diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index 3b16e323b1..2c6523e583 100644 --- a/content/applications/services/project/project_management.rst +++ b/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 diff --git a/content/applications/services/project/project_management/project_templates.rst b/content/applications/services/project/project_management/project_templates.rst new file mode 100644 index 0000000000..b9f3c8d46b --- /dev/null +++ b/content/applications/services/project/project_management/project_templates.rst @@ -0,0 +1,103 @@ +================= +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.