diff options
| author | Fabien Pinckaers <fp@openerp.com> | 2015-09-06 11:42:28 +0200 |
|---|---|---|
| committer | Fabien Pinckaers <fp@openerp.com> | 2015-09-06 11:42:28 +0200 |
| commit | a821430ac951c81096454d860a85e00b7e7bcbc0 (patch) | |
| tree | d8cea1173c5f7de2eec112447563e31a30c5e1a1 /addons/project/web_planner_data.xml | |
| parent | f6bf8f818bab05a122984f9233681db6d8532b62 (diff) | |
[IMP] cleaning of planners, work in progress
Diffstat (limited to 'addons/project/web_planner_data.xml')
| -rw-r--r-- | addons/project/web_planner_data.xml | 421 |
1 files changed, 187 insertions, 234 deletions
diff --git a/addons/project/web_planner_data.xml b/addons/project/web_planner_data.xml index 83313ec6827..9ed6c494418 100644 --- a/addons/project/web_planner_data.xml +++ b/addons/project/web_planner_data.xml @@ -117,152 +117,136 @@ <t t-set="page_menutitle" t-value="'Projects'"/> <p class="text-muted">Depending on what you need and how you want to manage, there are several ways to do things in Odoo. First, choose if you want to think in terms of tasks or issues. Then, activate Timesheets if you need them.</p> <h4>1. Learn about Tasks, Issues and Timesheets.</h4> - <section> - <div class="row"> - <div class="col-md-12"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa fa-check-square-o"/> - <strong> Tasks</strong> - </span> - </div> - <div class="panel-body"> - <p><strong>An internal activity</strong> that should be done within a defined period of time.</p> - <p><strong>Example: </strong></p> - <p>During a meeting, a customer asks a manager for a few modifications to a project. - </p> - <p>Back at the office, the manager splits the customer's demands into several tasks and delegates them to several employees.</p> - <p>Each employee will have their own simple task, while the manager will be able to follow the global advancement from the Kanban view of the project.</p> - <p>Tasks are the main mechanism in Odoo and are activated by default.</p> - </div> + <div class="row"> + <div class="col-md-4"> + <div class="panel panel-success"> + <div class="panel-heading"> + <span class="panel-title"> + <span class="fa fa-check-square-o"/> + <strong> Tasks</strong> + </span> </div> - </div> - </div> - <div class="row"> - <div class="col-md-12"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa fa-exclamation-circle"/> - <strong> Issues</strong> - </span> - </div> - <div class="panel-body"> - <p> - <strong>A problem or request from a customer</strong> that needs to be identified, solved and followed up asap.</p> - <p><strong>Example: </strong></p> - <p>A customer sends a complaint to support@yourcompany.com: an Issue is automatically created into a 'Support level 1' project based on the original email from the customer.</p><br/> - <p>To use Issues, install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'project_issue')">Issue Tracking app.</a> - </p> - </div> + <div class="panel-body"> + <p><strong>An internal activity</strong> that should be done within a defined period of time.</p> + <p><strong>Example: </strong></p> + <p>During a meeting, a customer asks a manager for a few modifications to a project. + </p> + <p>Back at the office, the manager splits the customer's demands into several tasks and delegates them to several employees.</p> + <p>Each employee will have their own simple task, while the manager will be able to follow the global advancement from the Kanban view of the project.</p> + <p>Tasks are the main mechanism in Odoo and are activated by default.</p> </div> </div> - </div> - <div class="row"> - <div class="col-md-12"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa fa-clock-o"/> - <strong> Timesheets</strong> - </span> - </div> - <div class="panel-body"> - <p> - Timesheets can be used for several purposes: - </p> - <p><li> <strong>Getting reports</strong> on what your employees are working on</li> - <li> <strong>Getting statistics</strong> on how much time a task takes to be completed</li> - <li> <strong>Invoicing your customers</strong> on Time & Material projects</li></p> - <p>To use Timesheets, go to your <a t-att-href="prepare_backend_url( - 'project.action_config_settings')">Project Settings</a> and activate:</p> - <p><li>for Tasks: 'Log work activities on tasks'</li> - <li>for Issues: 'Activate timesheets on issues'</li></p> - <p>You can learn more about Timesheets in the Timesheets section of this planner.