). The last column will show you the progression of each task."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:121
|
||
msgid "If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadlines in a single window."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/assignments.rst:138
|
||
msgid ":doc:`forecast`"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:3
|
||
msgid "How to forecast tasks?"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:6
|
||
msgid "Introduction to forecast"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:8
|
||
msgid "Scheduling and forecasting tasks is another way to manage projects. In Odoo, the Forecast option gives you access to the Gantt chart."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:11
|
||
msgid "So far, you've been working with the Kanban view, which shows you the progress of a project and its related tasks."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:14
|
||
msgid "Now, with the Forecast option, the Gantt view gives you the big picture. It's highly visual which is a real plus for complex projects, and it helps team members to collaborate better."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:18
|
||
msgid "This option is a real benefit in terms of planning and organizing the workload and human resources."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:22
|
||
msgid "How to configure the projects?"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:25
|
||
msgid "Configure the project application"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:27
|
||
msgid "The **Forecast** option helps you to organize your projects. This is perfect when you need to set up a project with a specific deadline. Therefore, each task is assigned a specific timeframe (amount of hours) in which your employee should complete it!"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:32
|
||
msgid "First you need to activate the **Forecast** option for the whole project application:"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:35
|
||
msgid "Go to :menuselection:`Project --> Configuration --> Settings`. Select the Forecast option and click **Apply**."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:41
|
||
msgid "Once this is done, you still need to activate the **Forecast** option specifically for your **Project** (maybe you don't need the Gantt chart for all the projects that you manage)."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:46
|
||
msgid "Configure a specific project."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:48
|
||
msgid "When creating a new project, make sure to select the option \"Allow Forecast\" in your project settings."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:51
|
||
msgid "You'll see the **Forecast** option appearing in the top menu."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:56
|
||
msgid "If you add the Forecasting option to an existing project, whether there are task deadlines or not scheduled, the task won't be displayed."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:59
|
||
msgid "The tasks of a project are not related to a forecast."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:62
|
||
msgid "How to create a forecast?"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:64
|
||
msgid "Before creating a project with forecast, list all the tasks with the projected time they should take. It will help you to coordinate the work."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:68
|
||
msgid "In order to display the projects in the Gantt chart, you need to create the forecast from the task page. To create a forecast, click on the top left corner of the task, **Create a Forecast**."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:76
|
||
msgid "You can also create a new Forecast easily by directly clicking on an empty space in the Gantt chart calendar."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:79
|
||
msgid "The Forecast interface will fill in the name of the Project and the task automatically. You just need to add the dates and the time the task should take."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:87
|
||
msgid "The \"Effective hours\" field appears only if you have the **Timesheet** app installed on your database. This option helps you to see the progress of a task thanks to the integration with Timesheet."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:91
|
||
msgid "For example: When a user fills in a Timesheet with your Project name (Analytic account), with 10 hours spent, the forecast will display 10 hours in the Effective hours field."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:96
|
||
msgid "What are the difference between the views?"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:98
|
||
msgid "In the **Project** app menu you have a **Forecast** menu. This sub-menu helps you to see the Gantt chart from different points of view: by users or by projects."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:103
|
||
msgid "By users : people management"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:105
|
||
msgid "This option displays the Gantt chart with the people assigned. Odoo's Gantt chart shows you who's involved; it gives you the big picture of the project. It's very useful to allocate your resources effectively."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:109
|
||
msgid "On the left side, first level, you can see which users are involved. Then, on the second level you see which projects they are assigned to. On the third, you see which tasks they're on."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:113
|
||
msgid "Each task is represented by a coloured rectangle. This rectangle reflects the duration of the task in the calendar."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:116
|
||
msgid "The top rectangle on the first level is the sum of all the tasks compiled from the third level. If it's green, it means that the total time allocated to that user is less than 100%. When it's red, it means that this user is assigned to multiple tasks which total more than 100% of his/her time."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:126
|
||
msgid "Plan the workload"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:128
|
||
msgid "When creating a forecast, you have to select the time the user should spend on it. 100% means that your user should work on it full time during those days. He/She has no other tasks to work on. So you can decide from 1 to 100% how your users should organize their time between different tasks."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:134
|
||
msgid "The power of integration helps you to avoid double booking an employee. For example, if your expert is already at 40% on another task in another project, you can book him/her for only 60% for that period."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:138
|
||
msgid "In the example below, the user \"Administrator\" is working on 2 projects (\"IT1367 Delivery Phases\" and \"Implementation Process56\"). The user is assigned to both projects with a total of 110% of their time. This is too much so the Project Manager should change the users assigned to the task. Otherwise, the PM can change the dedicated time or the dates, to make sure that this is feasible."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:149
|
||
#: ../../project/planning/forecast.rst:191
|
||
msgid "Gantt view advantages"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:151
|
||
msgid "This Gantt view ‘by user' helps you to better plan your human resources. You avoid confusion about the the tasks and the assignations of the users. The Gantt Chart is highly visual and helps to comprehend all the different elements at once. Also, you immediately know what has to be done next. This method helps you to better understand the relations between the tasks."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:158
|
||
#: ../../project/planning/forecast.rst:193
|
||
msgid "The dynamic view of the Gantt in Odoo allows you to:"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:160
|
||
#: ../../project/planning/forecast.rst:195
|
||
msgid "change the time and date of a forecast by clicking and sliding the tasks in the future or in the past"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:163
|
||
#: ../../project/planning/forecast.rst:198
|
||
msgid "create a new forecast into the Gantt chart immediately"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:165
|
||
#: ../../project/planning/forecast.rst:200
|
||
msgid "modify an existing forecast"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:167
|
||
#: ../../project/planning/forecast.rst:202
|
||
msgid "change the length of a task by extending or shortening the rectangle."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:170
|
||
msgid "By projects: project management"
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:172
|
||
msgid "The Gantt Chart is the perfect view of a project to better understand the interactions between the tasks. You can avoid overlapping tasks or starting one too early if another one isn't finished. Odoo Gantt chart is clear and helps you to coordinate tasks efficiently."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:177
|
||
msgid "This option displays the Gantt chart by showing the projects on the first level of hierarchy."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:180
|
||
msgid "On the left side, first level, you can see the projects. Then, on the second level you see which users are assigned. On the third, you see which tasks they're on."
|
||
msgstr ""
|
||
|
||
#: ../../project/planning/forecast.rst:184
|
||
msgid "This view won't show your HR time. The colours don't apply. (see **By Users** section)"
|
||
msgstr ""
|
||
|
||
#: ../../project/reporting.rst:3
|
||
msgid "Reporting & Analysis"
|
||
msgstr ""
|
||
|
||
#: ../../project/reporting/close_issue.rst:3
|
||
msgid "How to track velocity to close issues?"
|
||
msgstr ""
|
||
|
||
#: ../../project/reporting/efficiency.rst:3
|
||
msgid "How to report project efficiency?"
|
||
msgstr ""
|
||
|
||
#: ../../project/reporting/workload.rst:3
|
||
msgid "How to analyze workload?"
|
||
msgstr ""
|
||
|