203 lines
7.0 KiB
ReStructuredText
203 lines
7.0 KiB
ReStructuredText
======================
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How to forecast tasks?
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======================
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Introduction to forecast
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========================
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Scheduling and forecasting tasks is another way to manage projects. In
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Odoo, the Forecast option gives you access to the Gantt chart.
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So far, you've been working with the Kanban view, which shows you the
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progress of a project and its related tasks.
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Now, with the Forecast option, the Gantt view gives you the big picture.
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It's highly visual which is a real plus for complex projects, and it
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helps team members to collaborate better.
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This option is a real benefit in terms of planning and organizing the
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workload and human resources.
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How to configure the projects?
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==============================
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Configure the project application
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---------------------------------
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The **Forecast** option helps you to organize your projects. This is perfect
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when you need to set up a project with a specific deadline. Therefore,
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each task is assigned a specific timeframe (amount of hours) in which
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your employee should complete it!
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First you need to activate the **Forecast** option for the whole project
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application:
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Go to :menuselection:`Project --> Configuration --> Settings`.
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Select the Forecast option and click **Apply**.
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.. image:: media/forecast01.png
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:align: center
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Once this is done, you still need to activate the **Forecast** option
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specifically for your **Project** (maybe you don't need the Gantt chart for
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all the projects that you manage).
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Configure a specific project.
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-----------------------------
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When creating a new project, make sure to select the option "Allow
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Forecast" in your project settings.
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You'll see the **Forecast** option appearing in the top menu.
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.. image:: media/forecast02.png
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:align: center
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If you add the Forecasting option to an existing project, whether there
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are task deadlines or not scheduled, the task won't be displayed.
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The tasks of a project are not related to a forecast.
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How to create a forecast?
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-------------------------
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Before creating a project with forecast, list all the tasks with the
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projected time they should take. It will help you to coordinate the
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work.
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In order to display the projects in the Gantt chart, you need to create
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the forecast from the task page. To create a forecast, click on the top
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left corner of the task, **Create a Forecast**.
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.. image:: media/forecast03.png
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:align: center
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.. tip::
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You can also create a new Forecast easily by directly clicking on an empty
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space in the Gantt chart calendar.
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The Forecast interface will fill in the name of the Project and the task
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automatically. You just need to add the dates and the time the task
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should take.
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.. image:: media/forecast04.png
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:align: center
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.. tip::
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The "Effective hours" field appears only if you have the **Timesheet** app
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installed on your database. This option helps you to see the progress of a
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task thanks to the integration with Timesheet.
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For example: When a user fills in a Timesheet with your Project name
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(Analytic account), with 10 hours spent, the forecast will display 10 hours
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in the Effective hours field.
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What are the difference between the views?
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==========================================
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In the **Project** app menu you have a **Forecast** menu. This sub-menu helps
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you to see the Gantt chart from different points of view: by users or by
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projects.
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By users : people management
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----------------------------
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This option displays the Gantt chart with the people assigned. Odoo's
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Gantt chart shows you who's involved; it gives you the big picture of
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the project. It's very useful to allocate your resources effectively.
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On the left side, first level, you can see which users are involved.
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Then, on the second level you see which projects they are assigned to.
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On the third, you see which tasks they're on.
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Each task is represented by a coloured rectangle. This rectangle
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reflects the duration of the task in the calendar.
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The top rectangle on the first level is the sum of all the tasks
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compiled from the third level. If it's green, it means that the total
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time allocated to that user is less than 100%. When it's red, it means
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that this user is assigned to multiple tasks which total more than 100%
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of his/her time.
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.. image:: media/forecast05.png
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:align: center
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Plan the workload
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~~~~~~~~~~~~~~~~~
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When creating a forecast, you have to select the time the user should
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spend on it. 100% means that your user should work on it full time
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during those days. He/She has no other tasks to work on. So you can
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decide from 1 to 100% how your users should organize their time between
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different tasks.
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The power of integration helps you to avoid double booking an employee.
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For example, if your expert is already at 40% on another task in another
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project, you can book him/her for only 60% for that period.
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In the example below, the user "Administrator" is working on 2 projects
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("IT1367 Delivery Phases" and "Implementation Process56"). The user is
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assigned to both projects with a total of 110% of their time. This is
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too much so the Project Manager should change the users assigned to the
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task. Otherwise, the PM can change the dedicated time or the dates, to
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make sure that this is feasible.
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.. image:: media/forecast06.png
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:align: center
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Gantt view advantages
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~~~~~~~~~~~~~~~~~~~~~
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This Gantt view ‘by user' helps you to better plan your human resources.
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You avoid confusion about the the tasks and the assignations of the
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users. The Gantt Chart is highly visual and helps to comprehend all the
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different elements at once. Also, you immediately know what has to be
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done next. This method helps you to better understand the relations
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between the tasks.
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The dynamic view of the Gantt in Odoo allows you to:
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- change the time and date of a forecast by clicking and sliding the
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tasks in the future or in the past
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- create a new forecast into the Gantt chart immediately
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- modify an existing forecast
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- change the length of a task by extending or shortening the rectangle.
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By projects: project management
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-------------------------------
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The Gantt Chart is the perfect view of a project to better understand
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the interactions between the tasks. You can avoid overlapping tasks or
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starting one too early if another one isn't finished. Odoo Gantt chart
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is clear and helps you to coordinate tasks efficiently.
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This option displays the Gantt chart by showing the projects on the
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first level of hierarchy.
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On the left side, first level, you can see the projects. Then, on the
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second level you see which users are assigned. On the third, you see
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which tasks they're on.
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This view won't show your HR time. The colours don't apply. (see **By
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Users** section)
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.. image:: media/forecast07.png
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:align: center
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Gantt view advantages
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~~~~~~~~~~~~~~~~~~~~~
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The dynamic view of the Gantt in Odoo allows you to:
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- change the time and date of a forecast by clicking and sliding the
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tasks in the future or in the past
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- create a new forecast into the Gantt chart immediately
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- modify an existing forecast
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- change the length of a task by extending or shortening the rectangle.
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