How can we add a cover image for the tasks in odoo 13 project app?
You can see a three dot on task. On clicking , it will give the option to add a cover image. Choose the image from the system location and then add the image.
How the collaborative pads will be working in odoo 13 project app.
Collaborative pads are used for the internal communication of employees in a project. So the employees can share their findings to each other. Firstly enable the collaborative pad from project configuration settings and save changes. This will give you the option to use a collaborative pad inside the tasks.
Now edit the project, then you can see an option to check in for collaborative pad. Check in the collaborative pad and save the project.
Now take any task of that project and click edit. It will initiate a pad in place of the description box, to communicate along with chatter. The collaborative pad will give a lot of settings like authorship colour, chat box with all users visible or not, writings can be from left to right and right to left as well, All the chats can be played as video etc.
For better understanding on testing of this collaborative pad in a single system, use multiple users with multiple private windows. Now start chat from the first user in the task. So you can see that message will be reflected in the second user chat opened in the private window. In this way a two-way communication will be made possible in odoo 13 project app.
How can customer ratings be seen by everyone using odoo 13 project app?
When we enable customer rating for the project and while editing the project, the rating should choose as ‘rating when stage changes’ or ‘periodic rating’, we will have another option below it to check in ‘Rating visible publicly’. On enabling this the rating of the project will be made visible to the public as well. This will give more transparency of the project development.
How project profitability can be calculated in odoo 13 project module?
The profitability of the project can be viewed in the overview. Profitability can be calculated as the difference between the sum of ‘invoiced’ and ‘to invoice’ to the ‘timesheet cost’.
Profitability = Invoiced + To invoice - Timesheet Cost
How project timesheets are invoiced in odoo 13 project module?
The timesheets will give the total
duration of work done by each employee. The invoicing policies are mainly three
types: timesheet,ordered quantity or milestones. For the invoicing policy is
based on timesheets the invoice will be calculated based on either employee
cost or project cost. The timesheet cost is the product of timesheet hours and
employee cost. Employee cost will be mentioned in the HR settings of employee
What is a collaborative pad and how they can be useful in odoo 13 project management?
Odoo 13 features the concept of collaborative pad in odoo project management module, in order to communicate within the project. For a project , it may contain multiple tasks and to share the findings and ideas of employees in the team can be made easier with this pad. On enabling the collaborative pad the description box is replaced by the pad, where the employees can collaborate on their work. The users can easily identify with authorship colours as well.
How can customer rating be achieved at each stage of the project using odoo 13?
To achieve customer rating, firstly go to the general setting and set an incoming mail server. So that the rating requests will be sent to customers from the mail id.
Now go to Project module > Configuration > settings> enable ‘Use Rating on Project’ and save. This will track customer satisfaction on tasks.
Now edit the project. So under the settings tab , you can have a selection option for Customer(s) Ratings. So that customer feedback can be available: Rating when changing stage, Periodical Rating or No rating.
If you choose rating as ‘Rating when changing stage’, you have to edit the project's stages and set an email template on the stages on which you want to activate the rating. So that on changing each stage, the mail will be sent to the customer and they can rate as well.
If you choose a rating as ‘Periodical Rating’ , the rating will happen in certain intervals. You can also mention the Rating Frequency as Yearly, Quarterly, monthly, weekly, daily, Once a month,Twice a month etc.
How can subtasks be created in odoo 13 Project module?
In projects tasks can be splitted to subtasks for easier and efficient execution of the project. Odoo 13 project app also supports the concept of subtasks.
Go to Project module> Configuration> Settings> enable Subtasks. This will give a smart tab subtasks in the task. You can create subtasks by clicking on it and adding its name and responsible person, same as creating tasks.
What are timesheets and how they can be helpful in odoo 13 Project?
Timesheets are used to keep track of the work done in the project. So updating the timesheet under the project will help the project manager let know the work done by the employee, description on work and time period.
Go to task > timesheet tab, here one can add the planned hours, which means the planned time to achieve that task. By clicking Add a line option, can add the employee name , his work description and time duration. So according to the total hours worked will show the progress of the task in percentage with respect to the planned hours.
How project stages can be managed in odoo 13 Project module?
Activate the developer mode and go to Project module> Configuration> Stages. You can see all the existing stages there and also create stages. Edit a stage, so that you can see a field ‘Projects’. This field refers that this stage will be available in all projects mentioned in the projects field.
How can I change the name of a task in the tile of the project dashboard using odoo 13 project module?
When you edit the project, below the project name, you can see ‘ name of tasks’, you can change the name of task as work or operations so in the project dashboard tile it will show as works or operations as you gave in the project.
How can we create a task from a sales order in odoo 13 project module?
Some services like warranty can be a task in the project. So its sale can be created as a task in the project. So such products can be configured whose service tracking policy as ‘create a task in an existing project’ or ‘create a task in sales order's project’.
