diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index 2c6523e58..275dd6eb3 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -156,4 +156,6 @@ You can also create your own buttons to access more specific views: project_management/project_dashboard project_management/project_profitability + project_management/project_milestones project_management/project_templates + diff --git a/content/applications/services/project/project_management/project_dashboard.rst b/content/applications/services/project/project_management/project_dashboard.rst index 1c8edc9fa..270025c79 100644 --- a/content/applications/services/project/project_management/project_dashboard.rst +++ b/content/applications/services/project/project_management/project_dashboard.rst @@ -67,8 +67,8 @@ The following smart buttons are displayed on the top right of the project dashbo Milestones ---------- -This section is only visible if :doc:`milestones ` -have been enabled in the project you're browsing: go to :guilabel:`Project`, click the +This section is only visible if :doc:`milestones <../project_management/project_milestones>` have +been enabled in the project you're browsing: go to :guilabel:`Project`, click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon on one of your projects, and click on :guilabel:`Settings`. Click on the :guilabel:`Settings` tab, look for :guilabel:`Tasks Management` and make sure :guilabel:`Milestones` is enabled. diff --git a/content/applications/services/project/project_management/project_milestones.rst b/content/applications/services/project/project_management/project_milestones.rst new file mode 100644 index 000000000..a5c99968f --- /dev/null +++ b/content/applications/services/project/project_management/project_milestones.rst @@ -0,0 +1,67 @@ +================== +Project milestones +================== + +**Milestones** enable you to track ongoing project work by designating a sequence of key steps that +must be reached before the project’s completion. Milestones are particularly useful in expensive, +long, or large-scale projects. They can be used purely for indicative purposes, as a way to ensure +that the project is completed in a timely manner. + +Milestones can also be used as a basis for :doc:`invoicing the client `. +This benefits both parties, as it ensures consistent cash flow for project funding and allows the +client to pay for the project in several installments. + +Configuration +============= + +Enable milestones for the desired project by opening the :guilabel:`Project` app, clicking the +:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the project’s card, and clicking +:guilabel:`Settings`. Under :guilabel:`Tasks Management`, enable :guilabel:`Milestones`. + +.. note:: + Milestones are automatically enabled for projects created from a sales order for a service + :doc:`invoiced by milestone `. + +Configure project milestones by clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) +on the project’s card and selecting :guilabel:`Milestones`. Create a milestone by clicking +:guilabel:`New`, entering the milestone's :guilabel:`Name`, selecting a :guilabel:`Deadline` if +desired, and clicking :guilabel:`Save`. + +Add or remove options by clicking the :icon:`oi-settings-adjust` :guilabel:`sliders`. The following +options are relevant when using +:doc:`invoicing based on milestones `: + + - :guilabel:`Sales Order Item`: this field is filled in automatically with the Sales Order number. + - :guilabel:`Quantity (%)`: percentage of the ordered quantity that will automatically be delivered + on the sales order once the milestone is marked as reached. + +Once milestones are configured, **you can link project tasks to milestones**. To do so, navigate to +the project you created the milestones in, then click one of the tasks to open it. Then, click the +:guilabel:`Milestone` field to open a drop-down menu. Select the desired milestone from the list. + +Once all the tasks linked to the milestone are completed (marked as +:doc:`Done or Cancelled <../tasks/task_stages_statuses>`), the milestone will be automatically +marked as :guilabel:`Reached` in the :menuselection:`Project --> Settings --> Milestones`. You can +also check the :guilabel:`Reached` box manually whenever the milestone is reached. Manual checking +of the box will not impact the tasks linked to the milestone. + +Using milestones +================ + +Odoo offers several ways to oversee the project’s milestones and their relationship to ongoing +tasks. + +In the **Gantt view**, a milestone is shown as a vertical line marked with a diamond shape, +displayed on the day of the milestone’s deadline. The line is color-coded in blue to indicate that +the milestone has not yet reached its deadline, or it has been marked as reached (in which case, a +check mark is displayed on the milestone). A milestone is color-coded in red if it has not been +reached by its deadline. + +If a milestone’s deadline falls on the same day as the project’s deadline, it is displayed with a +vertical line marked with a circle, and the same color coding principles as above apply. + +Aside from the Gantt view, you can also create, edit, and mark milestones as reached from +:ref:`the project dashboard `. + +.. image:: project_milestones/gantt-milestones.png + :alt: Project milestones in Gantt view. diff --git a/content/applications/services/project/project_management/project_milestones/gantt-milestones.png b/content/applications/services/project/project_management/project_milestones/gantt-milestones.png new file mode 100644 index 000000000..bedc7824b Binary files /dev/null and b/content/applications/services/project/project_management/project_milestones/gantt-milestones.png differ