e3fee2cf46
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
- The theme, config, Makefile, and similar technical resources had to
be duplicated. This resulted in inconsistent layout, features, and
build environments from one documentation to another.
- Some pages did not fit either documentation as they were relevant
for both users and developers. Some were relevant to neither of the
two (e.g., DB management).
- Cross-doc references had to be absolute links and they broke often.
- Merging large image files in the developer documentation would bloat
the odoo/odoo repository. Some contributions had to be lightened to
avoid merging too many images (e.g., Odoo development tutorials).
- Long-time contributors to the user documentation were chilly about
going through the merging process of the developer documentation
because of the runbot, mergebot, `odoo-dev` repository, etc.
- Some contributors would look for the developer documentation in the
`odoo/documentation-user` repository.
- Community issues about the user documentation were submitted on the
`odoo/odoo` repository and vice-versa.
Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.
As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.
The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.
task-2351938
task-2352371
task-2205684
task-2352544
Closes #945
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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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