761 lines
36 KiB
Plaintext
761 lines
36 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015, Odoo S.A.
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# This file is distributed under the same license as the Odoo Business package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Business 9.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2015-12-16 15:52+0100\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../project.rst:5
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msgid "Project"
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msgstr ""
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#: ../../project/advanced.rst:3
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msgid "Advanced"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:3
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msgid "How to use projects to handle claims/issues?"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:5
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msgid "A company selling support services often has to deal with problems occurring during the implementation of the project. These issues have to be solved and followed up as fast as possible in order to ensure the deliverability of the project and a positive customer satisfaction."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:10
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msgid "For example, as an IT company offering the implementation of your software, you might have to deal with customers emails experiencing technical problems. Odoo offers the opportunity to create dedicated support projects which automatically generate tasks upon receiving an customer support email. This way, the issue can then be assigned directly to an employee and can be closed more quickly."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:18
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#: ../../project/advanced/so_to_task.rst:24
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#: ../../project/configuration/time_record.rst:12
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#: ../../project/configuration/visualization.rst:15
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#: ../../project/planning/assignments.rst:10
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msgid "Configuration"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:20
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msgid "The following configuration are needed to be able to use projects for support and issues. You need to install the **Project management** and the **Issue Tracking** modules."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:31
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msgid "Create a project"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:33
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msgid "The first step in order to set up a claim/issue management system is to create a project related to those claims. Let's start by simply creating a **support project**. Enter the Project application dashboard, click on create and name your project **Support**. Tick the **Issues** box and rename the field if you want to customize the Issues label (e.g. **Bugs** or **Cases**). As issues are customer-oriented tasks, you might want to set the Privacy/Visibility settings to **Customer project** (therefore your client will be able to follow his claim in his portal)."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:43
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msgid "You can link the project to a customer if the project has been created to handle a specific client issues, otherwise you can leave the field empty."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:51
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msgid "Invite followers"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:53
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msgid "You can decide to notify your employees as soon as a new issue will be created. On the **Chatter** (bottom of the screen), you will notice two buttons on the right : **Follow** (green) and **No follower** (white). Click on the first to receive personally notifications and on the second to add others employees as follower of the project (see screenshot below)."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:63
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msgid "Set up your workflow"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:65
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msgid "You can easily personalize your project stages to suit your workflow by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column** (see image below). If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also edit, fold or unfold anytime your stages by using the **setting** icon on your desired stage."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:77
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msgid "Generate issues from emails"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:79
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msgid "When your project is correctly set up and saved, you will see it appearing in your dashboard. Note that an email address for that project is automatically generated, with the name of the project as alias."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:87
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msgid "If you cannot see the email address on your project, go to the menu :menuselection:`Settings --> General Settings` and configure your alias domain. Hit **Apply** and go back to your **Projects** dashboard where you will now see the email address under the name of your project."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:92
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msgid "Every time one of your client will send an email to that email address, a new issue will be created."
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:96
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#: ../../project/advanced/so_to_task.rst:113
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#: ../../project/planning/assignments.rst:137
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msgid ":doc:`../configuration/setup`"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:97
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msgid ":doc:`../configuration/collaboration`"
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msgstr ""
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#: ../../project/advanced/claim_issue.rst:98
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#: ../../project/advanced/feedback.rst:113
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msgid ":doc:`external`"
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msgstr ""
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#: ../../project/advanced/external.rst:3
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msgid "How to collaborate with external people?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:3
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msgid "How to gather feedback from customers?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:6
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#: ../../project/configuration/setup.rst:6
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#: ../../project/configuration/time_record.rst:6
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#: ../../project/overview.rst:3
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#: ../../project/overview/main_concepts.rst:3
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msgid "Overview"
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msgstr ""
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#: ../../project/advanced/feedback.rst:8
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msgid "As a manager, it's not always simple to follow everything your teams do. Having a simple customer feedback can be very interesting to evaluate the performances of your teams. You can very easily gather feedbacks from your customers using Odoo."
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msgstr ""
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#: ../../project/advanced/feedback.rst:13
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msgid "An e-mail can be sent during the project to get the customer feedbacks. He just has to choose between 3 smileys to assess your work (Smile, Neutral or Sad)."
