項目模塊
| 項目 | |
|---|---|
| 模塊ID | 400 |
| 用戶手冊 | 本頁 |
| 開發文檔 | Module Projects (developer) |
簡介
項目模塊是一個Dolibarr核心模塊。它是可選的，可以從模塊設置頁面激活。
該模塊有幾個用途：
- 跟蹤銷售線索和機會
- 和|或 管理定義為層次結構任務的項目
- 和|或 跟蹤用戶在這些任務上投入的時間。
可用於內部項目，為您的組織或項目連結不同Dolibarr對象（如 報價單、客戶訂單、客戶發票 ...）。
關於定義的重要提醒
術語「任務」經常與「事件」、「操作」、「日記」等術語混淆。
在閱讀本文檔之前，了解由規範 RFC2445 定義和規範化的每個術語的含義非常重要。
如果您不熟悉這些，請閱讀此摘要頁面：事件-待辦事項-日誌。
本模塊能做什麼
- 允許定義商機狀態和項目是否為商務線索的概率。
- 將項目作為層次結構的任務進行管理
- 允許定義內部項目（為您的組織而做）或外部項目（由您的組織為客戶而做）
- 允許在任務上分配內部或外部用戶
- 允許在用戶之間共享項目，為每個分配的用戶提供任務和項目的正確視圖
- 允許跟蹤每個工位和用戶在任務上花費的時間。
- 可以根據花費的時間生成發票。
- 允許將任何對象（發票，訂單，報價單，干預，製造訂單...）、文檔、URL分配給項目和任務。
- 提供項目的完整視圖，包括計劃時間和實際工時，甘特視圖和所有文檔
- 支持項目和任務的自定義字段
- 為項目和任務報表提供文檔模型
本模塊不能做什麼
- 不支持基於用戶空閒時間的自動規劃。
- 不計算任何關鍵路徑。
安裝
該模塊包含在 Dolibarr 發行版中，因此無需安裝。
配置
要使用此模塊，必須首先使用管理員帳戶通過菜單選項 "主頁 - 設置 - 模塊"啟用它：
選擇列出模塊的選項卡。然後點擊 "激活"。。
模塊現在已激活。
如果在該模塊的行尾出現一個齒輪圖標
，則單擊它以訪問特定於模塊的設置頁面。
以下是可用於配置此模塊的選項
配置選項
項目 > 參數
- 用項目跟進線索/商機
- 如果選中，您可以將項目關聯到合作方並跟蹤報價單的狀態。這是管理外部項目所必需的。
- 用項目跟進任務和/或報告時間成本（工時表）
- 如果選中，您可以輸入項目的詳細任務並最終跟蹤付出的工時（即使選擇了該選項，也不是強制性的）。:如果未選，則僅允許跟蹤商機（即銷售項目狀態）。
項目 > 項目編號模式
項目默認使用Simple模式進行自動編號。您也可以使用Universal引擎定義您自己的編號方式。
項目 > 任務編號模式
任務默認使用Simple模式進行自動編號。您也可以使用Universal引擎定義您自己的編號方式。任務編號模式獨立於項目編號模式。
項目 > 項目報表文檔模板
可以啟用timespent模板：項目的工時報表文檔模板；
可以啟用beluga模板：項目的連結對象概述報表文檔模板；
可以啟用baleine模板：項目的任務報表文檔模板；
可以啟用ODT templates模板：從OpenDocuments模板生成文檔。
項目 > 任務報表文檔模板
可以啟用ODT templates模板：從OpenDocuments模板生成文檔。
項目 > 其他參數
- 使用自動完成字段選擇項目（而不是使用列表框）
- 如果您將大量商機作為項目進行跟蹤，這將非常有用。
- 在合作方的文檔上，可以選擇與另一個合作方關聯的項目
- 默認情況下，只有附加到項目的合作方的文檔才能連結到項目，但是您可能有一個分包商將提供與項目相關的文檔。在這種情況下，您需要激活該選項。
自定義屬性（項目）
使用此標籤頁可以為項目表單定義額外字段。
自定義屬性（任務）
使用此標籤頁可以為任務表單定義額外字段。
字典
該模塊附帶字典「項目/銷售線索的商機狀態」。
當模塊用於跟蹤銷售線索/商機時，將使用此字典。它包含商機簽單的概率。
前往「設置」菜單，然後選擇「字典庫」，可以自定義字典值來限定商機的狀態。
該模塊還使用「聯繫人/地址類型」字典，並默認填充它用以關聯分配給項目或任務的聯繫人或用戶。
權限
- 查看項目和任務（共享項目和我聯繫的項目）。還可以輸入已分配任務所消耗的時間（工時）
- 創建/修改項目（共享項目和我聯繫的項目）
- 刪除項目（共享項目和我聯繫的項目）
- 導出項目
- 查看所有項目和任務（包括非我聯繫的私人項目）
- 創建/修改所有項目和任務（包括非我聯繫的私人項目）
- 刪除所有項目和任務（包括非我聯繫的私人項目）
使用方法
該模塊可通過 Dolibarr 頂部菜單中的項目圖標進行訪問。
請注意，左側菜單顯示兩組選項：
- 訪問您自己的項目和任務。這些是分配給您的項目和任務。
- 訪問共享項目和任務。這些是您可以讀取的項目和任務（即使您未被分配到）。根據您擁有的權限，對此視圖的訪問可能會受到限制。
實體和業務規則
項目實體
這是通過模塊添加的根對象。
屬性
| 屬性 | 描述 | 注釋 / 值 |
|---|---|---|
| Reference | 由模板自動生成。它是獨一無二的。 | 參見 Set-up Options 以自定義模板。 |
| Label | 項目的全名。 | |
| Visibility | 此屬性定義用戶權限。 |
|
| 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 | ||||
項目的工作流
項目狀態遵循以下工作流順序：草稿、打開、已關閉。
創建項目
創建新項目是通過主菜單「項目」上的「新建銷售線索或項目」菜單完成的。
公共項目（和所有任務）可以由具有讀取項目權限的任何人讀取/編輯。
私人項目（和所有任務）只能由定義為項目的聯繫人、參與者、項目創建者的用戶讀取/編輯（如果刪除所有聯繫人，我們必須至少要保留一個用戶在該項目上的授權。就是創建者）。
創建任務
任務的創建是通過項目的「任務」標籤頁上的「創建任務」按鈕，或菜單「項目->新建任務」完成的。
- 如果您具有創建/編輯項目的權限，並且您是項目的聯繫人（或者項目是公共項目），則可以創建一個任務。
- 一個任務位於項目的根目錄下或項目的另一個任務下。
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