In the product from, under sales tab you can choose the service tracking product. If the service tracking policy chooses to ‘create a task in an existing project’ and mention the existing project and save. After that create a sale order foe the product. On confirming the sale order you can see a task is created in the existing project as mentioned in the product from.
How can we create tasks in odoo 13 project module?
Tasks are the simpler components of the project. A project may consist of multiple tasks. To create a task, go to the project module and jump to any project. Click on create and add task name, responsible person and click add. You can edit the task also.
Similarly tasks can be created from the menu, All tasks > create. In this case it just creates a task and all remaining details like the project under which this task belongs to, responsible person, deadline, tags, description of the task etc should be edited accordingly.
How can we create a project in odoo 13 project module?
The project can be created either from the project dashboard using create button and enter the project name and and click on create. Thus you can see the project is created in the dashboard.
Another way to create a project is, Project module> Configuration > Projects> Create. Then a form will open to create the new project. Here you can add more details on the project like Name of tasks, Visibility, Timesheets, Documents, Customer, Project manager, Company etc.
Is this possible to see planning analysis in Gantt view?
Yes, of course.it can be seen in three types: pivot, graph, gantt, and list.
What you mean by planning analysis in project?
Project planning is a major part of the project module and here we can create all the documentation of the projects and further details if the projects etc .project planning also creates project schedules. for more info refer to the blog odoo project management.
What do you mean by task analysis?
Task analysis describes the analysis of the tasks on the project module. here we can see all the conditions and features of the task can be analyzed according to the project. for more information refer to the blog odoo project management.
How can i filter my report based on time range?
in the time ranges section, we can filter the report of the specific items on a specific time by adding based on option and range.
How can I create my own filters in reporting?
Go to filters and we can see that an option of add custom filter, by clicking on it we have to filter the report by any manner for example on the basis of the project manager or analytic account, sale order, etc...
If I want to identify projects and timesheets quickly, is there any option for that?
By applying color to each one we can simply identify the projects and its corresponding timesheet cost.
What do you mean by project cost and revenues in reporting?
the cost and revenue management report allows you to compare the invoiced revenue for each month, against the project costs that were incurred for the same period. here we are analyzing the untaxed amount to invoice, the untaxed amount invoiced, timesheet cost and timesheet unit amount and also can add other costs. here we can see the graphical representation of all those above-mentioned costs vs project.
How can I manage project tasks for each employee?
Under the time schedule, we are adding the working time, timetable working hours to adjust the Gantt diagram report.
How can do payment of a project?
We can create a sale order from the project. it means that payment of a project.
How can set the project visibility or privacy?
project visibility means that it is the purpose of mange that how many employees or users can see or work on the project, it can be set. project->configuration->visiblity
there is different option:
1. invited employees.
2. all employee.
3. portal users and all employee .we can select anyone based on our needs.
What is project privacy?
project privacy is used to add privacy for specific projects on the project module. odoo provides different privacy features mainly we were using three basic privacy feature and they are listed below.
visibility to invited employees,
visibility to all employees and visibility to portal users and all employees.
What you mean by product profitability?
odoo project module can easily manage the project profitability. the profitability of a project can be calculated on 3 different bases. invoiced, to invoice and the last one is timesheet cost. profitability can be calculated by the equation total = invoiced + to invoice -timesheet cost. if the total is in a positive value, currently the project is in profit. if the total is in a negative value, the current project is in lose.
How to invoice a project?
in the odoo ERP project management module, the invoice can be done on three elements. the first one is timesheets, the second one is ordered quantity and the third one is milestones. for more info refer the blog how to invoice a project in odoo 12.
How to display the ratings on your website?
For this purpose, you have installed the website module and also a website rating project issue module. for confirming and publishing the result, click the website button on the website rating project issue.
How will you get customer feedback in odoo project module?
For feedback process first, you have to choose which projects in the projects module get to feedback.choosing any of them and go to the project application, settings -> and select customer satisfaction.you can edit directly from here.and also we can send email to the customer at every stage of the projects.
How will you gather feedback on a project or task of a project from customers?
for this purpose, we use the project rating module.so install the project rating module. then go to project -> configuration -> Settings -> and in the drop-down menu, then you can activate the customer ratings on the project and save the changes.
Create tasks from sales orders, how?
if you want to generate a task from sales order first you have to go to sales -> products -> and create a new product. where the product type of the creating product taken as service.the unit of measure can be taken as hours.
when you create that product, then make a quotation or sale order with the corresponding product. and confirming the sales order, the task will be created.
we can also see the task in the project module.
more more info refer the blog odoo project management
Is this possible to create a task from the sales order?
Yes, of course. for more info refer the blog odoo project management
Explain the gantt view in the project's view?