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msgstr ""
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#: ../../project/advanced/feedback.rst:18
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msgid "How to gather feedbacks from customers"
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msgstr ""
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#: ../../project/advanced/feedback.rst:20
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msgid "Before getting started some configuration is necessary. First of all it's necessary to install the **Project** application. To do so simply go to the apps module and install it."
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msgstr ""
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#: ../../project/advanced/feedback.rst:27
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msgid "Moreover, in the same menu, you have to install the **Project Rating** module."
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msgstr ""
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#: ../../project/advanced/feedback.rst:33
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msgid "Next, go back into the back-end and enter the project module. Select the **Configuration** button and click on **Settings** in the dropdown menu. Next select **Allow activating customer rating on projects, at issue completion**. Don't forget to apply your changes."
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msgstr ""
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#: ../../project/advanced/feedback.rst:42
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msgid "How to get a Customer feedback?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:44
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msgid "A e-mail can be sent to the customers at each stage of the ongoing projects."
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msgstr ""
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#: ../../project/advanced/feedback.rst:47
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msgid "First, you need to choose for which projects you want to get a feedback."
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msgstr ""
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#: ../../project/advanced/feedback.rst:50
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msgid "Project configuration"
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msgstr ""
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#: ../../project/advanced/feedback.rst:52
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msgid "Go to the **Project** application, in the project settings select the **Customer satisfaction** option."
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msgstr ""
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#: ../../project/advanced/feedback.rst:59
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msgid "Email Template"
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msgstr ""
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#: ../../project/advanced/feedback.rst:61
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msgid "Go to the stage settings (click on the gear icon on the top of the stage column, then select **Edit**). Choose the e-mail template that will be used. You can directly edit it from there."
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msgstr ""
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#: ../../project/advanced/feedback.rst:68
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msgid "Here is an email example that a customer can receive :"
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msgstr ""
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#: ../../project/advanced/feedback.rst:74
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msgid "The customer just has to click on a smiley (Smile, Neutral or Sad) to assess your work. The customer can reply to the email to add more information. It will be added to the chatter of the task."
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msgstr ""
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#: ../../project/advanced/feedback.rst:79
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msgid "Reporting"
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msgstr ""
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#: ../../project/advanced/feedback.rst:81
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msgid "You have a brief summary on the satisfaction in the upper right corner of the project."
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msgstr ""
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#: ../../project/advanced/feedback.rst:88
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msgid "How to display the ratings on your website?"
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msgstr ""
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#: ../../project/advanced/feedback.rst:90
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msgid "First of all it's necessary to install the **Website Builder** application. To do so simply go to the apps module and search for the website builder."
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msgstr ""
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#: ../../project/advanced/feedback.rst:97
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msgid "Moreover, in the same menu, you have to install the **Website Rating Project Issue** module."
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msgstr ""
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#: ../../project/advanced/feedback.rst:103
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msgid "Then, you will be able to publish your result on your website by clicking on the website button in the upper right corner and confirming it in the front end of the website."
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msgstr ""
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#: ../../project/advanced/feedback.rst:111
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msgid ":doc:`claim_issue`"
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msgstr ""
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#: ../../project/advanced/feedback.rst:112
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msgid ":doc:`invoicing`"
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msgstr ""
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#: ../../project/advanced/invoicing.rst:3
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msgid "How to invoice time spent?"
