[ADD] Project: new page on Project Templates

task-5246379

Author: guillaume gallant (guga)

content/applications/services/project/project_management.rst

@@ -1,5 +1,4 @@
 :show-content:
-:hide-page-toc:
 
 ==================
 Project management
@@ -157,3 +156,4 @@ You can also create your own buttons to access more specific views:
 
    project_management/project_dashboard
    project_management/project_profitability
+   project_management/project_templates

content/applications/services/project/project_management/project_templates.rst

@@ -0,0 +1,101 @@
+=================
+Project templates
+=================
+
+Templates allow you to create new projects with predefined settings, reducing the need to manually
+set up similar projects repeatedly.
+
+Creating templates
+==================
+
+To create a project template, an existing project is required and used as a base to be converted
+into a template. Converting a project into a template transfers the entire project's properties to
+the template. This includes the project’s stages, tasks, sub-tasks, and their respective
+configurations, such as planned dates, statuses, assignees, and more.
+
+Access the settings of the project that you want to convert into a template: go to
+:guilabel:`Projects`, hover your mouse on a project card, click the :icon:`fa-ellipsis-v`
+(:guilabel:`fa-ellipsis-v`) icon on one of your projects, and click on :guilabel:`Settings`. Review
+and adjust the project’s properties to ensure it reflects your desired template setup.
+
+Once your project is ready, click the :icon:`fa-cog` (:guilabel:`cog`) icon and select
+:guilabel:`Convert to Template`. The :guilabel:`Template` banner indicates that the project has been
+successfully converted into a template.
+
+.. warning::
+   Converting a project into a template will also archive the original project used to create the
+   template. To keep in your database a project that you want to convert into a template, duplicate
+   the project and convert the copy into the template: go to :guilabel:`Projects`, click the
+   :icon:`fa-ellipsis-v` icon on one of your projects, and then click :guilabel:`Duplicate`. Then
+   convert the copy into the template.
+
+To edit a template, go to :menuselection:`Projects --> New`, and click the
+:icon:`fa-pencil` (:guilabel:`pencil`) icon next to the name of the template that you want to edit.
+Make the changes according to your needs, and click :guilabel:`Save`. Editing a template does not
+affect the projects that were previously created from it.
+
+To delete a template, go to :menuselection:`Projects --> New`, and click the
+:icon:`fa-trash` (:guilabel:`trash`) icon. Click :guilabel:`Ok` to confirm. Deleting a template
+does not erase projects that were previously created from it.
+
+Using templates
+===============
+
+To create a new project from a template, go to :menuselection:`Projects --> New`, and click on a
+template in the :guilabel:`Project Templates` section. Enter a name for your project. Optionally,
+add a :guilabel:`Customer`, a :guilabel:`Planned Date`, and set up the task creation email. Then,
+click :guilabel:`Create Project`.
+
+Templates can also be used when creating a project directly from a sales order. To do so, the
+project template must be set as :guilabel:`Billable` first: click on :menuselection:`Projects -->
+New`, and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon next to the name of the
+template you want to edit. Then, click on the :guilabel:`Settings` tab, tick the
+:guilabel:`Billable` checkbox, and click :guilabel:`Save`. Once this is done, you can use a template
+to automatically create a project when a product is sold: Go to the :guilabel:`Sales` app, click on
+:menuselection:`Products --> Products --> New`. Select :guilabel:`Service` as the
+:guilabel:`Product Type`, and choose :guilabel:`Project` or :guilabel:`Project & Task` in the
+:guilabel:`Create on Order` field. Then, select a :guilabel:`Project Template` and click
+:guilabel:`Save`.
+
+
+Project roles in templates
+==========================
+Templates enable you to pre-select specific roles for tasks within your template, making the
+selection of assignees faster during the creation of a new project using a template.
+
+Go to :menuselection:`Projects --> New`, and click the :icon:`fa-pencil` (:guilabel:`pencil`)
+icon next to the name of the template you want to edit. Then click on the :guilabel:`Tasks` smart
+button, and on one of the tasks. In the :guilabel:`Project Roles` field, type or select the roles
+that you want to perform this task, then click :guilabel:`Save`.
+
+Create a project based on this template: go to :menuselection:`Projects --> New`, and click on
+the name of the template. The :guilabel:`Create a project from template` form then includes
+:guilabel:`Project Roles`. For each of them, you can select assignees by clicking on the
+:guilabel:`Assignees` field. This automatically dispatches the right tasks to the right employees.
+
+Task scheduling in templates
+============================
+In a project template, task scheduling can be automated according to the planned dates specified
+within the template.
+
+.. important::
+   Project and task planned dates are not saved when converting a project into a template. These
+   require to be added to the template after it is created.
+
+On the project template, define the :guilabel:`Planned dates` for both the project and each task.
+When tasks have planned start dates in the template, Odoo calculates the number of working days
+between the project’s start date and the first scheduled task. This time window is referred to as
+the *delta*.
+
+When a new project is generated from this template:
+
+ - The system uses the project’s start date as a reference.
+ - Each task’s start date is automatically planned according to its delta.
+ - If no start date is set on the new project, the current date is used as the default start date.
+ - Task end dates are then determined automatically by Odoo’s scheduling algorithm.
+
+.. note::
+   To ensure that all project roles and tasks are planned without conflict according to the team’s
+   availability and workload, the scheduling algorithm calculates the end date of each task based on
+   the allocated time, while also considering task dependencies and assignee’s availability, working
+   schedule, time off, and public holidays.