This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

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Project management

In the previous chapter you deal with the financial management of projects, which was based on Open ERP's analytic accounts, structured into cases. This way of working enables you to analyze time plans and budgets, to control invoicing, and to manage your different contracts.

In this chapter you can use operational project management to organize tasks and plan the work you need to get the tasks completed. All of the necessary operations are carried out through the menu Project Management.

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Project

In Open ERP a project is represented by a set of tasks for completion. Projects have a tree structure that can be divided into phases and sub-phases. This structure is very useful for work organization.

Whereas analytic accounts look at the past activities of the company, project management's role is to plan the future. Even when there's a close link between the two (such as where a project has been planned and then completed through Open ERP) they are still two different concepts, each making its own contribution to a flexible workflow.

Most client projects are represented by:

  • one or several analytic accounts in the accounts system for tracking the contract and its different phases,

  • one or several projects in project management for tracking the project and the different tasks to be completed.

Defining a project and its tasks

To define a new project, go to the menu Project Management ‣ Projects ‣ New Project. Give your new project a Project Name.

You can put this project into a hierarchy, as a child of a Parent Project, and give it a Project Manager. You can also give it a general duration by completing Starting Date and Expected End.

By checking the box Warn manager, you configure the system to send the project manager an Open ERP request every time that a task is closed. You can also link to a Working Time category, and an Analytic Account. And you add Project Members as you need.

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Warn Customer setup

If you check Warn customer, you should define a page header and footer in the Partner Info tab for use in an email. Open ERP prepares an email that the user can send to the client each time that a task is completed. The contents of this email are based on details of the project task, and can be modified by the user before the email is sent.

一个项目的状态,可以采取以下值:

  • Open : while the project is being carried out,

  • Pending : while the project is paused,

  • Canceled : if the project has been canceled and therefore aborted,

  • Done : the project has been successfully completed.

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Study of client satisfaction

Some companies run a system where emails are automatically sent at the end of a task requesting the client to complete an online survey. This survey enables them to ask different questions about the work carried out, to gauge client satisfaction as the project progresses.

This function can be used by companies certified to ISO 9001, to rate client satisfaction.

Once a project has been defined you can code in the tasks to be done. You've two possibilities for this:

  • from the ACTION link button Create a task to the right of the project form,

  • from the menu Project Management ‣ All Tasks, create a new task and assign it to an existing project.

Managing tasks

Each task must adopt one of the following states:

  • Draft : the task has been entered but hasn't yet been validated by the person who will have to do it,

  • Open

  • Closed

  • Cancelled

  • Pending

A task can be assigned to a user, who then becomes responsible for closing it. But you could also leave it unassigned so that nobody specific will be responsible: various team members instead are made jointly responsible for taking on tasks that they have the skills for.

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Tasks in project management

Each user then manages his or her own task using the different available menus. To open the list of unclosed tasks that you have been assigned specifically use the menu Project Management ‣ Tasks ‣ My Tasks. Or to open the unassigned tasks, go to Project Management ‣ Tasks ‣ All Tasks ‣ Unassigned Tasks and then select Draftand Open tasks from that list.

小技巧

Shortcuts

Every user should create a link in their own shortcuts to the My Tasks menu because they'll have to consult this menu several times a day.

Assigning roles: account manager and project manager

In some companies two distinct responsibilities are defined for each important project:

  • someone responsible for the client,

  • someone responsible for managing the project technically.

The person responsible for the client, the client account manager, approves client requests, writes sales proposals, and assures that these activities and the invoicing progress properly. He is responsible for the functional definition of the client's needs. The account manager would have a sales, technical sales or financial profile.

The person responsible for the technical tracking of the project is called the project manager. She makes the project happen, organizing and sub-contracting the different project tasks. The project manager would often be responsible for a development team to carry the project out, and generally has a technical profile.

If you don't make any such distinction in the roles then put the same person in both fields.

Invoicing tasks

Several methods of invoicing have already been described:

  • invoicing from a sales order,

  • invoicing on the basis of analytic costs (service times, expenses),

  • invoicing on the basis of deliveries,

  • manual invoicing.

Although invoicing tasks might appear useful, in certain situations it's best to invoice from the service or purchase orders instead. These methods of invoicing are more flexible, with various pricing levels set out in the pricelist, and different products that can be invoiced. And it's helpful to limit the number of invoicing methods in your company by extending the use of an invoicing method that you already have.

If you want to connect your Sales Order with Project Management tasks you should create such products as Consultant , and Senior Developer . These products should be configured with Product Type Service, a Procure Method of Make to Order , and a Supply Method of Produce . Once you've set this up, Open ERP automatically creates a task in project management when the order is approved.

You can also change some of the order parameters, which affects the invoice:

  • Shipping Policy : Payment before deliveryor Invoice on Order After Delivery(when the task is closed),

  • Invoice On : Ordered Quantities or Shipped Quantities (actual hours in the task).

Planning and managing priorities

Several methods can be used for ordering tasks by their respective priorities. Open ERP orders tasks based on a function of the following fields: Sequence, Priority, and Deadline.

Use the Sequence field on the second tab, Other Information, to plan a project made up of several tasks. In the case of an IT project, for example, where development tasks are done in a given order, the first task to do will be sequence number 1, then numbers 2, 3, 4 and so on. When you first open the list of project tasks, they're listed in their sequence order.

You can use one of these three ordering methods, or combine several of them, depending on the project.

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Agile methods

Open ERP implements the agile methodology Scrum for IT development projects in the scrum module.

Scrum supplements the task system with the following concepts: long-term planning, sprints, iterative development, progress meetings, burndown chart, and product backlog.

Look at the site: http://controlchaos.com for more information on the Scrum methodology.

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Gantt plan, calculated for earliest delivery

You can set an attendance grid (or the timesheets) in the project file. If you don't specify anything, Open ERP assumes by default that you work 8 hours a day from Monday to Sunday. Once a grid is specified you can call up a project Gantt chart from right-hand toolbar. The system then calculates a project plan for earliest delivery using task ordering and the attendance grid.

小技巧

Calendar view

Open ERP can give you a calendar view of the different tasks in both the web client and the GTK client. This is all based on the deadline data and displays only tasks that have a deadline. You can then delete, create or modify tasks using simple drag and drop.

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Calendar view of the system tasks

Task delegation

To delegate a task to another user you can just change the person responsible for that task. However the system doesn't help you track tasks that you've delegated, such as monitoring of work done, if you do it this way.

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Form for delegating a task to another user

Instead, you can use the button Delegate on a task.

The system enables you to modify tasks at all levels in the chain of delegation, to add additional information. A task can therefore start as a global objective and become more detailed as it is delegated down in the hierarchy.

The second tab on the task form gives you a complete history of the chain of delegation for each task. You can find a link to the parent task there, and the different tasks that have been delegated.