Odoo's default gantt view is very advantaged for projects because the user can see the all the sections of the task on a single view.for more info refer the blog odoo gantt view
What are the advantages of gantt view in by users?
This will affect your human resources in a better way. for more info refer to the blog odoo gantt view.
Explain the gantt view in by users' view?
Odoo gantt chart gives you the large epical view of your project and tasks.in here you can see which users are involved in the particular tasks. for more info refer the blog odoo gantt view.
What is the difference between the views in the project module?
The forecast menu is used to see the Gantt chart from different levels. for more info refer to the blog project forecast in odoo.
What you mean by "effective hours"?
effective hours is the hour that is worked on a project by an employee. effective hours are used to see the progress of the task. basically this section only appears only when the timesheets app can be installed. when the timesheet is updated the effective hours will update.
Explain the creation of a forecast?
First, you have listed all the tasks with the projected time. then you can create the forecast from the task page.to create click on the create button. for more info refer to the blog project forecast in odoo.
What do you mean by the forecast task?
Forecast in the project is used to enhance the human resource sections of your company more elegant. Forecast defines the starting and ending date of a project in an assertional view.odoo allows the forecast option to access the Gantt chart. for more info. refer to the blog Project forecast in odoo.
How will you plan on projects?
While creating the plan by employee sections, the same rule can be done on this plan by employee sections.in the case of project you can see projects on the Gantt chart.
How to plan and track employees’ assignments?
under odoo it is a simple task while considering the other software.for those purposes you have to access the gantt chart in the odoo project management
project -> planning under this section you can add either plan by project or plan by employee.for info refers the blog odoo gantt view and project management sections.
How to record time spent?
odoo erp deals with the recording of timesheets per employee.for doing this process you will first configure the invoicing of timesheets. go to project -> configuration ->settings -> and activate the timesheets on issues. then activating the sales module and use tracking invoices.
What is the use of color tags?
color tags are used to categorize the task or employee in the odoo project. color tag is very helpful to identify the project employee wise or task wise.
What you mean by custom state?
You have to add different statuses for the task as you wish and each status can be taken on project stages.in the kanban view, you can edit the status of the tasks.and also write explanations of the state.
Explain the Advantage of setting the state of a task?
It is the easiest way to inform your customers about the ongoing tasks.you can also see the ready state or blocked state on the screen.you can change the status of the task directly thought the tasks and also possible in the kanban view.
What is collaborate on tasks?
Task under the project can help to easily work with other work and it may help to reduce the time taken for tasks.here you can collaborate with your co-workers or colleagues on the same task. for more info. refer to the blog odoo 12 project - collaborative pads.
What is document management in tasks?
document managing means you can add documents on specific tasks. for example, you can add some pictures for the task for its relevant modifications.you can add an image to your task by clicking on the attachment tab and also you can add an image or document to your task through the chatter. for information refer to the blog sub-tasks in project.
How can you record a timesheet on the task?
go to projects -> configuration -> settings.
under settings, you will find a couple of options under task management. you can activate the option sub-tasks. Click the save button to mark the changes. later go to the project and select any task. one can find the new option subtask on top of the window. upon clicking the sub task button, you will be navigated to a new window where you can create a new subtask for the parent task. there you can find the task title and the person to whom the subtask is assigned to. one can also modify the subtask via clicking on the edit button. one can access the parent task from here itself. go to the corresponding project and thereby the task you want to record timesheets for. Click the start button to record the time.
you can see the time getting recorded on top. to stop the recording, click stop and to pause click pause.
upon clicking stop. you get to a new window where you can confirm the time spent on the project task. click save to record the time. now under the timesheet menu of the task, you can see the time spent by an employee on this particular task. you get to see the date, employee name, description of the task and the duration of time spent.
via clicking edit, you can mark necessary changes in the timesheet. you can set here the planned hours- the time planned to archive this task. upon setting it, you get to see the progress of the task in the progress bar, also the remaining hours available to complete the task.
How to configure the subtask in the odoo project?
To enable the sub-tasks on odoo first go to projects -> configuration -> settings. under task management sections you can see lots of options. from here activate the sub-tasks option. and save changes. for further information refer to the blog: sub-tasks in project.
What is the use of notifying the task?
Project module enables you to notify the worker's status on the corresponding tasks from kanban view, here you can use the dot button for notifying the tasks. here you can see the green and red color for the status representations. for further information refer to the blog project overview features in odoo v12.
What is the use of analytic accounts in time management?
To avoid the complexity and confusion we use analytic accounts in the project module.also in the case of timesheets the analytic account can reflect on it because the odoo erp can integrate the project module and timesheets in a perfect manner. each time analytic accounts can be created when creating a project. refer the blog project overview features in odoo v12.
