documentation/content/applications/services/timesheets/overview/get_started.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

68 lines
2.8 KiB
ReStructuredText

===========================
Get Started with Timesheets
===========================
When you use timesheets (from any device, anywhere) to track the time spent on tasks, you are able
to bill customers for the exact right amount they should be billed. In addition to it, add a
description of the work done to have a reliable tracking and history, and compare the forecasted
times, all in favor of becoming a more proactive company.
Choose an encoding unit
=======================
| Under :menuselection:`Timesheets --> Configuration --> Settings`, choose the unit of measure to
register your timesheet. This provides tools and widgets to help you encoding.
| *Minimal duration* is the minimum time at which a task is recorded, when using the timer.
| *Rounding up* times up or down to the nearest minutes or hours, when using the timer.
For example: if the interval is set to 30min, a 14min entry shows up in reports as 0min, and
a 29min entry as 30min.
.. image:: get_started/get1.png
:align: center
:alt: Set the time unit used to record your timesheets in Odoo Timesheets application
.. note::
Reportings are expressed in hours, the default value.
Create a task from a SO & timesheet on it
=========================================
| Under the *General Settings* of your product, categorize it as a service.
| On the *Sales* tab, (section *Sales Invoicing Policy*) choose if you want to invoice customers
based on the quantity previous ordered (the one sent on a quotation, for instance), on the time
recorded (while the service was being executed), or by manually adding the time spent when
creating the invoice.
| Chose the right *Service Tracking* for you and, from now on, when a sales order is confirmed,
Odoo automatically creates a task/project (if that was the chosen option) and allows you to
timesheet on it.
.. image:: get_started/get2.png
:align: center
:alt: Choose the invoicing options under a product form in Odoo Timesheets application
Choose an Invoicing Policy
==========================
Go to :menuselection:`Timesheets --> Configuration --> Settings` and choose if you want the recorded
time to be directly invoiced, or if it should be approved first.
.. image:: get_started/get3.png
:align: center
:alt: Choose how to invoice the recorded times in Odoo Timesheets application
Send reminders
==============
| Choose to have an automatic email being sent to all users and managers who have not recorded their
times.
| Go to :menuselection:`Timesheets --> Configuration --> Settings` and enable the *Employee
Reminder* and *Manager Reminder* features.
.. image:: get_started/get4.png
:align: center
:alt: Activate timesheet reminders for managers and employees in Odoo Timesheets application
.. tip::
Odoo Timesheets continues to run even if there is no internet connection. The data syncs once you
are back online.