项目模块
| 项目 | |
|---|---|
| 模块ID | 400 |
| 用户手册 | 本页 |
| 开发文档 | Module Projects (developer) |
简介
项目模块是一个Dolibarr核心模块。它是可选的，可以从模块设置页面激活。
该模块有几个用途：
- 跟踪销售线索和机会
- 和|或 管理定义为层次结构任务的项目
- 和|或 跟踪用户在这些任务上投入的时间。
可用于内部项目，为您的组织或项目链接不同Dolibarr对象（如 报价单、客户订单、客户发票 ...）。
关于定义的重要提醒
术语“任务”经常与“事件”、“操作”、“日记”等术语混淆。
在阅读本文档之前，了解由规范 RFC2445 定义和规范化的每个术语的含义非常重要。
如果您不熟悉这些，请阅读此摘要页面：事件-待办事项-日志。
本模块能做什么
- 允许定义商机状态和项目是否为商务线索的概率。
- 将项目作为层次结构的任务进行管理
- 允许定义内部项目（为您的组织而做）或外部项目（由您的组织为客户而做）
- 允许在任务上分配内部或外部用户
- 允许在用户之间共享项目，为每个分配的用户提供任务和项目的正确视图
- 允许跟踪每个工位和用户在任务上花费的时间。
- 可以根据花费的时间生成发票。
- 允许将任何对象（发票，订单，报价单，干预，制造订单...）、文档、URL分配给项目和任务。
- 提供项目的完整视图，包括计划时间和实际工时，甘特视图和所有文档
- 支持项目和任务的自定义字段
- 为项目和任务报表提供文档模型
本模块不能做什么
- 不支持基于用户空闲时间的自动规划。
- 不计算任何关键路径。
安装
该模块包含在 Dolibarr 发行版中，因此无需安装。
配置
要使用此模块，必须首先使用管理员帐户通过菜单选项 "主页 - 设置 - 模块"启用它：
选择列出模块的选项卡。然后点击 "激活"。。
模块现在已激活。
如果在该模块的行尾出现一个齿轮图标
，则单击它以访问特定于模块的设置页面。
以下是可用于配置此模块的选项
配置选项
项目 > 参数
- 用项目跟进线索/商机
- 如果选中，您可以将项目关联到合作方并跟踪报价单的状态。这是管理外部项目所必需的。
- 用项目跟进任务和/或报告时间成本（工时表）
- 如果选中，您可以输入项目的详细任务并最终跟踪付出的工时（即使选择了该选项，也不是强制性的）。:如果未选，则仅允许跟踪商机（即销售项目状态）。
项目 > 项目编号模式
项目默认使用Simple模式进行自动编号。您也可以使用Universal引擎定义您自己的编号方式。
项目 > 任务编号模式
任务默认使用Simple模式进行自动编号。您也可以使用Universal引擎定义您自己的编号方式。任务编号模式独立于项目编号模式。
项目 > 项目报表文档模板
可以启用timespent模板：项目的工时报表文档模板；
可以启用beluga模板：项目的链接对象概述报表文档模板；
可以启用baleine模板：项目的任务报表文档模板；
可以启用ODT templates模板：从OpenDocuments模板生成文档。
项目 > 任务报表文档模板
可以启用ODT templates模板：从OpenDocuments模板生成文档。
项目 > 其他参数
- 使用自动完成字段选择项目（而不是使用列表框）
- 如果您将大量商机作为项目进行跟踪，这将非常有用。
- 在合作方的文档上，可以选择与另一个合作方关联的项目
- 默认情况下，只有附加到项目的合作方的文档才能链接到项目，但是您可能有一个分包商将提供与项目相关的文档。在这种情况下，您需要激活该选项。
自定义属性（项目）
使用此标签页可以为项目表单定义额外字段。
自定义属性（任务）
使用此标签页可以为任务表单定义额外字段。
字典
该模块附带字典“项目/销售线索的商机状态”。
当模块用于跟踪销售线索/商机时，将使用此字典。它包含商机签单的概率。
前往“设置”菜单，然后选择“字典库”，可以自定义字典值来限定商机的状态。
该模块还使用“联系人/地址类型”字典，并默认填充它用以关联分配给项目或任务的联系人或用户。
权限
- 查看项目和任务（共享项目和我联系的项目）。还可以输入已分配任务所消耗的时间（工时）
- 创建/修改项目（共享项目和我联系的项目）
- 删除项目（共享项目和我联系的项目）
- 导出项目
- 查看所有项目和任务（包括非我联系的私人项目）
- 创建/修改所有项目和任务（包括非我联系的私人项目）
- 删除所有项目和任务（包括非我联系的私人项目）
使用方法
该模块可通过 Dolibarr 顶部菜单中的项目图标进行访问。
请注意，左侧菜单显示两组选项：
- 访问您自己的项目和任务。这些是分配给您的项目和任务。
- 访问共享项目和任务。这些是您可以读取的项目和任务（即使您未被分配到）。根据您拥有的权限，对此视图的访问可能会受到限制。
实体和业务规则
项目实体
这是通过模块添加的根对象。
属性
| 属性 | 描述 | 注释 / 值 |
|---|---|---|
| Reference | 由模板自动生成。它是独一无二的。 | 参见 Set-up Options 以自定义模板。 |
| Label | 项目的全名。 | |
| Visibility | 此属性定义用户权限。 |
|
| Status | Current status of the project, updated by the project workflow. |
|
| Start date | Starting date for the project | Could be any valid date in past or future. Note that no control is made between start and end date. |
| End date | Ending date for the project | Could be any valid date in past or future. Note that no control is made between start and end date. |
| Opportunity status | Value selected from the "Opportunity status for project/lead" dictionary. | Only displayed when "Use projects to follow leads/opportunities" option is set-up. |
| Opportunity probability | The percentage associated to the Opportunity status, could be updated manually. | Only displayed when "Use projects to follow leads/opportunities" option is set-up. |
