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Module Projects: Difference between revisions
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Extended Introduction and normalized it as for the Agenda module.
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(Extended Introduction and normalized it as for the Agenda module.) |
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= Introduction = | = Introduction = | ||
The Project module | The Project Module is a core Dolibarr module. It is optional and part of the Projects/Collaborative work group in module list. | ||
The main purpose of the module is to manage projects defined as a hierarchy of tasks and to track time consumed by users on these tasks. | |||
Projects could be used for internal projects, done for your organisation or for projects linked to Dolibarr entities (like [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customers orders]] or [[Module Customers Invoices|customers invoices]]). | |||
Current documentation applies to 4.0.2 Dolibarr release. | |||
== Important notice regarding definitions == | |||
The term '''Tasks''' is often confused with terms like "Events", "Action", "Journal". | |||
Before you read this documentation, it is important to know the meanings of each terms which have been defined and normalized by the norm RFC2445. | |||
If you are not familiar with these, read this summary page : [[Events-Todo-Journal]]. | |||
== What this module does == | |||
* Manage project as a hierarchy of tasks. | |||
* Allow to define internal projects (done for your organization). | |||
* Allow to define external projects (done by your organization for a client). | |||
* Allow to allocate internal or external users on tasks. | |||
* Allow to share projects across users, providing to each assigned user the proper view of tasks and projects. | |||
* Allow to track time spend on task per working slot and user. | |||
* Allow to assign any element or document (invoice, order, proposal, intervention, ...) or URL to project and tasks. | |||
* Provide a full view of the project with time planned and spend, Gant view and all documents. | |||
* Support extra fields for projects and task. | |||
* Provide document models for projects and tasks reports. | |||
== What this module does not == | |||
* Does not support automated planning based on user availability. | |||
* Does not calculate any critical path. | |||
* Does not support allocating resources other than users on tasks. | |||
= Installation = | = Installation = | ||
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= Configuration = | = Configuration = | ||
{{ActivationModuleEn}} | {{ActivationModuleEn}} | ||
= Workflow = | = Workflow = | ||