</p> - </div> + </div><div class="col-md-4"> + <div class="panel panel-success"> + <div class="panel-heading"> + <span class="panel-title"> + <span class="fa fa-exclamation-circle"/> + <strong> Issues</strong> + </span> + </div> + <div class="panel-body"> + <p> + <strong>A problem or request from a customer</strong> that needs to be identified, solved and followed up asap.</p> + <p><strong>Example: </strong></p> + <p>A customer sends a complaint to support@yourcompany.com: an Issue is automatically created into a 'Support level 1' project based on the original email from the customer.</p><br/> + <p>To use Issues, install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'project_issue')">Issue Tracking app.</a> + </p> </div> </div> - </div> - - <div class="row"> - <div class="o_planner_notebook_container col-md-12"> - <h4>2. Now, take some time to list <strong>the Projects you'll need:</strong></h4> - <ul class="o_planner_notebook"> - <div class="o_planner_notebook_line_separator"></div> - <li class="o_planner_notebook_header"> - <h5>Your Projects: </h5> - </li> - <li><span>#1</span> - <div class="small"> - <input id="input_element_prj1" value="" line="1" type="text"/> - <input type="radio" id="input_element_rowtask1" name="row1" checked="checked"/>Tasks - <input type="radio" id="input_element_rowissue1" name="row1"/>Issues - <input type="checkbox" id="input_element_rowtime1" name="rowtime1"/>with Timesheet - </div></li> - <li><span>#2</span> - <div class="small"> - <input id="input_element_prj2" value="" line="1" type="text"/> - <input type="radio" id="input_element_rowtask2" name="row2" checked="checked"/>Tasks - <input type="radio" id="input_element_rowissue2" name="row2"/>Issues - <input type="checkbox" id="input_element_rowtime2" name="rowtime2"/>with Timesheet - </div></li> - <li><span>#3</span> - <div class="small"> - <input id="input_element_prj3" value="" line="1" type="text"/> - <input type="radio" id="input_element_rowtask3" name="row3" checked="checked"/>Tasks - <input type="radio" id="input_element_rowissue3" name="row3"/>Issues - <input type="checkbox" id="input_element_rowtime3" name="rowtime3"/>with Timesheet - </div></li> - <li><span>#4</span> - <div class="small"> - <input id="input_element_prj4" value="" line="1" type="text"/> - <input type="radio" id="input_element_rowtask4" name="row4" checked="checked"/>Tasks - <input type="radio" id="input_element_rowissue4" name="row4"/>Issues - <input type="checkbox" id="input_element_rowtime4" name="rowtime4"/>with Timesheet - </div></li> - <li><span>#5</span> - <div class="small"> - <input id="input_element_prj5" value="" line="1" type="text"/> - <input type="radio" id="input_element_rowtask5" name="row5" checked="checked"/>Tasks - <input type="radio" id="input_element_rowissue5" name="row5"/>Issues - <input type="checkbox" id="input_element_rowtime5" name="rowtime5"/>with Timesheet - </div></li> - </ul> - </div> - </div> - - <table class="table"> - <thead> - <th><h4><span class="fa fa-thumbs-o-up"/> The <strong>Right Way</strong> to use projects:</h4></th> - <th><h4><span class="fa fa-thumbs-o-down"/> The <strong> Wrong Way</strong> to use projects:</h4></th> - </thead> - <tbody> - <tr> - <td> Managing a group of people, a team or a department (example: R&D team, HR Department, etc.)</td> - <td> Don't create a Project for each of your customers - this will be too complicated to manage properly.</td> - </tr> - <tr> - <td> Managing long projects that span over many months and/or need Timesheets.</td> - <td> For the same reason, don't create a Project based on weeks or time (example: Scrum).</td> - </tr> - <tr> - <td> Ideally, a person should only be responsible for one project.</td> - <td> Don't create a Project for different locations (this could isolate teams that work at different locations).</td> - </tr> - </tbody> - </table> - - <div class="row"> - <div class="col-md-12"> - <div class="well well-lg"> - <strong>Need help with defining your Projects? Contact us now.