From 7f024fe5ef27e0812a747be4de1af4e64eaee93d Mon Sep 17 00:00:00 2001 From: Darshan Kalola Date: Mon, 31 Aug 2015 15:56:39 +0530 Subject: [IMP]planner: some correction according to new features added in master. --- addons/project/web_planner_data.xml | 123 ++++++++++++++++++++++++------------ 1 file changed, 83 insertions(+), 40 deletions(-) (limited to 'addons/project/web_planner_data.xml') diff --git a/addons/project/web_planner_data.xml b/addons/project/web_planner_data.xml index bd21891213f..41af4f73d09 100644 --- a/addons/project/web_planner_data.xml +++ b/addons/project/web_planner_data.xml @@ -134,7 +134,7 @@

During a meeting, a customer asks a manager for a few modifications to a project.

Back at the office, the manager splits the customer's demands into several tasks and delegates them to several employees.

-

Each employee will have their own simple task, while the manager will be able to follow the global advancement through the principal task.

+

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.

Tasks are the main mechanism in Odoo and are activated by default.

@@ -154,11 +154,7 @@ A problem or request from a customer that needs to be identified, solved and followed up asap.

Example:

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.


-

Escalation:

-

Issues have a specific mechanism called escalation. For example, if the 'Support' team can't solve an issue, they can escalate it to a 'Support level 2' project.

-

To use Issues, activate 'Track issues and bugs' in your - Project Settings. +

To use Issues, install the Issue Tracking app.

@@ -182,9 +178,9 @@
  • Invoicing your customers on Time & Material projects

    • To use Timesheets, go to your Project Settings and activate:

    -

  • for Tasks: 'Record timesheet lines per tasks'
    • -
  • for Issues: 'Invoice working time on issues

    • -

    You can learn more about Timesheets in the Timesheets section of this planner.

    +

  • for Tasks: 'Log work activities on tasks'
    • +
  • for Issues: 'Activate timesheets on issues'

    • +

    You can learn more about Timesheets in the Timesheets section of this planner.

    @@ -366,15 +362,10 @@

    -
    -
    - -
    -
    -

    1. Define a Naming Convention
    +

    Define a Naming Convention
    Add keywords in the 'Task title' field, for example [Customer name] or [Website].This will help you navigate and search through the dozens of tasks in your project.

    @@ -382,7 +373,7 @@
    -

    2. Add a Deadline
    +

    Add a Deadline
    The deadline will help you determine if a task or issue is progressing as expected, and to anticipate its next update.

    @@ -390,7 +381,7 @@
    -

    3. Use Tags
    +

    Use Tags
    Tags are complementary to your project stages: they can work as a second level categorization which is very useful if you have a lot of Tasks or Issues to manage. Also, it becomes very easy to find Tasks or Issues by typing the Tag into the main Search bar.

    @@ -398,7 +389,7 @@
    -

    4. Use Status Indicator
    +

    Use Status Indicator
    The Status indicator helps you manage Tasks and Issues by attributing them one of 3 different colour: Grey, Green or Red. The meaning of these Status can be freely configured, for example:

  • Grey: the Task is in progress (someone is working on it)
  • Green: the Task is ready for next stage (the job for this stage is complete)
    • @@ -409,7 +400,7 @@
    -

    5. Set Priorities
    +

    Set Priorities
    The is used to indicate priority: in Kanban view, priority Tasks or Issues will be displayed on top. This is especially useful if you use a Scrum methodology to indicate the tasks for the week. Similarly to Status, you can change the meaning of the Star indicator from the Project Stages tab.

    @@ -417,7 +408,7 @@
    -

    6. Have Clear Responsibilities
    +

    Have Clear Responsibilities
    The person assigned to a task is responsible for its progress and their avatar is displayed in Kanban view for quick reference. Of course, responsibility for a task can change depending on its stage.

    @@ -472,9 +463,12 @@
    -
  • For employees, the Current Timesheet view of the HR module is the main tool to check, modify and confirm Timesheets.

    • +
  • For employees, the + Current Timesheet + Current Timesheet + view of the HR module is the main tool to check, modify and confirm Timesheets.

  • Alternatively, Timesheets can be added directly from Tasks by activating 'Log work activities on tasks' in the Project Settings.

    • -
  • Or, if you are using Issues, by activating 'Invoice working time on issues', also in the Project Settings.
    • +
  • Or, if you are using Issues, by activating 'Activate timesheets on issues', also in the Project Settings.
    • @@ -494,7 +488,7 @@
  • View statistics for the week
  • Get full synchronization with Odoo

    • - +
    @@ -520,15 +514,22 @@

    Approve your Timesheets (every week)

    - 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 Current Timesheet view of the Human Resources module.
    - Once a Timesheet is confirmed by an employee, it needs to be Approved by a manager in the Timesheets to Approve view. + 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 + Current Timesheet + Current Timesheet + view of the Human Resources module.
    + Once a Timesheet is confirmed by an employee, it needs to be Approved by a manager in the + Timesheets to Approve + Timesheets to Approve + view.

    Invoice your customers (every month)

    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:
    -
  • Activate 'Allow invoicing based on timesheets' from the Human Resources Settings.
    • +
  • Activate 'Allow invoicing based on timesheets' from the Human Resources Settings. +
  • This will add an Invoice Tasks menu in the Project module, that can be used to select the Timesheet to invoice.
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