How will you choose which action to follow?
You have the right to choose what you want to follow in the project clicking the down arrow. refer to the blog project overview features in odoo v12.
What you mean by following a specific task?
it is the same as that of following a project. all changes in the task can appear on the inbox.
Follow a project to follow the pipe, conveys what?
This feature is used to see the whole project's stages and operations in a big picture of all time.
What do you mean by followers in the odoo project?
Adding followers in task implies that the person will notify all the changes that might occur in the tasks, the followers can see whole tasks like you. refer to the blog Project overview features in odoo v12.
What do you mean by Responsibilities in the odoo project task?
In the odoo project, we can assign a particular person or team to set the head of the tasks. by default, you are the responsible person while creating a task. for changing this option, simply type the username of other people on the drop-down menu. and here you can also create and edit a new user.
How can you change the deadline from the calendar view?
by dragging and dropping the task.
How to manage deadlines with the calendar view?
Odoo ERP provides to switch from kanban view to calendar view, here you can see every deadline of the tasks.and also filter the deadline assigned to the employee as your wish. refer the blog project overview features in odoo v12
What do you mean by the priority of tasks?
We were putting priorities for some tasks for its sequential arrangement. if we put a low priority to a task and take back from the dashboard and next time you can see the current task moved back to the high priority tasks. we can use star in a task to prioritize the task.
How will you sort tasks in your kanban view in the project module?
tasks are sequenced in a project based on task priority. here we can add the priorities of the task by adding stars to the current stages. for more information refer to the blog project overview features in odoo v12.
How to view your tasks with the kanban view?
Kanban view is a very beneficial view in the odoo ERP because here we can see the divided stages and stage priorities and other features etc.it is the default view while entering to the project module, there are also some views are including in the project module. refer to the blog project overview features in odoo v12.
How to rearrange the stages in the project module?
We can easily rearrange the stages by dragging and dropping column to the desired locations.refer the blog project overview features in odoo v12.
What is the use of color dot and star icon in project task stages?
These are also used for the identification purpose.these are the customizable markers. for easy identification of a task, we can use the color dot.
What do you mean by discription, timesheets, extra information in task stages?
We can add the description, timesheets, extra information for easy to communicate with customer. Refer the blog project overview features in odoo v12.
What is a tag in the project's task stages?
Tag is for the quick identification of task in projects.
What is a task in projects' task stages?
from the project module, you can create a task and task stages from the dashboard, click on the create button and add the column to the projects.here we can edit the task by clicking the edit option. for more information refer to the blog project overview features in odoo v12.
Explain the creation of the project's task stages?
To create the project's task stages, first, you have to click on the create button and a new page will be opened on the screen, here you can add a certain column on the stages of the project. for more information refer to the blog project overview features in odoo v12.
How do you add your project’s stages?
in the odoo project management module, we can add project stages to the corresponding projects.to create stages click on the task button and a new window will be opened on the screen. here we can add a new column, name according to the particular stage of your project.column represents stages of the project and each can be changed by dragon tap.
for more information refer to the blog project overview features in odoo v12.
How will you create a new project in the odoo project module?
for creating a new project go to project->configuration->projects. from here we can create a new project.
then you can add the project name and the following fields. here you can add the project name and select the following options.
> planning to enable planning tasks on the project.
> timesheets to enable timesheets on the project.
> bill from tasks to enable billing from tasks.
> worksheets to enable customizable worksheets on tasks.
then click on the create button.
What are the benefits of project management in the business level?
Considering on a business level we use project management tools for managing the tasks and other operations under your company. So odoo project management tool can be used to define the tasks and another operation.refer the blog odoo project management.
Briefly explain what you mean by project management in odoo?
Project management in odoo overviews a kanban view of management system.it is similar to the white board concept. the projects can be created on your company can be managed easily in odoo project management app.
What do you mean by description, timesheets, extra information in task stages?
We can add the description, timesheets, extra information for easy to communicate with the customer. refer to the blog project overview features in odoo v12
What are the tags in the project's task stages?
one can also add deadlines for tasks and tags for quick identification. tags can be helpful, as it helps you in quickly identifying the tasks in the kanban view or in the task overview. one can also create a new tag via simply typing the text.
How will you view the task in the project?
to view the tasks, click on the task icon. here you can see the various tasks under a project, also which stage they belong to. to get an overview of the project, click the overview icon. upon, clicking you will be navigated to a new window like below:
here as you see, you get the complete overview of the project such as the recorded hours, tasks, timesheet, sale order created and so on. if you want to create a new invoice for the project, you can click the create invoice button.
Explain the project dashboard?
as soon as you enter the project management module, you see is the dashboard. the dashboard gives you a glimpse of every project that currently the company has in its store. from here, one can get a complete overview of the project also the tasks underneath every project.