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Project Management is a very flexible module for managing your projects and linking them with other applications, allowing your company to manage project phases, assign teams, and even track project-related time and work costs. Analytical accounting features will give you greater control over how project costs are linked to the company's general ledger.
1. Dashboard
After installing the "Project Module", click the project main menu to enter the project's dashboard:
you can see that you can see an overview of each project on the dashboard, and you can see the tasks associated with each project. Next we create a new project.
2. New project
Click the "Project" option in the configuration menu, and click to create the form corresponding to the project.project data table:
task as: If this box is checked, the project will be used to manage internal activities. The input box label_tasks field after as indicates that it is on the project board The ID given to the task above.
Project Manager: Associate the res.user data table.
Subtask item: Associate this form.
Privacy: Permission management, setting who can view the item.
After saving, you can see the created project in the dashboard:
3. Project Phase
Click the task management of the project. For our example, click TasksTest to enter the project stage management pipeline:
click "Add New Column" to add 3 stages
4. Project tasks
The main unit for tracking various activities related to a project is the project task. Odoo provides a quick way to add tasks to a project - click the plus sign:
click on the task to set the details, this form corresponds to the project.task data table:
there is a small green dot in the upper left corner, which represents the kanban_state field , there are three states:
normal-in progress, showing white, which is the default;
done-ready for the next stage, showing green to indicate that the task is ready to enter the next stage;
blocked-blocking, showing red, indicating that it is currently prevented from progressing to this point A task phase.
Below the dot is a yellow five-pointed star, which serves as the importance indicator of the current task. If you click it to turn yellow, it indicates that the task is of high importance, and then click it to turn white, indicating that the importance of the task is average. .
Initially planned hours: planned_hours, the estimated time to do the task, usually set by the project manager at the task draft stage.
Tags: Associate the project.tags data table.
Working hours are logged: progress, field is automatically calculated and cannot be entered manually.
4.1 Timesheet
Click the Timesheet tab, where the time spent on each item of the task is recorded, and the remaining time is automatically calculated. After entering an item, the "Working Time Recorded" field above will automatically calculate the time consumption percentage and progress bar:
5. Mission
Odoo has a special menu for viewing tasks:
in addition to the current Kanban view, you can also select lists, calendars, pivot tables, and graphs for viewing and analysis.
6. Settings
There are three tables in the settings: stage, project, and label. The stage option needs to be set in developer mode:
6.1 Stage
The stage is the pipeline stage in the project dashboard, but the business opportunity stage in the crm is similar, corresponding to the project.task.type data table.
6.2 Project
The item options have been introduced before, so I won't repeat them.
6.3 Labels
The tag option is the project.tag data table, the associated field in the project task table, the form has only one field: