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Module Projects: Difference between revisions
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= | =مقدمة هامة= | ||
The Project Module is a core Dolibarr module. It is optional and can be activated from the module setup page. | The Project Module is a core Dolibarr module. It is optional and can be activated from the module setup page. | ||
This module hase several purposes: | This module hase several purposes: | ||
* follow lead and opportunities | |||
* and|or manage projects defined as a hierarchy of tasks | *follow lead and opportunities | ||
* and|or track time consumed by users on these tasks. | *and|or manage projects defined as a hierarchy of tasks | ||
*and|or track time consumed by users on these tasks. | |||
Projects could be used for internal projects, done for your organisation or for projects to link different Dolibarr objects (like [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customers orders]], [[Module Customers Invoices|customers invoices]], ...). | Projects could be used for internal projects, done for your organisation or for projects to link different Dolibarr objects (like [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customers orders]], [[Module Customers Invoices|customers invoices]], ...). | ||
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Project status follows this workflow sequence : '''Draft''', '''Open''', '''Closed'''. | Project status follows this workflow sequence : '''Draft''', '''Open''', '''Closed'''. | ||
=== Create a project === | ===Create a project=== | ||
Creation of a new project is done from menu "New project" on main menu "Project" | Creation of a new project is done from menu "New project" on main menu "Project" | ||
Public projects (and all tasks) can be read/edited by anybody with read project permissions. | Public projects (and all tasks) can be read/edited by anybody with read project permissions. | ||
Private project (and all tasks) can be read/edited only by users defined as contact/actors of project + the creator of project (if all contacts are removed, we must keep at least one user authorized on project. This is the creator). | Private project (and all tasks) can be read/edited only by users defined as contact/actors of project + the creator of project (if all contacts are removed, we must keep at least one user authorized on project. This is the creator). | ||
=== Create a task === | ===Create a task=== | ||
Creation of a task is done from button "Create Task" on the tab "Task" of a project or from menu "Projects -> New task". | Creation of a task is done from button "Create Task" on the tab "Task" of a project or from menu "Projects -> New task". | ||
* A task can be created if you have permission to create/edit projects and if you are contact of a project (or if projet is a public project). | |||
* A task is on the root of a project or under another task of the project. | *A task can be created if you have permission to create/edit projects and if you are contact of a project (or if projet is a public project). | ||
*A task is on the root of a project or under another task of the project. | |||
{{ToComplete}} | {{ToComplete}} | ||