Difference between revisions of "Module Projects"

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devdoc=[[Module Projects]]|
 
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= Définitions =
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= Definitions =
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Before starting to use the Project module, it is important to understand the difference and meanings of following terms
Avant d'aller plus loin sur l'utilisation du module Projet, il est important de se familiariser avec les termes de
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Events / Tasks / Journals.
Evènements / Taches / Journaux.
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This terms are often misunderstood and they are used differently. So you should first know the real definitions of this terms as they are used by most ERP/CRM softwares. For this, you can read definitions on page [[EventsTodoJournal]]
Ces notions souvent confondues ont des vocations différentes, aussi il est important de se familiariser avec ces termes admis dans la plupart des ERP. Pour cela, une définition est donnée sur la page [[EventsTodoJournal]]
 
  
= Créer un projet =
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= Create a project =
La création d'un nouveau projet se fait depuis la fiche client ou prospect (à partir de l'onglet "Tiers") d'une société via le bouton "Créer projet"
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Creation of a new project is done from menu "New project" on main menu "Poject"
  
= Créer une tache =
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= Create a task =
La création d'un nouveau projet se fait depuis la fiche client ou prospect (à partir de l'onglet "Tiers") d'une société via le bouton "Créer projet"
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Creation of a task is done from a the Task tab of a project card.
  
= Supprimer un projet =
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= Remove a project =
A compléter
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To complete
  
= Supprimer une tache =
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= Remove a task =
A compléter
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To complete
  
= Exemples de cas d'utilisation =
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= Examples of use cases =
A compléter
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To complete

Revision as of 16:30, 4 August 2009

Project
Numéro/ID du module {{{num}}}
Doc utilisateur du module This page
Doc développeur du module Module Projects

Introduction

The Project module allows you to manage tasks and time consuming on tasks. You can also link Dolibarr entities to a project (like commercial proposals, des customers orders or customers invoices).

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears Cog circle.svg on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

Definitions

Before starting to use the Project module, it is important to understand the difference and meanings of following terms Events / Tasks / Journals. This terms are often misunderstood and they are used differently. So you should first know the real definitions of this terms as they are used by most ERP/CRM softwares. For this, you can read definitions on page EventsTodoJournal

Create a project

Creation of a new project is done from menu "New project" on main menu "Poject"

Create a task

Creation of a task is done from a the Task tab of a project card.

Remove a project

To complete

Remove a task

To complete

Examples of use cases

To complete