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msgstr ""
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#: ../../project/advanced/publication.rst:3
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msgid "How to publish the project externally?"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:3
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msgid "How to create tasks from sales orders?"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:5
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msgid "In this section, we will see the integration between Odoo's **Project management** and **Sales** modules and more precisely how to generate tasks from sales order lines."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:9
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msgid "In project management, a task is an activity that needs to be accomplished within a defined period of time. For a company selling services, the task typically represents the service that has been sold to the customer and that needs to be delivered. This is why it is useful to be able to generate a task from a sale order in order to streamline the process between the Sales and Services departments."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:16
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msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer. On the sale order, the service will trigger the creation of a task from which the consultant will record timesheets and, if needed, reinvoice the client according to the overtime spent on the project."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:27
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msgid "Install the required applications"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:29
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msgid "In order to be able to generate a task from a sale order you will need to install the **Sales Management** and **Project** application. Simply go into the application module and install the following:"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:39
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msgid "Moreover if you wish to be able to invoice your customers based on time spent on the task, it is also necessary to install the **Timesheet** module. Simply go into the application module and install the following:"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:47
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msgid "Create and set up a product"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:49
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msgid "You need to configure your service on the product form itself in order to generate a task every time it will be sold. From the **Sales** module, use the menu :menuselection:`Sales --> Products` and create a new product with the`following setup:"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:54
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msgid "**Name**: Technical Support"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:56
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msgid "**Product Type**: Service"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:58
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msgid "**Unit of Measure**: Hours (go to :menuselection:`Configuration --> Settings` and, under **Unit of measures**, check the **Some products may be sold/purchased in different unit of measures (advanced)** radio button)"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:63
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msgid "**Invoicing policy**: You can set up your invoice policy either on ordered quantity or on delivered quantity. You can easily follow the amount of hours that were delivered and/or invoiced to your client."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:68
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msgid "**Track Service**: Create a task and track hours, as your product is a service invoiceable by hours you have to set the units of measures of the product to hours as well."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:76
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msgid "Link your task to an existing project or create a new one on the fly if the product is specific to one project. Otherwise, you can leave it blank, odoo will then create a project per SO."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:81
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msgid "Create the Sales Order"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:83
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msgid "Once the product is set up, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, the task will be created."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:91
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msgid "Access the task generated from the sale order"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:93
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msgid "On the Project module, your new task will appear :"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:95
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msgid "either on a related project if you have selected one in the product form"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:98
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msgid "either on a new project with the name of related the sale order as title (you can easily change the name of the project by clicking on :menuselection:`More --> Settings`)"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:105
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msgid "On the task itself, you will now be able to record timesheets and to invoice your customers based on your invoicing policy."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:109
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msgid "On Odoo, the central document is the sales order, which means that the source document of the task is the related sales order."
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:114
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msgid ":doc:`../../sales/invoicing/services/reinvoice`"
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msgstr ""
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#: ../../project/advanced/so_to_task.rst:115
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msgid ":doc:`../../sales/invoicing/services/support`"
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msgstr ""
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#: ../../project/application.rst:3
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msgid "Awesome Timesheet App"
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msgstr ""
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#: ../../project/application/intro.rst:3
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msgid "Demonstration Video"
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msgstr ""
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#: ../../project/application/intro.rst:11
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#: ../../project/overview/main_concepts/introduction.rst:11
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msgid "Transcript"
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msgstr ""
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#: ../../project/application/intro.rst:13
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msgid "Awesome Timesheet is a mobile app that helps me to instantly record any time spent on projects in just a click. It's so effortless."
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msgstr ""
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#: ../../project/application/intro.rst:16
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msgid "Regardless of the device, the timesheet app is just one click away. Look at the chrome plugin. No need to sign in, just click and start. It's smooth. It works offline too and is automatically synchronized with my Odoo account."
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msgstr ""
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#: ../../project/application/intro.rst:21
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msgid "Plus, I get individual statistics via the mobile and chrome plugin. I can go further in the analysis in my Odoo account. I receive reports of timesheets per user, drill-down per project, and much more."
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msgstr ""
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#: ../../project/application/intro.rst:25
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msgid "Awesome Timesheet is fully integrated with Odoo invoicing, the customer billing is done automatically. But also with Odoo projects. It's time-saving!"
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msgstr ""
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#: ../../project/application/intro.rst:28
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msgid "Download awesome timesheet now and gain in productivity."
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msgstr ""
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#: ../../project/configuration.rst:3
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msgid "Configuration and basic usage"
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msgstr ""
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#: ../../project/configuration/collaboration.rst:3
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msgid "How to manage & collaborate on tasks?"
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msgstr ""
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#: ../../project/configuration/setup.rst:3
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msgid "How to set up & configure a project?"
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msgstr ""
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#: ../../project/configuration/setup.rst:8
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msgid "Odoo Project allows you to manage a project together with your whole team, and to communicate with any member for each project and task."
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msgstr ""
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#: ../../project/configuration/setup.rst:11
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msgid "It works with projects containing tasks following customizable stages. A can be internal or customer-oriented. A task is something to perform as part of a project. You will be able to give different tasks to several employees working on this project."
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msgstr ""
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#: ../../project/configuration/setup.rst:17
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msgid "Installing the Project module"
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msgstr ""
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#: ../../project/configuration/setup.rst:19
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msgid "Open the **Apps** module, search for **Project Management**, and click on **Install**."