| Opportunity amount | Amount of the opportunity in default currency. | Only displayed when "Use projects to follow leads/opportunities" option is set-up. |
| Budget | Amount of the budget required for the project in default currency (if any). | |
| Description | A text to describe your project. | |
| Public Notes | A text area (html) to store public notes on the project. | |
| Private Notes | A text area (html) to store private notes on the project. |
Links
| Entity linked | Description | Notes |
|---|---|---|
| Users | You could allocate multiple users to a project, specifying a role. Two roles are defined by default, but you could extend it if needed. | There is no limitation to number of users linked, even with the same role. |
| Contacts | You could allocate multiple contacts - from different third parties - to a project, specifying a role. Two roles are defined by default, but you could extend it if needed | There is no limitation to number of contacts linked, even with the same role. Contact and User roles could be different if needed. |
| Documents | You could upload multiple document files and link them to a project. | Document could also be generated using templates, see Set-up Options to activate the templates. |
| URL | You could attach multiple URL links to a project. | |
| Commercial proposal | You could attach multiple proposals to a project. | You could create the proposal from the project overview tab. |
| Customer order | You could attach multiple customer orders to a project. | You could create the order from the project overview tab. |
| Customer invoice | You could attach multiple customer invoices to a project. | You could create the invoice from the project overview tab. |
| Customer template invoice | You could attach multiple template customer invoices to a project. | You could create the invoice from the project overview tab. |
| Supplier order | You could attach multiple supplier orders to a project. | You could create the order from the project overview tab. |
| Supplier invoice | You could attach multiple supplier invoices to a project. | You could create the invoice from the project overview tab. |
| Contract | You could attach multiple contracts to a project. | You could create the contract from the project overview tab. |
| Expense report | You could attach multiple expense report to a project. | You could create the invoice from the project overview tab. |
| Event | You could attach multiple events to a project. | You could create the event from the project overview tab. The Agenda module should be activated. |
| Task | You could attach multiple tasks to a project. See below the tasks properties. | The option to manage tasks in a project should be properly activated, see Set-up Options |
Task entity
This is the child entity of the project entity. It is possible to create a hierarchy of tasks, the project being the root of the tree.
