27b3c18816
task-4277055 closes odoo/documentation#11519 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
109 lines
4.7 KiB
ReStructuredText
109 lines
4.7 KiB
ReStructuredText
==================
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Project management
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==================
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Odoo Project uses the **Kanban** project management system. This means all projects are broken down
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into tasks, which are categorized on a whiteboard according to what production phase they are in.
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.. admonition:: Did you know?
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The word **Kanban** comes from Japanese and refers to the "visual board" management method.
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.. seealso::
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`Odoo Tutorials: Kanban Project Management
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<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_
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.. _project_management/configuration:
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Configuration
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=============
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Open the **Project** app and click :guilabel:`Create` to start a new project. Enter a
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:guilabel:`Name` for your project and click :guilabel:`Create Project`.
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You can customize your existing **projects** from the dashboard by clicking the drop-down toggle
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button (:guilabel:`⋮`) on your project's **card**.
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.. image:: project_management/project-settings.png
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:align: center
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:alt: Project card
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This enables a new menu divided into four parts:
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- :guilabel:`View`: see an overview of your project's components, such as its :guilabel:`Tasks`,
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:guilabel:`Milestones` and :guilabel:`Project Updates`. Depending on which apps you have
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activated, more options may be available, such as :guilabel:`Documents`. All uploaded files can be
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found under this menu, as well as in the **Documents** app, under :guilabel:`Projects`;
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- :guilabel:`Reporting`: analyze your project's progress and profitability through graphics and
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statistics;
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- **Color**: make a line of color appear on the left side of the card so that your project is more
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recognizable;
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- :guilabel:`Settings`: you can change the following:
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- the :guilabel:`Name` of the project;
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- the :guilabel:`Name of the tasks` found under that project;
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- the :guilabel:`Customer` for whom the project is intended;
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- the :guilabel:`Tags` used for filtering;
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- the :guilabel:`Company` responsible for the project;
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- the employee designated as :guilabel:`Project Manager`;
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- the :guilabel:`Planned Date` of the project;
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- the total :guilabel:`Allocated Hours` for that project.
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Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to find it using the
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:guilabel:`My Favorites` filter on the Kanban view;
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.. image:: project_management/project-settings-opened.png
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:align: center
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:alt: Project settings
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.. seealso::
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`Odoo Tutorials: Customize projects
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<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_
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Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available
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depending on the activated apps.
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Scheduling activities
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=====================
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You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, etc.) per project by
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clicking on the **clock** icon on a project. Doing so opens a list with already scheduled activities
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and allows planning **new** activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up
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window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` for that activity, a
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:guilabel:`Due Date`, and assign it to an employee. According to the :guilabel:`Activity Type`, you
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may have **additional options** available.
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.. note::
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If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**,
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or other.
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Top bar
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=======
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In project management, reviewing the various records and documents related to a project is often
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necessary. Odoo Project’s **top bar** provides quick access to these essential resources. You can
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customize each project's top bar to match its specific needs.
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To set up the top bar for a project, go to the :guilabel:`Project` app, click the project's card,
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then click the top bar :icon:`fa-sliders` :guilabel:`(sliders)` button. In the bar that appears
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above the search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the records
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you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc.
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You can then click the buttons to access the related records without leaving the Project app. To
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return to your project tasks' Kanban view, click the :guilabel:`Tasks` button in the top bar.
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.. image:: project_management/top-bar.png
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:alt: Top bar selection menu
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Custom top bar buttons
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----------------------
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You can also create your own buttons to access more specific views:
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#. Click an existing top bar button to access the view.
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#. Customize the view with keywords, filters, and grouping options using the search bar.
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#. Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and select
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:guilabel:`Save View`.
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#. Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share
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the button with other users.
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