diff --git a/project/advanced.rst b/project/advanced.rst index 967e96d3a..7e3914ecc 100644 --- a/project/advanced.rst +++ b/project/advanced.rst @@ -5,5 +5,4 @@ Advanced .. toctree:: :titlesonly: - advanced/advanced_projects advanced/feedback diff --git a/project/advanced/advanced_projects.rst b/project/advanced/advanced_projects.rst deleted file mode 100644 index 8d92019eb..000000000 --- a/project/advanced/advanced_projects.rst +++ /dev/null @@ -1,111 +0,0 @@ -========================= -Advanced Project Settings -========================= - -Projects can be created for a specific customer or team, and can be coordinated among your -employees through visibility options. Stages can be shared among tasks, and the exact time spent on -each project can be tracked. All of it in favor of a more integrated and dynamic organization. - -Create advanced projects -======================== -| Go to :menuselection:`Project --> Configuration --> Projects --> Create`. -| Choose a *Customer* in order to create a project specifically for him. If not, simply leave the - field blank. - -.. image:: media/advanced_project.png - :align: center - :alt: Click on create and enable multiple options for an advanced project in Odoo Project - -Choose who can access a project -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -To create a project for specific teams, under *Visibility*, choose who can have access to the -project: - -- *Invited employees*: the ones who are followers. -- *All employees*. -- *Portal users and all employees*: it enables the option *Share*. Recipients receive an - email with an invitation to access the document (project). - -Choose an *Analytic Account* to track the profitability of your project in a specific account. - -Timesheet and record time on tasks -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -| To track the time spent on tasks, enable *Timesheets*. -| In order to be able to launch a timer, also enable *Timesheet timer*. - -.. image:: media/timesheet.png - :align: center - :alt: Tab timesheet is being shown under a task in Odoo Project - -Create sales orders from a task -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -To invoice the time (service) and material used on a task, enable *Bill from tasks*. Then, choose -the service/product which you would like to bill, or create one on the fly. - -.. image:: media/create_sales_order.png - :align: center - :height: 270 - :alt: Menu create sales order is being shown under a task in Odoo Project - -Track the material used on a task -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -After enabling *Bill from Tasks*, enable *Products on Tasks* to track the products/material used -during the work on a specific task. - -.. image:: media/track_material.png - :align: center - :alt: Menu to add products is being shown under a task in Odoo Project - -Take advantage of worksheets -~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -Worksheets are reports of the work done. To customize and include them in your tasks, enable -*Worksheets*. Choose an existing template or create one on the fly. - -.. image:: media/worksheets.png - :align: center - :alt: Options worksheet and send report being shown under a task in Odoo Project - -Schedule shifts on projects -~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -To create shifts to manage your tasks, assign employees, and stay organized, enable *Planning*. - -.. image:: media/planning_menu.png - :align: center - :width: 290 - :alt: Shortcut to planning from the dashboard in Odoo Project - -.. image:: media/planning_view.png - :align: center - :alt: Planning view from a project in Odoo Project - -Manage employees work hours -~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -*Working time* defines the number of your employees’ working hours. It adjusts the Gantt -planning view of your interventions. Open the external link to adjust the daily hours. - -.. image:: media/work_hours.png - :align: center - :height: 380 - :alt: Edit the working hours from Odoo Project - -Share stages across projects -============================ - -| In order to have a clean Kanban view that works across projects, and to avoid duplicates, - delineate specific stages for different projects. -| :doc:`Activate the Developer mode <../../general/developer_mode/activate>` then go to - :menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add - the projects among which you would like to share stages. - -.. image:: media/share_stages.png - :align: center - :alt: Open a stage and choose the projects to share it with in Odoo Project - - diff --git a/project/advanced/media/advanced_project.png b/project/advanced/media/advanced_project.png deleted file mode 100644 index 94583bc1d..000000000 Binary files a/project/advanced/media/advanced_project.png and /dev/null differ diff --git a/project/advanced/media/create_sales_order.png b/project/advanced/media/create_sales_order.png deleted file mode 100644 index 3e985d0df..000000000 Binary files a/project/advanced/media/create_sales_order.png and /dev/null differ diff --git a/project/advanced/media/planning_menu.png b/project/advanced/media/planning_menu.png deleted file mode 100644 index 5470616ba..000000000 Binary files a/project/advanced/media/planning_menu.png and /dev/null differ diff --git a/project/advanced/media/planning_view.png b/project/advanced/media/planning_view.png deleted file mode 100644 index f7915c806..000000000 Binary files a/project/advanced/media/planning_view.png and /dev/null differ diff --git a/project/advanced/media/share_stages.png b/project/advanced/media/share_stages.png deleted file mode 100644 index 7d22e8784..000000000 Binary files a/project/advanced/media/share_stages.png and /dev/null differ diff --git a/project/advanced/media/timesheet.png b/project/advanced/media/timesheet.png deleted file mode 100644 index 8d1f6459c..000000000 Binary files a/project/advanced/media/timesheet.png and /dev/null differ diff --git a/project/advanced/media/track_material.png b/project/advanced/media/track_material.png deleted file mode 100644 index 6a37906f8..000000000 Binary files a/project/advanced/media/track_material.png and /dev/null differ diff --git a/project/advanced/media/work_hours.png b/project/advanced/media/work_hours.png deleted file mode 100644 index 80de31c8b..000000000 Binary files a/project/advanced/media/work_hours.png and /dev/null differ diff --git a/project/advanced/media/worksheets.png b/project/advanced/media/worksheets.png deleted file mode 100644 index 7b17eebe1..000000000 Binary files a/project/advanced/media/worksheets.png and /dev/null differ