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[ADD] project/milestones: using project milestones
closes odoo/documentation#15258 Task-id: 3305827 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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@@ -156,4 +156,6 @@ You can also create your own buttons to access more specific views:
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project_management/project_dashboard
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project_management/project_dashboard
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project_management/project_profitability
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project_management/project_profitability
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project_management/project_milestones
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project_management/project_templates
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project_management/project_templates
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@@ -67,8 +67,8 @@ The following smart buttons are displayed on the top right of the project dashbo
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Milestones
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Milestones
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----------
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----------
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This section is only visible if :doc:`milestones </applications/sales/sales/invoicing/milestone>`
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This section is only visible if :doc:`milestones <../project_management/project_milestones>` have
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have been enabled in the project you're browsing: go to :guilabel:`Project`, click the
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been enabled in the project you're browsing: go to :guilabel:`Project`, click the
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:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon on one of your projects, and click on
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:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon on one of your projects, and click on
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:guilabel:`Settings`. Click on the :guilabel:`Settings` tab, look for :guilabel:`Tasks Management`
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:guilabel:`Settings`. Click on the :guilabel:`Settings` tab, look for :guilabel:`Tasks Management`
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and make sure :guilabel:`Milestones` is enabled.
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and make sure :guilabel:`Milestones` is enabled.
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==================
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Project milestones
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==================
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**Milestones** enable you to track ongoing project work by designating a sequence of key steps that
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must be reached before the project’s completion. Milestones are particularly useful in expensive,
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long, or large-scale projects. They can be used purely for indicative purposes, as a way to ensure
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that the project is completed in a timely manner.
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Milestones can also be used as a basis for :doc:`invoicing the client </applications/sales/sales/invoicing/milestone>`.
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This benefits both parties, as it ensures consistent cash flow for project funding and allows the
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client to pay for the project in several installments.
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Configuration
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=============
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Enable milestones for the desired project by opening the :guilabel:`Project` app, clicking the
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:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the project’s card, and clicking
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:guilabel:`Settings`. Under :guilabel:`Tasks Management`, enable :guilabel:`Milestones`.
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.. note::
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Milestones are automatically enabled for projects created from a sales order for a service
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:doc:`invoiced by milestone </applications/sales/sales/invoicing/milestone>`.
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Configure project milestones by clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`)
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on the project’s card and selecting :guilabel:`Milestones`. Create a milestone by clicking
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:guilabel:`New`, entering the milestone's :guilabel:`Name`, selecting a :guilabel:`Deadline` if
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desired, and clicking :guilabel:`Save`.
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Add or remove options by clicking the :icon:`oi-settings-adjust` :guilabel:`sliders`. The following
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options are relevant when using
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:doc:`invoicing based on milestones </applications/sales/sales/invoicing/milestone>`:
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- :guilabel:`Sales Order Item`: this field is filled in automatically with the Sales Order number.
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- :guilabel:`Quantity (%)`: percentage of the ordered quantity that will automatically be delivered
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on the sales order once the milestone is marked as reached.
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Once milestones are configured, **you can link project tasks to milestones**. To do so, navigate to
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the project you created the milestones in, then click one of the tasks to open it. Then, click the
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:guilabel:`Milestone` field to open a drop-down menu. Select the desired milestone from the list.
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Once all the tasks linked to the milestone are completed (marked as
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:doc:`Done or Cancelled <../tasks/task_stages_statuses>`), the milestone will be automatically
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marked as :guilabel:`Reached` in the :menuselection:`Project --> Settings --> Milestones`. You can
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also check the :guilabel:`Reached` box manually whenever the milestone is reached. Manual checking
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of the box will not impact the tasks linked to the milestone.
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Using milestones
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================
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Odoo offers several ways to oversee the project’s milestones and their relationship to ongoing
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tasks.
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In the **Gantt view**, a milestone is shown as a vertical line marked with a diamond shape,
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displayed on the day of the milestone’s deadline. The line is color-coded in blue to indicate that
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the milestone has not yet reached its deadline, or it has been marked as reached (in which case, a
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check mark is displayed on the milestone). A milestone is color-coded in red if it has not been
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reached by its deadline.
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If a milestone’s deadline falls on the same day as the project’s deadline, it is displayed with a
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vertical line marked with a circle, and the same color coding principles as above apply.
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Aside from the Gantt view, you can also create, edit, and mark milestones as reached from
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:ref:`the project dashboard <project/project-dashboard/milestones>`.
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.. image:: project_milestones/gantt-milestones.png
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:alt: Project milestones in Gantt view.
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