4649c3f8d1
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2067
170 lines
5.8 KiB
ReStructuredText
170 lines
5.8 KiB
ReStructuredText
==============================================
|
|
Track costs of human resources with timesheets
|
|
==============================================
|
|
|
|
Human resource of course has a cost. It is interesting to see how much a
|
|
particular contract costs the company in term of human power in relation
|
|
to the invoiced amounts.
|
|
|
|
We will take the following example: Our two employees **Harry Potter** and
|
|
**Cedric Digory** both work on a **Consultancy pack** for our customer
|
|
**Smith&Co**. Harry is paid 18€ p.h. and Cedric's salary is 12€ p.h. We
|
|
would like to track their timesheet costs within the accounting app, and
|
|
compare them with the revenue of the consultancy service.
|
|
|
|
Configuration
|
|
=============
|
|
|
|
First, install the three applications necessary to use this
|
|
functionality, namely **Accounting**, **Sales** and **Timesheet**. Enter the apps
|
|
module name and install them.
|
|
|
|
.. image:: timesheets/timesheets14.png
|
|
:align: center
|
|
|
|
.. image:: timesheets/timesheets05.png
|
|
:align: center
|
|
|
|
.. image:: timesheets/timesheets11.png
|
|
:align: center
|
|
|
|
Next you will need to enable analytical accounting. To do so enter the
|
|
**Accounting app**. Select :menuselection:`Configuration --> Settings` and tick the
|
|
**Analytic accounting** option (see picture below)
|
|
|
|
.. image:: timesheets/timesheets06.png
|
|
:align: center
|
|
|
|
Apply your changes.
|
|
|
|
Create an employee
|
|
------------------
|
|
|
|
In order to check the revenue of an employee you need to have one. To
|
|
create an employee enter the **Employee** app. Select **Employees** and
|
|
create a new employee, fill in the name and the basic information.
|
|
|
|
On the employee sheet enter the **HR settings** tab. Here you are able to
|
|
specify the **Timesheet Cost** of your employee. In this case Harry has a
|
|
cost of 18 euros / hours. We will thus fill in 18 in this field.
|
|
|
|
.. image:: timesheets/timesheets07.png
|
|
:align: center
|
|
|
|
.. note::
|
|
If you want the employee to be able to enter timesheets he
|
|
needs to be related to a User.
|
|
|
|
Repeat the operation to create the Cedric Digory employee. Don't forget
|
|
to specify its related user and **Timesheet Costs**.
|
|
|
|
Issue a Sales Order
|
|
--------------------
|
|
|
|
We created two employees called Harry Potter and Cedric Diggory in the
|
|
**Employee** app. Both of them will work on a consultancy contract for our
|
|
customer Smith&Co where they will point their hours on a timesheet.
|
|
|
|
We thus need to create a **sales order** with a **service** product invoiced
|
|
**based on time and material** and tracked by timesheets with **hours** as unit
|
|
of measures.
|
|
|
|
.. image:: timesheets/timesheets03.png
|
|
:align: center
|
|
|
|
For more information on how to create a sales order based on time and
|
|
material please see :doc:`/applications/sales/sales/invoicing/time_materials`.
|
|
|
|
We save a Sales Order with the service product **External Consulting**. An
|
|
analytical account will automatically be generated once the **Sales Order**
|
|
is confirmed. Our employees will have to point to that account (in this
|
|
case **SO002-Smith&Co**) in order to be able to invoice their hours (see
|
|
picture below).
|
|
|
|
.. image:: timesheets/timesheets10.png
|
|
:align: center
|
|
|
|
Fill in timesheet
|
|
-----------------
|
|
|
|
As an employee linked to a user, Harry can enter the **Timesheet** app and
|
|
specify his timesheets for the contract. Logged on Harry's account we enter the
|
|
**Timesheet** app and enter a detailed line pointing to the **Analytical
|
|
Account** discussed above.
|
|
|
|
Harry worked three hours on a SWOT analysis for Smith&Co.
|
|
|
|
.. image:: timesheets/timesheets01.png
|
|
:align: center
|
|
|
|
In the meantime, Cedric discussed businesses needs with the customer for
|
|
1 hour and specified it as well in his personal timesheet, pointing as
|
|
well on the **Analytic Account**.
|
|
|
|
In the **Sales Order** we notice that the delivered amounts of hours is
|
|
automatically computed (see picture below).
|
|
|
|
.. image:: timesheets/timesheets02.png
|
|
:align: center
|
|
|
|
Analytic accounting
|
|
-------------------
|
|
|
|
Thanks to analytic accounts we are able to have an overview of HR cost
|
|
and revenues. All the revenues and cost of this transactions have been
|
|
registered in the **SO002-Smith&Co** account.
|
|
|
|
We can use two methods to analyze this situation.
|
|
|
|
Without filters
|
|
~~~~~~~~~~~~~~~
|
|
|
|
If we pointed all our costs and revenues of the project on the correct
|
|
analytical account we can easily retrieve the cost and revenues related
|
|
to this analytical account. Enter the *Accounting* app, select
|
|
:menuselection:`Adviser --> Analytic Accounts --> Open Charts`.
|
|
|
|
Note : you can specify a period for **Analysis**. If you want to open the
|
|
current situation you should keep the fields empty. We can already note
|
|
the credit and debit balance of the account.
|
|
|
|
.. image:: timesheets/timesheets12.png
|
|
:align: center
|
|
|
|
If we click on the account a special button is provided to have the
|
|
details of cost and revenues (see picture below).
|
|
|
|
.. image:: timesheets/timesheets13.png
|
|
:align: center
|
|
|
|
Click the button **Cost/Revenue** to have an overview of cost and revenues with the
|
|
corresponding description.
|
|
|
|
With filters
|
|
~~~~~~~~~~~~
|
|
|
|
We can thus filter this information from the **Analytic Entries**.
|
|
|
|
Enter the **Accounting** app, and click on :menuselection:`Adviser --> Analytic Entries`.
|
|
In this menu we have several options to analyse the human resource cost.
|
|
|
|
1. We filter on the **Analytic account** so we can see the cost and revenues
|
|
of the project. Add a custom **Filter** where the **Analytic Account**
|
|
contains the **Sales Order** number.
|
|
|
|
.. image:: timesheets/timesheets04.png
|
|
:align: center
|
|
|
|
In the results we see timesheets activities and invoiced lines with
|
|
the corresponding costs and revenues.
|
|
|
|
.. image:: timesheets/timesheets09.png
|
|
:align: center
|
|
|
|
2. We can group the different analytical accounts together and check
|
|
their respective revenues. Simply group by **Analytic account** and
|
|
select the **Graph view** to have a clear overview.
|
|
|
|
.. image:: timesheets/timesheets08.png
|
|
:align: center
|