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msgstr ""
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#: ../../project/configuration/setup.rst:26
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msgid "Creating a new project"
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msgstr ""
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#: ../../project/configuration/setup.rst:28
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msgid "Open the **Project** application, and click on **Create**. From this window, you can specify the name of the project and set up the privacy of the project."
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msgstr ""
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#: ../../project/configuration/setup.rst:32
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msgid "The privacy setting works as:"
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msgstr ""
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#: ../../project/configuration/setup.rst:34
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msgid "**Customer Project**: visible in portal if the customer is a follower."
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msgstr ""
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#: ../../project/configuration/setup.rst:37
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msgid "**All Employees**: employees see all tasks or issues."
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msgstr ""
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#: ../../project/configuration/setup.rst:39
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msgid "**Private Project**: followers can see only the followed tasks or issues"
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msgstr ""
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#: ../../project/configuration/setup.rst:42
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msgid "You can also specify if the project is destined to a customer, or leave the **Customer** field empty if not."
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msgstr ""
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#: ../../project/configuration/setup.rst:48
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msgid "When you have entered all the required details, click on **Save**."
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msgstr ""
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#: ../../project/configuration/setup.rst:51
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msgid "Manage your project's stages"
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msgstr ""
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#: ../../project/configuration/setup.rst:54
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msgid "Add your project's stages"
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msgstr ""
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#: ../../project/configuration/setup.rst:56
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msgid "On your project's dashboard. Click on **# Tasks**."
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msgstr ""
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#: ../../project/configuration/setup.rst:61
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msgid "In the new window, add a new column and name it according to the first stage of your project, then add as many columns as there are stages in your project."
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msgstr ""
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#: ../../project/configuration/setup.rst:68
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msgid "For each stage, there are markers for the status of tasks within a stage, that you can personalize to fit your needs."
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msgstr ""
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#: ../../project/configuration/setup.rst:71
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msgid "Drag your mouse pointer over a stage name, and click on the appearing bearing, and on the opening menu, click on **Edit**."
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msgstr ""
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#: ../../project/configuration/setup.rst:77
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msgid "A new window will open. The color dots and star icon correspond to customizable markers applied on tasks, making it easier to know what task requires attention. You can give them any signification you like."
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msgstr ""
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#: ../../project/configuration/setup.rst:84
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msgid "Click on **Save** when you are done."
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msgstr ""
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#: ../../project/configuration/setup.rst:87
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msgid "Rearrange stages"
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msgstr ""
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#: ../../project/configuration/setup.rst:89
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msgid "You can easily personalize this view to better suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column**. If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the **Setting** icon on your desired stage."
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msgstr ""
|
|
|
|
#: ../../project/configuration/setup.rst:100
|
|
msgid ":doc:`visualization`"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/setup.rst:101
|
|
msgid ":doc:`collaboration`"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/setup.rst:102
|
|
msgid ":doc:`time_record`"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:3
|
|
msgid "How to record time spent?"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:8
|
|
msgid "Odoo allows you to record the time spent per employee and per project, for simple reports as well as for direct invoicing to the customer."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:14
|
|
msgid "In order to record the time spent on projects, you must first activate the invoicing of timesheets. Into the **Project** application, open :menuselection:`Configuration --> Settings`. In the **Timesheets** section of the page, tick **Activate timesheets on issues**."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:23
|
|
msgid "Activating the option will install the Sales, Invoicing, Issue Tracking, Employee and Timesheet apps."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:27
|
|
msgid "Recording timesheets"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:29
|
|
msgid "You can record the time spent in projects straight from the projects application. You can either record timesheets in a project, or in a task."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:34
|
|
msgid "Recording in a project"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:36
|
|
msgid "In the **Project** application dashboard, open the **More** menu of the project you want to record timesheets for, and click on **Timesheets**."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:42
|
|
msgid "In the new window, click on **Create** and insert the required details, then click on **Save**."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:49
|
|
msgid "Recording in a task"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:51
|
|
msgid "In the **Project** app, open the project you want to record timesheets for, and open the task on which you have been working."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/time_record.rst:54
|
|
