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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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= Configuration = | = Configuration = | ||
{{ActivationModuleEn}} | {{ActivationModuleEn}} | ||
Below are the options available to configure this module. | |||
== Set-up options == | |||
=== Projects > Parameters === | |||
;Use projects to follow leads/opportunities:If selected you could associate the project to a third party and follow the status of the proposal. This is required to manage external project. | |||
;Use projects to follow tasks and time: You need to select this option if you want to enter the detailed tasks of the projects and eventually follow time spend (this is not mandatory even if the option is selected). If not selected the module just allow to follow business opportunities (i.e. sales projects status). | |||
=== Projects > Projects numbering module === | |||
Projects are numbered automatically using a simple model. You could change this model and define your own number template using the universal engine. | |||
=== Projects > Tasks numbering module === | |||
Tasks are numbered automatically using a simple model. You could change this model and define your own number template using the universal engine. The task numbering model is independent from the project one. | |||
=== Projects > Project reports document model === | |||
You could select a template for linked objects overview and a report template for project tasks. It is also possible to generate documents from OpenDocuments templates, a simple one is provided. | |||
=== Projects > Task reports document model === | |||
It is possible to generate documents from OpenDocuments templates, a simple one is provided. | |||
=== Projects > Other Parameters === | |||
;Use auto-completion fields to choose project (instead of using a list box):This could be very useful if you track a large volume of opportunities as projects. | |||
;On document of a third-party, can choose a project linked to another third-party:By default only document of the third party attached to the project could be linked to the project, however you may have a sub-contractor that will provide documents related to the project. In this case you need the option activated. | |||
=== Complementary attributes (project) === | |||
Use this tab to define extra fields that will be available in the project card. | |||
=== Complementary attributes (task) === | |||
Use this tab to define extra fields that will be available in the task card. | |||
== Dictionaries == | |||
The module comes with the the "Opportunity status for project/lead" dictionary. | |||
This dictionary is used when the module is used to follow leads/opportunities. It contains the probability to sign the opportunities. | |||
Go to the '''Setup''' menu and select '''Dictionaries''' to customize the list of values to qualify your opportunities. | |||
The module also use the "Contact/Address types" dictionary, and populate it by default to associate a contact or a user allocated to a project or a task. | |||
== Permissions == | |||
#Read projects and tasks (shared project and projects i'm contact for). Can also enter time consumed on assigned tasks (timesheet) | |||
#Create/modify projects (shared project and projects i'm contact for) | |||
#Delete projects (shared project and projects i'm contact for) | |||
#Export projects | |||
#Read all projects and tasks (also private projects i am not contact for) | |||
#Create/modify all projects and tasks (also private projects i am not contact for) | |||
#Delete all projects and tasks (also private projects i am not contact for) | |||
By default 1 is the default permission. | |||
Go to the '''Setup''' menu and select '''Security''' if you need to add some. | |||
= Workflow = | = Workflow = | ||