$ 74.76
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) • Employees (hr) |
Lines of code | 205 |
Technical Name |
project_task_planner |
License | LGPL-3 |
Website | https://www.editor.si/ |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) • Employees (hr) |
Lines of code | 205 |
Technical Name |
project_task_planner |
License | LGPL-3 |
Website | https://www.editor.si/ |
Project Task Planner module for Odoo v12
Set up services with Standard implementation to automatically create task upon Sale order confirmation.
Color coded for easier overview.
Planning and tracking tasks of a project has never been easier.
Automatically create a task in project when you sell the service:
You can set up your service to create a task in existing or new project.
Set up Implementation time and Standard Planned Tasks.
The task will be added according to the rules you set up on the service.
Create your activities directly on tasks:
Type in the name and set planned time.
Anyone that is working on that project can enter their time spent.
The colors represent the discrepancy between planned and spent time.
Once the activity is completed, it gets logged into the timesheets.
Check the progress and time spent:
If you navigate to the Timesheets tab you will see all the actual time that was spent.
You can see how close you are to the finish with the help of progression bar.
How to use the module?
Set up the project:
- When creating the project be sure to enable Allow timesheets option.
- By doing so, you will enable the option to log the spent time into them, otherwise it just stays on the project.
Set up your service:
- First you need to set up the service to create a project or task.
- To do so navigate to your products and create a new one.
- Set its Product Type as a "Service" under the General Information tab.
- Then, open the Sales tab and select one of the options for Service Tracking.
- If you select to create a "new project" an additional field for Project Template will be enabled and if you choose "existing project" then a field for Project will show up.
- Now you have to choose either a template or an existing project for the automatically created task.
- The last thing to define on a service is under the Standard Implementation tab.
- Here you can set the Standard Implementation Time that the task should take and create all the Standard Planned Tasks that will be added as activities.
Have your tasks and/or project created automatically:
- Now you can navigate to Sales module and create a new Sale order.
- Add your service under the Order lines tab and Confirm it.
- After it is confirmed you will see two new buttons up top for Project Overview and for Tasks that were created.
- To see if the Tasks are correct you can click the button and it will take you to the tasks.
- You can also navigate to Projects module, where you will see that same project among the others.
Manually add activities on tasks:
- When you now open the task, you will see the menu in the bottom right, where you can add activities.
- If you enable editing, you can simply click on Add a line to create a new one.
- Set the Planned time so everyone can see the estimate of how much time should be spent.
- Once that activity is completed, the user can enter the Actual time spent.
- Now you can see if the activity took more or less time than planned simply by the color code.
- Red means that it took more time than planned, green means it took less and gray means it is the same.
- The activity will then be marked as done and logged in the timesheets under that user's name.
- It can however still be edited, in case someone else marked it as done and not the one who was actually working on it.
With Odoo Version 13 and newer versions every version will be sold separately.
The module cannot be installed on Odoo Online (Cloud), since it doesn't allow third-party modules.
Our support policy
Create a support ticket
To create a support ticket, please send a mail to support@editor.si and provide all the necessary information needed to resolve the issue.
Europe (Slovenia) by Editor d.o.o.
Please log in to comment on this module