2fb77cf3ff
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit:
- removes the main "settings" section
- move its content to general/odoo_basics
- moves "general/mobile" content to "general"
- moves the content of the doc "developer_mode/activate" to "general"
- it replaces the references to that doc with `:ref:` directives
rather than `:doc:` directives
- it is worth noting that it also fixes plenty of links that
previously referred to "developer_mode" (the category) rather than
"developer_mode/activate" (the document)
task-2535899
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=============================
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Track Projects’ Profitability
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=============================
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A project runs smoother if you can have an overview of its costs, revenues, profitability, tasks,
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time and people, all in the same place. It allows you to make smarter business decisions as you know
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where you are standing and can course-correct if needed.
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Track costs and revenue
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=======================
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If you have the Timesheets application installed
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------------------------------------------------
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Go to :menuselection:`Project --> Configuration --> Projects`, choose the respective project,
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*Edit* and enable *Timesheets*. A menu *Overview* becomes available in the Kanban view.
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.. image:: media/timesheet_instaled.png
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:align: center
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:alt: View of the dashboard and overview menu available in Odoo Project
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The overview shows the hours recorded split by the different billable options, profitability, time
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by people according to the billable hours recorded, and even a timesheet table.
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.. image:: media/hours_profitability.png
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:align: center
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:alt: Click on overview and have a detailed view of the hours recorded in Odoo Project
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If you do not have the Timesheets application installed
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-------------------------------------------------------
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| Activate the :ref:`developer mode <developer-mode>`. Then go to *Manager Users* and enable
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*Analytic Accounting*. Now, go to :menuselection:`Project --> Configuration --> Projects` and
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specify an *Analytic Account* under the needed project.
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| A *Profitability* menu to the costs and revenues of this analytic account is directly available
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in the Kanban view.
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.. image:: media/not_timesheet_installed.png
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:align: center
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:height: 270
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:alt: Profitability menu being shown on the dashboard view in Odoo Project
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Reporting
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=========
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Under *Reporting*, obtain a report on the *Project Costs and Revenues*. Choose among graph options
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or do your analysis through a pivot view.
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.. image:: media/reporting.png
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:align: center
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:alt: Overview of the reporting page showing costs and revenues in Odoo Project
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.. seealso::
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- :doc:`/applications/finance/accounting/others/analytic/usage`
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- :doc:`/applications/finance/accounting/others/analytic/timesheets`
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- :doc:`/applications/finance/accounting/others/analytic/purchases_expenses`
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