Properties
| Property | Description | Note / Values |
|---|---|---|
| Reference | Generated automatically by a template. It is unique. | See Set-up Options to customize the template. |
| Label | The full name of the task. | |
| Child of project/task | By default the current project but could be changed to an other project task to create a tasks hierarchy. | |
| Assigned to | The user responsible of the task. | By default the task creator. |
| Start date | Starting date for the task | Could be any valid date in past or future. Note that no control is made between start and end date neither with project dates. |
| End date | Ending date for the task | Could be any valid date in past or future. Note that no control is made between start and end date neither with project dates. |
| Planned workload | Planned workload to complete the task in hours and minutes. | |
| Declared progress | A percentage to be updated manually. | Could also be updated when capturing time spend on task. |
| Description | A text to describe your task. | |
| Public Notes | A text area (html) to store public notes on the task. | |
| Private Notes | A text area (html) to store private notes on the task. |
Links
| Entity linked | Description | Notes |
|---|---|---|
| Users | You could allocate multiple users to a task, specifying a role. Two roles are defined by default, but you could extend it if needed. | There is no limitation to number of users linked, even with the same role. |
| Contacts | You could allocate multiple contacts - from different third parties - to a task, specifying a role. Two roles are defined by default, but you could extend it if needed | There is no limitation to number of contacts linked, even with the same role. Contact and User roles could be different if needed. |
| Documents | You could upload multiple document files and link them to a project. | Document could also be generated using ODT templates, see Set-up Options to activate the templates. |
| URL | You could attach multiple URL links to a project. | |
| Time spent | You could attach multiple time spent slot to a task. | See the entity attributes below for more details. |
| Task | You could attach multiple tasks to a task by using it as a parent task. |
Time spent record
These records allows to capture the time spent by a user on a task at a given time.
The time spent could be entered from different points:
- using the tab dedicated in the task form
- using the "New time spent" option in the module left menu.
In both cases you could enter time spend by day, but the menu option allows also to enter time spend by week. In this case you could only enter one time slot by day.
Properties
| Property | Description | Note / Values |
|---|---|---|
| Start Date and Time | Define when the time has been spent. | Time is not available when you enter the data by weeks. |
| Duration | Hours and minutes spent on the task. | This is mandatory to create a record |
| Note | A small text to comment what was done or how time was spent. | Note is not available when you enter the data by weeks. |
| Done by | The user who has spent time on the task. | The user should be assigned to the task to enter a time spent record |
Links
| Entity linked | Description | Notes |
|---|---|---|
| Users | One and only one user is linked to a time spent record | The user should be linked to the task, to create the record. |
| Task | One and only one task is linked to a time spent record |
Project visibility and user actions
This module allow to share projects and task across users. Each user could interact based on :
- Permissions allowed
- Project visibility
- Assignment to project
The following table summarizes actions available based on these factors.
| User | Project | ||||
|---|---|---|---|---|---|
| Visibility on project contact only | Visibility for everybody | ||||
| Status | User is not a contact of project | User is a contact of project | User is not a contact of project | User is a contact of project | |
| Permission | Read | Project hidden | read project & tasks
add time spent on owned tasks |
Project hidden | read project & tasks
add time spent on tasks |
| Create/Modify | modify close project
create modify tasks |
modify close project
create modify tasks | |||
| Delete | delete projects & tasks | delete projects & tasks | |||
| Read all projects (even if not contact or public) | read projects & tasks
add time spent on owned tasks | ||||
| Create/Modify all projects (even if not contact or public) | modify close project
create modify tasks | ||||
| Delete all projects (even if not contact or public) | delete projects and tasks | ||||
项目的工作流
项目状态遵循以下工作流顺序：草稿、打开、已关闭。
创建项目
创建新项目是通过主菜单“项目”上的“新建销售线索或项目”菜单完成的。
公共项目（和所有任务）可以由具有读取项目权限的任何人读取/编辑。
私人项目（和所有任务）只能由定义为项目的联系人、参与者、项目创建者的用户读取/编辑（如果删除所有联系人，我们必须至少要保留一个用户在该项目上的授权。就是创建者）。
创建任务
任务的创建是通过项目的“任务”标签页上的“创建任务”按钮，或菜单“项目->新建任务”完成的。
- 如果您具有创建/编辑项目的权限，并且您是项目的联系人（或者项目是公共项目），则可以创建一个任务。
- 一个任务位于项目的根目录下或项目的另一个任务下。
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