Project Task Planner

by
Odoo

80.25

v 12.0 Third Party
Required Apps Project (project)
Sales (sale_management)
Invoicing (account)
Employees (hr)
Lines of code 205
Technical Name project_task_planner
LicenseLGPL-3
Websitehttps://www.editor.si/
You bought this module and need support? Click here!
Required Apps Project (project)
Sales (sale_management)
Invoicing (account)
Employees (hr)
Lines of code 205
Technical Name project_task_planner
LicenseLGPL-3
Websitehttps://www.editor.si/

Project Task Planner module for Odoo v12

Enterprise ⨉
Community ✓
Odoo.sh ⨉
Create plans for activities on tasks and allot them a planned time for completion.
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.

different contained quantities

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.

different contained quantities

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.

different contained quantities

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.
  • setting pallet

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.
  • setting pallet
  • Then, open the Sales tab and select one of the options for Service Tracking.
  • setting pallet
  • 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.
  • setting pallet
  • 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.
  • setting pallet

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.
  • setting pallet
  • After it is confirmed you will see two new buttons up top for Project Overview and for Tasks that were created.
  • setting pallet
  • To see if the Tasks are correct you can click the button and it will take you to the tasks.
  • setting pallet
  • You can also navigate to Projects module, where you will see that same project among the others.
  • setting pallet

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.
  • setting container
  • 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.
  • setting product
  • 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.
  • setting product
  • 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.
  • setting product
To request additional features, please send us a mail to support@editor.si and tell us what features you need.
We provide access to all versions prior to and including Odoo Version 12.
With Odoo Version 13 and newer versions every version will be sold separately.
This module is only compatible with Community version. It is not available on Enterprise (on-premise or Odoo.sh).
The module cannot be installed on Odoo Online (Cloud), since it doesn't allow third-party modules.
For this module to work, you will need the basic Projects module, Timesheets module and access to products.

Our support policy

We provide support for the purchased module for 30 days after purchase. If you require any support after that period, you can select one of our support plans.

Create a support ticket

If you run upon any issues while using our module that is caused due to our module, we provide you with a complementary support for a duration of 30 days from the day of purchase of the said module.

To create a support ticket, please send a mail to support@editor.si and provide all the necessary information needed to resolve the issue.
This module was proudly made in
Europe (Slovenia) by Editor d.o.o.

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