documentation/content/applications/services/project/overview/setup.rst
Antoine Vandevenne (anv) 6f125de01b [MOV] content/*: move resource files into their related page's directory
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>
2022-05-19 11:33:49 +02:00

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========================
Get Started with Project
========================
Managing projects means managing people, tasks, due dates, budgets and predicted return on
investments. For all of it, you need a solution that allows you to reduce risks, get information at
a glance, have an overview of your progress and stay organized. And, from start to finish, to be
able to run multiple projects in parallel easily. Odoo Project application is the solution you need.
Creating a new project
======================
Click on *Create*. Specify the name of the project and choose which features you would like to
integrate. Note that they can be enabled afterward through *Settings*.
.. image:: setup/create_new.png
:align: center
:alt: Click on create to start a new project in Odoo Project
Manage your projects stages
============================
| Open your project and add as many columns as there are stages in your project.
| Each project stage can be characterized by a distinct set of activities, or your stages can guide
you to the different steps a project has to go through. It is important to set them right as they
lead you from the first idea or step to its conclusion, contributing to the overall success
of your project.
.. image:: setup/stages.png
:align: center
:alt: View of the stages created under a project in Odoo Project
| For each stage, there are markers for the status of tasks that you can personalize.
| Drag your mouse over a stage name, and click on :menuselection:`Settings --> Edit`.
.. image:: setup/edit_stage.png
:align: center
:height: 300
:alt: Click on settings then edit stage to edit in Odoo Project
The dots correspond to customizable markers applied on tasks, making it easier to know which tasks
require attention. You can give them any signification you like.
.. image:: setup/edit_form.png
:align: center
:height: 300
:alt: Image of the edit form of a stage in Odoo Project
Rearrange stages
================
| From the Kanban view of your project, you can add stages by clicking on *Add a column*.
| To rearrange the order of your stages easily do so by dragging and dropping columns. You can also
fold or unfold them on *Settings*.
.. image:: setup/fold_stage.png
:align: center
:height: 280
:alt: Click on setting then fold to hide a column in Odoo Project
.. seealso::
- :doc:`../tasks/collaborate`
- :doc:`../record_and_invoice/time_record`