[REF][MOV] documentation apocalypse
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
- The theme, config, Makefile, and similar technical resources had to
be duplicated. This resulted in inconsistent layout, features, and
build environments from one documentation to another.
- Some pages did not fit either documentation as they were relevant
for both users and developers. Some were relevant to neither of the
two (e.g., DB management).
- Cross-doc references had to be absolute links and they broke often.
- Merging large image files in the developer documentation would bloat
the odoo/odoo repository. Some contributions had to be lightened to
avoid merging too many images (e.g., Odoo development tutorials).
- Long-time contributors to the user documentation were chilly about
going through the merging process of the developer documentation
because of the runbot, mergebot, `odoo-dev` repository, etc.
- Some contributors would look for the developer documentation in the
`odoo/documentation-user` repository.
- Community issues about the user documentation were submitted on the
`odoo/odoo` repository and vice-versa.
Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.
As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.
The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.
task-2351938
task-2352371
task-2205684
task-2352544
Closes #945
This commit is contained in:
committed by
Antoine Vandevenne (anv)
parent
eac5e9f865
commit
e3fee2cf46
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======================================================
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How to track costs of human resources with timesheets?
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======================================================
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Human resource of course has a cost. It is interesting to see how much a
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particular contract costs the company in term of human power in relation
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to the invoiced amounts.
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We will take the following example: Our two employees **Harry Potter** and
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**Cedric Digory** both work on a **Consultancy pack** for our customer
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**Smith&Co**. Harry is paid 18€ p.h. and Cedric's salary is 12€ p.h. We
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would like to track their timesheet costs within the accounting app, and
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compare them with the revenue of the consultancy service.
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Configuration
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=============
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First, install the three applications necessary to use this
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functionality, namely **Accounting**, **Sales** and **Timesheet**. Enter the apps
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module name and install them.
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.. image:: media/timesheets14.png
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:align: center
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.. image:: media/timesheets05.png
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:align: center
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.. image:: media/timesheets11.png
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:align: center
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Next you will need to enable analytical accounting. To do so enter the
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**Accounting app**. Select :menuselection:`Configuration --> Settings` and tick the
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**Analytic accounting** option (see picture below)
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.. image:: media/timesheets06.png
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:align: center
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Apply your changes.
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Create an employee
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------------------
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In order to check the revenue of an employee you need to have one. To
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create an employee enter the **Employee** app. Select **Employees** and
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create a new employee, fill in the name and the basic information.
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On the employee sheet enter the **HR settings** tab. Here you are able to
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specify the **Timesheet Cost** of your employee. In this case Harry has a
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cost of 18 euros / hours. We will thus fill in 18 in this field.
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.. image:: media/timesheets07.png
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:align: center
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.. note::
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If you want the employee to be able to enter timesheets he
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needs to be related to a User.
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Repeat the operation to create the Cedric Digory employee. Don't forget
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to specify its related user and **Timesheet Costs**.
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Issue a Sales Order
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--------------------
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We created two employees called Harry Potter and Cedric Diggory in the
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**Employee** app. Both of them will work on a consultancy contract for our
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customer Smith&Co where they will point their hours on a timesheet.
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We thus need to create a **sales order** with a **service** product invoiced
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**based on time and material** and tracked by timesheets with **hours** as unit
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of measures.
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.. image:: media/timesheets03.png
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:align: center
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For more information on how to create a sales order based on time and
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material please see: *How to invoice based on time and material* (Work in Progress).
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.. todo::
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Add a link, and the document is under
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Sales --> Invoicing Methods --> Services --> How to invoices blabla
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We save a Sales Order with the service product **External Consulting**. An
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analytical account will automatically be generated once the **Sales Order**
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is confirmed. Our employees will have to point to that account (in this
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case **SO002-Smith&Co**) in order to be able to invoice their hours (see
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picture below).
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.. image:: media/timesheets10.png
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:align: center
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Fill in timesheet
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-----------------
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As an employee linked to a user, Harry can enter the **Timesheet** app and
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specify his timesheets for the contract. Logged on Harry's account we enter the
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**Timesheet** app and enter a detailed line pointing to the **Analytical
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Account** discussed above.
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Harry worked three hours on a SWOT analysis for Smith&Co.
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.. image:: media/timesheets01.png
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:align: center
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In the meantime, Cedric discussed businesses needs with the customer for
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1 hour and specified it as well in his personal timesheet, pointing as
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well on the **Analytic Account**.
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In the **Sales Order** we notice that the delivered amounts of hours is
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automatically computed (see picture below).
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.. image:: media/timesheets02.png
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:align: center
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Analytic accounting
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-------------------
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Thanks to analytic accounts we are able to have an overview of HR cost
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and revenues. All the revenues and cost of this transactions have been
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registered in the **SO002-Smith&Co** account.
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We can use two methods to analyze this situation.
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Without filters
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~~~~~~~~~~~~~~~
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If we pointed all our costs and revenues of the project on the correct
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analytical account we can easily retrieve the cost and revenues related
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to this analytical account. Enter the *Accounting* app, select
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:menuselection:`Adviser --> Analytic Accounts --> Open Charts`.
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Note : you can specify a period for **Analysis**. If you want to open the
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current situation you should keep the fields empty. We can already note
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the credit and debit balance of the account.
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.. image:: media/timesheets12.png
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:align: center
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If we click on the account a special button is provided to have the
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details of cost and revenues (see picture below).
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.. image:: media/timesheets13.png
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:align: center
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Click the button **Cost/Revenue** to have an overview of cost and revenues with the
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corresponding description.
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With filters
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~~~~~~~~~~~~
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We can thus filter this information from the **Analytic Entries**.
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Enter the **Accounting** app, and click on :menuselection:`Adviser --> Analytic Entries`.
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In this menu we have several options to analyse the human resource cost.
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1. We filter on the **Analytic account** so we can see the cost and revenues
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of the project. Add a custom **Filter** where the **Analytic Account**
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contains the **Sales Order** number.
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.. image:: media/timesheets04.png
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:align: center
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In the results we see timesheets activities and invoiced lines with
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the corresponding costs and revenues.
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.. image:: media/timesheets09.png
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:align: center
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2. We can group the different analytical accounts together and check
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their respective revenues. Simply group by **Analytic account** and
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select the **Graph view** to have a clear overview.
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.. image:: media/timesheets08.png
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:align: center
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