</strong><br/> - <a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px"><span class="fa fa-comment-o"/> Live Chat on</a> - <a href="mailto:info@odoo.com?subject=Project%20Planner"><span class="fa fa-envelope-o"/> Email Our Project Expert</a> + </div><div class="col-md-4"> + <div class="panel panel-success"> + <div class="panel-heading"> + <span class="panel-title"> + <span class="fa fa-clock-o"/> + <strong> Timesheets</strong> + </span> + </div> + <div class="panel-body"> + <p> + Timesheets can be used for several purposes: + </p> + <p><li> <strong>Getting reports</strong> on what your employees are working on</li> + <li> <strong>Getting statistics</strong> on how much time a task takes to be completed</li> + <li> <strong>Invoicing your customers</strong> on Time & Material projects</li></p> + <p>To use Timesheets, go to your <a t-att-href="prepare_backend_url( + 'project.action_config_settings')">Project Settings</a> and activate:</p> + <p><li>for Tasks: 'Log work activities on tasks'</li> + <li>for Issues: 'Activate timesheets on issues'</li></p> + <p>You can learn more about Timesheets in the Timesheets section of this planner.</p> </div> </div> </div> - </section> + </div> + <div class="o_planner_notebook_container"> + <h4>2. Now, take some time to list <strong>the Projects you'll need:</strong></h4> + <ul class="o_planner_notebook"> + <div class="o_planner_notebook_line_separator"></div> + <li class="o_planner_notebook_header"> + <h5>Your Projects: </h5> + </li> + <li><span>#1</span> + <div class="small"> + <input id="input_element_prj1" value="" line="1" type="text"/> + <input type="radio" id="input_element_rowtask1" name="row1" checked="checked"/>Tasks + <input type="radio" id="input_element_rowissue1" name="row1"/>Issues + <input type="checkbox" id="input_element_rowtime1" name="rowtime1"/>with Timesheet + </div></li> + <li><span>#2</span> + <div class="small"> + <input id="input_element_prj2" value="" line="1" type="text"/> + <input type="radio" id="input_element_rowtask2" name="row2" checked="checked"/>Tasks + <input type="radio" id="input_element_rowissue2" name="row2"/>Issues + <input type="checkbox" id="input_element_rowtime2" name="rowtime2"/>with Timesheet + </div></li> + <li><span>#3</span> + <div class="small"> + <input id="input_element_prj3" value="" line="1" type="text"/> + <input type="radio" id="input_element_rowtask3" name="row3" checked="checked"/>Tasks + <input type="radio" id="input_element_rowissue3" name="row3"/>Issues + <input type="checkbox" id="input_element_rowtime3" name="rowtime3"/>with Timesheet + </div></li> + <li><span>#4</span> + <div class="small"> + <input id="input_element_prj4" value="" line="1" type="text"/> + <input type="radio" id="input_element_rowtask4" name="row4" checked="checked"/>Tasks + <input type="radio" id="input_element_rowissue4" name="row4"/>Issues + <input type="checkbox" id="input_element_rowtime4" name="rowtime4"/>with Timesheet + </div></li> + <li><span>#5</span> + <div class="small"> + <input id="input_element_prj5" value="" line="1" type="text"/> + <input type="radio" id="input_element_rowtask5" name="row5" checked="checked"/>Tasks + <input type="radio" id="input_element_rowissue5" name="row5"/>Issues + <input type="checkbox" id="input_element_rowtime5" name="rowtime5"/>with Timesheet + </div></li> + </ul> + </div> + <table class="table"> + <thead> + <th><h4><span class="fa fa-thumbs-o-up"/> The <strong>Right Way</strong> to use projects:</h4></th> + <th><h4><span class="fa fa-thumbs-o-down"/> The <strong> Wrong Way</strong> to use projects:</h4></th> + </thead> + <tbody> + <tr> + <td> Managing a group of people, a team or a department (example: R&D team, HR Department, etc.)</td> + <td> Don't create a Project for each of your customers - this will be too complicated to manage properly.</td> + </tr> + <tr> + <td> Managing long projects that span over many months and/or need Timesheets.</td> + <td> For the same reason, don't create a Project based on weeks or time (example: Scrum).</td> + </tr> + <tr> + <td> Ideally, a person should only be responsible for one project.</td> + <td> Don't create a Project for different locations (this could isolate teams that work at different locations).</td> + </tr> + </tbody> + </table> + + <div class="well well-lg"> + <strong>Need help with defining your Projects? Contact us now.</strong><br/> + <a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px"><span class="fa fa-comment-o"/> Live Chat on</a> + <a href="mailto:info@odoo.com?subject=Project%20Planner"><span class="fa fa-envelope-o"/> Email Our Project Expert</a> + </div> </t> <t t-call="web_planner.page"> @@ -427,20 +411,16 @@ <p><strong>To use Collaborative Notepads</strong>, simply activate the corresponding option in your <a t-att-href="prepare_backend_url('project.action_config_settings')">Project Settings.