6f125de01b
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 closes odoo/documentation#2006 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
112 lines
4.0 KiB
ReStructuredText
112 lines
4.0 KiB
ReStructuredText
=========================
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Advanced Project Settings
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=========================
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Projects can be created for a specific customer or team, and can be coordinated among your
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employees through visibility options. Stages can be shared among tasks, and the exact time spent on
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each project can be tracked. All of it in favor of a more integrated and dynamic organization.
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Create advanced projects
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========================
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| Go to :menuselection:`Project --> Configuration --> Projects --> Create`.
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| Choose a *Customer* in order to create a project specifically for him. If not, simply leave the
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field blank.
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.. image:: advanced_projects/advanced_project.png
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:align: center
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:alt: Click on create and enable multiple options for an advanced project in Odoo Project
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Choose who can access a project
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To create a project for specific teams, under *Visibility*, choose who can have access to the
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project:
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- *Invited employees*: the ones who are followers (see :doc:`../tasks/collaborate`)
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- *All employees*.
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- *Portal users and all employees*: it enables the option *Share*. Recipients receive an
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email with an invitation to access the document (project).
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Choose an *Analytic Account* to track the profitability of your project in a specific account.
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Timesheet and record time on tasks
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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| To track the time spent on tasks, enable *Timesheets*.
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| In order to be able to launch a timer, also enable *Timesheet timer*.
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.. image:: advanced_projects/timesheet.png
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:align: center
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:alt: Tab timesheet is being shown under a task in Odoo Project
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Create sales orders from a task
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To invoice the time (service) and material used on a task, enable *Bill from tasks*. Then, choose
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the service/product which you would like to bill, or create one on the fly.
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.. image:: advanced_projects/create_sales_order.png
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:align: center
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:height: 270
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:alt: Menu create sales order is being shown under a task in Odoo Project
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Track the material used on a task
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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After enabling *Bill from Tasks*, enable *Products on Tasks* to track the products/material used
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during the work on a specific task.
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.. image:: advanced_projects/track_material.png
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:align: center
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:alt: Menu to add products is being shown under a task in Odoo Project
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Take advantage of worksheets
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Worksheets are reports of the work done. To customize and include them in your tasks, enable
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*Worksheets*. Choose an existing template or create one on the fly.
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.. image:: advanced_projects/worksheets.png
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:align: center
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:alt: Options worksheet and send report being shown under a task in Odoo Project
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Schedule shifts on projects
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To create shifts to manage your tasks, assign employees, and stay organized, enable *Planning*.
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.. image:: advanced_projects/planning_menu.png
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:align: center
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:width: 290
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:alt: Shortcut to planning from the dashboard in Odoo Project
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.. image:: advanced_projects/planning_view.png
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:align: center
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:alt: Planning view from a project in Odoo Project
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Manage employees work hours
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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*Working time* defines the number of your employees’ working hours. It adjusts the Gantt
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planning view of your interventions. Open the external link to adjust the daily hours.
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.. image:: advanced_projects/work_hours.png
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:align: center
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:height: 380
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:alt: Edit the working hours from Odoo Project
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Share stages across projects
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============================
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| In order to have a clean Kanban view that works across projects, and to avoid duplicates,
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delineate specific stages for different projects.
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| Activate the :ref:`developer mode <developer-mode>` then go to :menuselection:`Project -->
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Configuration --> Stages`. Choose the respective one and add the projects among which you would
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like to share stages.
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.. image:: advanced_projects/share_stages.png
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:align: center
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:alt: Open a stage and choose the projects to share it with in Odoo Project
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