113 lines
4.6 KiB
Markdown
113 lines
4.6 KiB
Markdown
# Project management
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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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:::
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:::{seealso}
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[Odoo Tutorials: Kanban Project Management](https://www.odoo.com/slides/slide/kanban-project-management-1664)
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:::
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(project-management-configuration)=
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## Configuration
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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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```
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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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```
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:::{seealso}
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[Odoo Tutorials: Customize projects](https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1)
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:::
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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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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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:::
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(project-project-management-top-bar)=
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## Top bar
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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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```
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### Custom top bar buttons
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You can also create your own buttons to access more specific views:
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1. Click an existing top bar button to access the view.
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2. Customize the view with keywords, filters, and grouping options using the search bar.
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3. 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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4. 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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