</a></p> </div> - <div class="row"> - <div class="col-md-12"> - <div class="well well-lg"> - <strong>Recommended actions:</strong> - <li> - <a t-att-href="prepare_backend_url( - 'project.action_view_task', 'kanban')"> - Create at least 3 tasks</a> using the above recommendations - </li> - <li> - Create a task by sending an email to a project alias, with one of your colleagues in copy - </li> - </div> - </div> + <div class="well well-lg"> + <strong>Recommended actions:</strong> + <li> + <a t-att-href="prepare_backend_url( + 'project.action_view_task', 'kanban')"> + Create at least 3 tasks</a> using the above recommendations + </li> + <li> + Create a task by sending an email to a project alias, with one of your colleagues in copy + </li> </div> </section> </t> @@ -511,54 +491,54 @@ </div> </div> <h3><strong>Approve your Timesheets</strong> (every week)</h3> - <div class="row"> - <div class="col-md-12"> - At the end of the week, each employee should review their entries for the week and makes sure the entries are correctly encoded. This can be done from the - <a t-if="is_module_installed('hr_timesheet_sheet')" t-attf-href="web#view_type=form&model=hr_timesheet_sheet.sheet&menu_id=#{timesheet_menu and timesheet_menu.id}">Current Timesheet</a> - <a t-if="not is_module_installed('hr_timesheet_sheet')" t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'hr_timesheet_sheet')">Current Timesheet</a> - view of the Human Resources module.<br/> - Once a Timesheet is confirmed by an employee, it needs to be Approved by a manager in the - <a t-if="is_module_installed('hr_timesheet_sheet')" t-att-href="prepare_backend_url('hr_timesheet_sheet.act_hr_timesheet_sheet_form')">Timesheets to Approve</a> - <a t-if="not is_module_installed('hr_timesheet_sheet')" t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'hr_timesheet_sheet')">Timesheets to Approve</a> - view. - </div> - </div> + <p> + At the end of the week, each employee should review + their entries for the week and makes sure the + entries are correctly encoded. This can be done + from the + <a t-if="is_module_installed('hr_timesheet_sheet')" t-attf-href="web#view_type=form&model=hr_timesheet_sheet.sheet&menu_id=#{timesheet_menu and timesheet_menu.id}">Current Timesheet</a> + <a t-if="not is_module_installed('hr_timesheet_sheet')" t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'hr_timesheet_sheet')">Current Timesheet</a> + view of the Human Resources module. + </p><p> + Once a Timesheet is confirmed by an employee, it needs to be Approved by a manager in the + <a t-if="is_module_installed('hr_timesheet_sheet')" t-att-href="prepare_backend_url('hr_timesheet_sheet.act_hr_timesheet_sheet_form')">Timesheets to Approve</a> + <a t-if="not is_module_installed('hr_timesheet_sheet')" t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'hr_timesheet_sheet')">Timesheets to Approve</a> + view. + </p> <h3><strong>Invoice your customers</strong> (every month)</h3> - <div class="row"> - <div class="col-md-12"> - If you work on a Time & Material project, you'll probably want to extract a Timesheet of the tasks and issues to invoice directly to the customer. To do that:<br/> - <li> Activate 'Allow invoicing based on timesheets' from the <i>Human Resources Settings</i>. - </li> - <li> This will add an Invoice Tasks menu in the Project module, that can be used to select the Timesheet to invoice.</li> - </div> - </div> + <p> + If you work on a Time & Material project, you'll probably want to extract a Timesheet of the tasks and issues to invoice directly to the customer. To do that: + </p> + <ul> + <li> Activate 'Allow invoicing based on timesheets' from the <i>Human Resources Settings</i>. + </li> + <li> This will add an Invoice Tasks menu in the Project module, that can be used to select the Timesheet to invoice.</li> + </ul> <h3><strong>Analyze reports</strong> (every a year)</h3> - <div class="row"> - <div class="col-md-12"> - <p>It's usually a good idea to take time to analyze your tasks and issues once a year. Here are some KPIs you should take a look at. Ask yourself 'How can they be improved?'</p> - <p><strong>For tasks:</strong> - <li>What is the number of missed deadlines?</li> - <li>What is the difference between initial time estimation and final time spent?</li></p> - <p><strong>For issues:</strong> - <li>What is the average time before an issue is assigned / closed?</li> - <li>What is the average number of working hours necessary to close an issue?