Difference between revisions of "Module Projects"
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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. |
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| + | 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}} | ||
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= Workflow = | = Workflow = | ||
Revision as of 17:03, 3 January 2017
| Project | |
|---|---|
| Numero/ID of module | 400 |
| User doc. of module | This page |
| Developer doc. of module | Module Projects (developer) |
Introduction
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 commercial proposals, customers orders or 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
This module is included with the Dolibarr distribution, so there is no need to install it.
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 
on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
Workflow
Permissions
See file File:Project.odg that describe different conditions to realize different actions of module.
Create a project
Creation of a new project is done from menu "New project" on main menu "Project"
A project can be public or private. 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).
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".
- A task can be created on all shared projects or on a project you are a contact for.
- A task is on the root of a project or under another task of the project.
Remove a project
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Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
Remove a task
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Activity
Activities are time spent to work on tasks.
Examples of use cases
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