This module allows the creation and the update of projects and tasks associated to a sale order manually.
This module provides a new functionality to transform your sale order in projects and tasks (and to update those in case sale order is updated)
New feature has been added to manage product to link independently product to project and tasks.
This module extends the functionality of the *sale_service* and *lefilament_projets* modules, a new type of the service tracking product has been added to manage the manual creation of a new project for each order.
Product template has been enhanced, invoicing policy section in order to set how each product should behave when transformed from sale order to project/task.
This module depends upon *sale_service* and *lefilament_projets* modules.
Configuration
Configuration
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#. Go to Sales -> Products and create a product with type Service, check also option 'Create a project and link tasks'.
1. In *Sales > Products* when creating a product of Service type, in *Invoicing > Invoicing policy* you can now use an extra *track service* named 'Create a project and link tasks'.
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Note : the existing *track services* are preserved and can still be used together with the following options, the new service was created in order not to track hours as delivered in sale order. As a remainder for the existing types:
Manual : delivered quantities are manually set on sale order line
Timesheet : hours spent on project with the same customer are reported in the sale order as delivered quantities
Task : Create a task in a specific project (if filled) and reports hours from this task in delivered quantities
Now you can add project and task type for this product.
Now you can add project and task type for this product.
- If a project and a task type are selected, when click on new button "Create project" on the sale view, automatically, a task has been created on the corresponding project and task type.
- If you select none, when creating a project from sale order, a wizard will propose you to select an existing project or to create a new one and a task will be created inside that project with the content of your sale order line description.
- If no project and no task type are selected, when click on new button "Create project" on the sale view, a new project and a new task are created. Possibility to choose an existing project or create a new one.
- When selecting here a project and a task type, when creating a project from sale order, a new task with the content of the sale order line description will be created inside the defined project with defined task type.
#. Go to Sales settings via under Configuration >> Settings.
Set Default Stage for created tasks.
#. In *Sales > Configuration > Settings* you can now configure the default task type / stage you want to use when creating task associated to a sale order line.
Possibility no follow or not the timesheet on tasks.
If "Do not track delivered quantity" option is selected, no track on timesheet
#. In *Project > Configuration > Stages* a new boolean field case_default / Default step has been added to each stage to define which stages should be added by default to any new project.
If "Standard operation for tracking delivered quantitiy based on time spent on project tasks" selected, timesheet is tracked on sale line
#. Go to stage settings via Project menu >> Stages option. Open/create new stage form and check "Default step" in order assign stage in new project created
#. In *Project > Configuration > Configuration* an *alias prefix* has been added so that new projects will have an e-mail alias prefixed with this field
#. Go to Project settings via under Configuration >> Configuration.
Possibility to set a default "Alias prefix"
Usage
Usage
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#. Go to Sales -> Sales Orders and create new with a service product with new option track service selected.
1. Configure your Odoo instance as described in previous section
#. Confirm Sale Order. A new button appears allowing to create a new project
#. Click on the new button, wizard opens, possibility to choose an existing project or define a new one
#. On each confirmed sale order you find a new button to *Create Project* that will open a wizard to select existing project or creating a new one. Tasks would be assigned to selected project, with associated scheduled time (depending on sale price / daily cost configured in Project configuration)
#. After validation, new project assigned and corresponding tasks created. New button appeard to "Update tasks"
#. When Update tasks, if line updated or new line added, corresponding project and/or tasks are updated
#. You can also follow the various tasks and timesheets associated to that sale order
#. On sale order line update, click on button *Update tasks* to update projects and tasks associated with this sale order.