msgid "In the task, click on **Edit**, open the **Timesheets** tab and click on **Add an item**. Insert the required details, then click on **Save**."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:3
|
|
msgid "How to visualize a project's tasks?"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:5
|
|
msgid "How to visualize a project's tasks"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:7
|
|
msgid "Tasks are assignments that members of your organisations have to fulfill as part of a project. In day to day business, your company might struggle due to the important amount of tasks to fulfill. Those task are already complex enough. Having to remember them all and follow up on them can be a real burden. Luckily, Odoo enables you to efficiently visualize and organize the different tasks you have to cope with."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:17
|
|
msgid "The only configuration needed is to install the project module in the module application."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:24
|
|
msgid "Creating Tasks"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:26
|
|
msgid "Once you created a project, you can easily generate tasks for it. Simply open the project and click on create a task."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:32
|
|
msgid "You then first give a name to your task, the related project will automatically be filled in, assign the project to someone, and select a deadline if there is one."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:40
|
|
#: ../../project/planning/assignments.rst:47
|
|
msgid "Get an overview of activities with the kanban view"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:42
|
|
msgid "Once you created several tasks, they can be managed and followed up thanks to the Kanban view."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:45
|
|
msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and which one have the higher priorities."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:49
|
|
#: ../../project/planning/assignments.rst:53
|
|
msgid "The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:57
|
|
msgid "How to nototify your collegues about the status of a task?"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:63
|
|
#: ../../project/planning/assignments.rst:80
|
|
msgid "Sort tasks by priority"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:65
|
|
msgid "On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will be automatically moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as **high priority**. For the tasks that are not tagged, Odoo will automatically classify them according to their deadlines."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:72
|
|
msgid "Note that dates that passed their deadlines will appear in red (in the list view too) so you can easily follow up the progression of different tasks."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:80
|
|
#: ../../project/planning/assignments.rst:119
|
|
msgid "Keep an eye on deadlines with the Calendar view"
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:82
|
|
msgid "If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadline in a single window."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:89
|
|
#: ../../project/planning/assignments.rst:128
|
|
msgid "All the tasks are tagged with a color corresponding to the employee assigned to them. You can easily filter the deadlines by employees by ticking the related boxes on the right of the calendar view."
|
|
msgstr ""
|
|
|
|
#: ../../project/configuration/visualization.rst:94
|
|
#: ../../project/planning/assignments.rst:133
|
|
msgid "You can easily change the deadline from the Calendar view by dragging and dropping the task to another case."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:3
|
|
msgid "Introduction to Odoo Project"
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:13
|
|
msgid "As a business manager, I have a varied job involving multiple stakeholders. To manage every task seamlessly, Odoo Projects is of great help."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:17
|
|
msgid "With Odoo Projects, our project team members can easily plan and execute the launching of a new product line in Canada. I organized this project by creating different stages. It allows us to clearly identify the status of any task at any time, and for any user. It is convenient for any other project manager too."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:24
|
|
msgid "These well-structured project stages are fully customizable. Here I identify one missing stage, I can easily add it in just a click. In our project management process, I proceed to a final review, so I add this stage. Odoo projects is designed to work for any kind of business."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:30
|
|
msgid "Once a task is done, each colleague can highlight it by changing its status. That will help the project manager to review the task before changing the stage with a simple drag and drop. Easy, right?"
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:35
|
|
msgid "We can also organize the different tasks by adapting the view. Here, I select the list view, which shows other information such as the working time progress. If I click on my task, I land on the form view where I can edit the planned hours and enter my timesheets. This is a great tool for any project manager. Controlling the working time progress and the time spent for each team member is essential. I set the time for the sales team training to 24 hours. Today, I prepared the material, so I will log 4 hours in the timesheet. The working time progress updates automatically. Thanks to this timesheet integration, the project manager has a thorough follow-up on the progress of each task."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:49
|
|
msgid "Another great feature in Odoo projects is the forecast tool. When it is activated, I can plan resources per project and the workload. Therefore, the time allocation for other projects is much easier. For this project, I have to train members of the sales team. It will require 50% of my time until the end of the week. As project manager, I can do this resource allocation for any user and adapt it according to their other projects. This will prevent any form of time overlap. I can reassign a task or adapt the deadline. Odoo projects is the perfect app for strategic and executive planning."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:61
|
|
msgid "Plus, every aspect of any project can be analyzed, thanks to the reports. For example, We can have a report of effective hours spent in comparison with the planned hours. I can assess the profitability of any project, any task, or any team member. I can also look at the number of hours assigned to each team member."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:68
|
|
msgid "Another element of an excellent project management is communication. This is a key factor for the success of any project. While dealing with multiple stakeholders, being able to share documents directly in the task is very helpful. With Odoo projects, I can discuss through the chat feature that is always one-click away. I can also start a new conversation with anyone in my team."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:76
|
|
msgid "In addition to being a powerful app for managing projects seamlessy, Odoo projects is also an effective customer service or after-sales app. With it, I can follow any customer issue, even create a dedicated support project. The app also automatically creates an invoice of time spent on tasks or issues."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:83
|
|
msgid "Odoo projects is a powerful, yet easy-to-use app. At first, I used the planner to clearly state my objectives and set up the project app. Get this app, it will help you get started quickly too."