</li></p> - <p><strong>About Employees:</strong> - <li>What is their average number of working hours over the year?</li> - <li>What is their average number of tasks or issues worked on / closed ?</li></p> - </div> - </div> - <div class="row"> - <div class="col-md-12"> - <div class="well well-lg"> - <strong>Need help with Timesheets management? Contact us now:</strong><br/> - <a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px"> - <span class="fa fa-comment-o"/> Live Chat on - </a> - <a href="mailto:info@odoo.com?subject=Project%20Planner"> - <span class="fa fa-envelope-o"/> Email Our Project Expert - </a> - </div> - </div> + <p>It's usually a good idea to take time to analyze your tasks and issues once a year. Here are some KPIs you should take a look at. Ask yourself 'How can they be improved?'</p> + <p><strong>For tasks:</strong></p> + <ul> + <li>What is the number of missed deadlines?</li> + <li>What is the difference between initial time estimation and final time spent?</li> + </ul> + <p><strong>For issues:</strong></p> + <ul> + <li>What is the average time before an issue is assigned / closed?</li> + <li>What is the average number of working hours necessary to close an issue?</li> + </ul> + <p><strong>About Employees:</strong></p> + <ul> + <li>What is their average number of working hours over the year?</li> + <li>What is their average number of tasks or issues worked on / closed ?</li> + </ul> + <div class="well well-lg"> + <strong>Need help with Timesheets management? Contact us now:</strong><br/> + <a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px"> + <span class="fa fa-comment-o"/> Live Chat on + </a> + <a href="mailto:info@odoo.com?subject=Project%20Planner"> + <span class="fa fa-envelope-o"/> Email Our Project Expert + </a> </div> </section> </t> @@ -874,37 +854,14 @@ <img src="/project/static/src/img/web_planner_email.png"/> </p> </div> - <div class="row"> - <div class="col-md-12"> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-lg"/> - <li>Internal notes are messages that will appear in the Chatter but will not be notified in Odoo's Inbox.</li> - <li>You can reply directly to a message from you email software; the message and its attachments will be added to the Chatter.</li> - <li>If you don't want to receive email notifications, you can uncheck the option in your <a t-att-href="prepare_backend_url('base.action_res_users', 'form')">Account Preferences</a>.</li> - </div> - </div> + <div class="alert alert-info info_icon" role="alert"> + <span class="fa fa-lightbulb-o fa-lg"/> + <li>Internal notes are messages that will appear in the Chatter but will not be notified in Odoo's Inbox.</li> + <li>You can reply directly to a message from you email software; the message and its attachments will be added to the Chatter.</li> + <li>If you don't want to receive email notifications, you can uncheck the option in your <a t-att-href="prepare_backend_url('base.action_res_users', 'form')">Account Preferences</a>.</li> </div> </div> </t> - - <t t-call="web_planner.page"> - <t t-set="page_title" t-value="'Your users'"/> - <h4 class="text-muted text-center">You're almost finished !</h4> - <section> - <div class="row"> - <div class="col-md-4 col-md-offset-2 col-xs-12 text-center o_planner_white_box"> - <div class="panel"> - <a t-att-href="prepare_backend_url('base.action_res_users')"><i class="fa-2x" data-icon=""></i><br/>Create your users here</a> - </div> - </div> - <div class="col-md-4 col-xs-12 text-center o_planner_white_box"> - <div class="panel"> - <a t-att-href="prepare_backend_url('mail.mail_message_action_inbox')"><i class="fa-2x" data-icon=""></i><br/> Follow the day-to-day activites to be sure that everyone is using it</a> - </div> - </div> - </div> - </section> - </t> </t> <t t-call="web_planner.category"> <t t-set="menu_categorytitle" t-value="'Improve'"/> @@ -1039,14 +996,10 @@ </div> </div> </div> - <div class="row"> - <div class="col-md-12"> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-lg"/> - <li>You can save your reports to for easy reuse later</li> - <li>You can even include any report in your dashboard for permanent access!</li> - </div> - </div> + <div class="alert alert-info info_icon" role="alert"> + <span class="fa fa-lightbulb-o fa-lg"/> + <li>You can save your reports to for easy reuse later</li> + <li>You can even include any report in your dashboard for permanent access!</li> </div> <div class="row"> <div class="col-md-8 col-xs-12"> |