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:88
|
|
msgid "Start your free trial now and better manage your projects with Odoo!"
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/introduction.rst:91
|
|
msgid "Start your free trial now with the CRM sales people love"
|
|
msgstr ""
|
|
|
|
#: ../../project/overview/main_concepts/terminology.rst:3
|
|
msgid "Terminology"
|
|
msgstr ""
|
|
|
|
#: ../../project/planning.rst:3
|
|
msgid "Planning your project"
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:3
|
|
msgid "How to plan and track employees' assignments?"
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:5
|
|
msgid "Following and planning your employees' assignments can be a heavy challenge especially when you manage several people. Luckily, using Odoo Project, you can handle it in only a couple of clicks."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:12
|
|
msgid "The only necessary configuration is to install the **Project Management** module. To do so, go in the application module, search for project and install the application."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:19
|
|
msgid "If you wish to manage time estimation, you will need to enable timesheets on tasks. From the **Project** application, go to :menuselection:`Configuration --> Settings` in the dropdown menu. Then, under **Time Work Estimation**, select the **manage time estimation on tasks** option. Do not forget to apply your changes."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:28
|
|
msgid "This feature will create a progress bar in the form view of your tasks. Every time your salesperson will add working time in his timesheet, the bar will be updated accordingly, based on the initially planned hours."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:36
|
|
msgid "Manage tasks with views"
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:38
|
|
msgid "You can have an overview of your different task thanks to the multiple views available with Odoo. Three main views will help you to plan and follow up on your employees' tasks: the kanban view, the list view (using timesheets) and the calendar view."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:43
|
|
msgid "Create and edit tasks in order to fill up your pipeline. Don't forget to fill in a responsible person and an estimated time if you have one."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:49
|
|
msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and the ones having the higher priorities."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:61
|
|
msgid "Add/rearrange stages"
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:63
|
|
msgid "You can easily personalize your project to suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column** (see image below). If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the **setting** icon on your desired stage."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:75
|
|
msgid "Create one column per stage in your working process. For example, in a development project, stages might be: Specifications, Development, Test, Done."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:82
|
|
msgid "On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will automatically be moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as **high priority**. For the tasks that are not tagged, Odoo will automatically classify them according to their deadlines."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:89
|
|
msgid "Note that dates that passed their deadlines will appear in red( in the list view too) so you can easily follow up the progression of different tasks."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:97
|
|
msgid "Don't forget you can filter your tasks with the filter menu."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:100
|
|
msgid "Track the progress of each task with the list view"
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:102
|
|
msgid "If you enabled the **Manage Time Estimation on Tasks**, your employees will be able to log their activities on tasks under the **Timesheets** sub-menu along with their duration. The **Working Time Progress** bar will be updated each time the employee will add an activity."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:110
|
|
msgid "As a manager, you can easily overview the time spent on tasks for all employees by using the list view. To do so, access the project of your choice and click on the List view icon (see below). The last column will show you the progression of each task."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:121
|
|
msgid "If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadlines in a single window."
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/assignments.rst:138
|
|
msgid ":doc:`forecast`"
|
|
msgstr ""
|
|
|
|
#: ../../project/planning/forecast.rst:3
|
|
msgid "How to forecast tasks?"
|
|
msgstr ""
|
|
|
|
#: ../../project/reporting.rst:3
|
|
msgid "Reporting & Analysis"
|
|
msgstr ""
|
|
|
|
#: ../../project/reporting/close_issue.rst:3
|
|
msgid "How to track velocity to close issues?"
|
|
msgstr ""
|
|
|
|
#: ../../project/reporting/efficiency.rst:3
|
|
msgid "How to report project efficiency?"
|
|
msgstr ""
|
|
|
|
#: ../../project/reporting/workload.rst:3
|
|
msgid "How to analyze workload?"
|
|
msgstr ""
|
|
|