odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/services/planning.md

@@ -0,0 +1,327 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/services/planning.html"
+---
+
+:show-content:
+# 
+# Planning
+
+**Odoo Planning** allows you to plan your team's schedule and manage shifts and resources.
+
+Handling your team's planning comes with specific requirements that may vary widely depending on
+your business needs. The following concepts were introduced in Odoo Planning to meet those needs:
+
+**Shifts** are dispatched to **resources**, which can be either :ref:`human <planning/employees>`
+(employees) or :ref:`material <planning/materials>` (e.g., equipment). The resources are assigned
+:ref:`roles <planning/roles>`, which allows for organization of work within the team.
+
+Once the initial configuration is done, :ref:`planning shifts <planning/shifts>` can be done
+manually or automated by using the :ref:`Auto Plan <planning/open-shifts>` feature.
+
+An integration between the Planning and Sales apps allows the linking of sold services to roles and
+shifts in Planning. Additionally, integration with :doc:`Project <project>` allows dedicating
+shifts, and thus time and resources, to specific projects.
+
+.. seealso::
+   [Odoo tutorials: Planning ](https://www.odoo.com/slides/planning-60)
+
+.. _planning/configuration:
+
+# Configuration
+
+.. _planning/roles:
+
+## Roles
+
+To define the roles your resources perform (e.g., chef, bartender, waiter), go to
+:menuselection:`Planning --> Configuration --> Roles`, then click :guilabel:`New`, and fill in the
+:guilabel:`Name` (e.g., assistant, receptionist, manager). Then, choose the :guilabel:`Resources`
+that will perform this role. Resources can be either :ref:`Employees <planning/employees>` or
+:ref:`Materials <planning/materials>`.
+
+> **note**:
+>    - If the Sales app is installed in your database, the :guilabel:`Services` field appears,
+     allowing you to specify which roles are needed to perform services so that the shifts are
+     dispatched to the right person.
+   - Roles are taken into account when using the :ref:`Auto Plan feature <planning/open-shifts>`.
+
+### Property fields and roles
+
+**Property fields** allow you to add custom fields to forms across several Odoo applications.
+Planning includes the possibility of adding property fields linked to roles to shifts.
+
+To create a property field, switch to the list view from any schedule. From there, click
+:guilabel:`View` on the shift that you wish to edit. If the :guilabel:`Role` field is empty, fill it
+in with the desired role, then click the cog icon and select :guilabel:`Add Properties`.
+:doc:`Configure <../productivity/knowledge/properties>` the new field according to your needs.
+
+.. image:: planning/add-properties.png
+   :alt: Creating a new property field in Planning.
+
+The property field is linked to the role and is included in the shift form of all shifts performed
+by this role.
+
+.. example::
+   Some of the use cases of role property fields include:
+
+   - **Accreditation**: for roles that require a specific permit (e.g., driving license)
+   - **Location**: in companies that operate in multiple locations (e.g., shops or restaurants)
+   - **Language**: in a multi-lingual environment (e.g., consulting company)
+
+.. _planning/employees:
+
+## Employees
+
+All employees can be included in the planning and assigned shifts.
+
+To adapt the employee's planning settings, go to :menuselection:`Planning --> Configuration -->
+Employees`, and choose the employee for whom you want to edit the settings. Then, go to the
+:guilabel:`Work Information` tab.
+
+.. image:: planning/employee-tab.png
+   :alt: Employee profile and the work information tab.
+
+> **tip**:
+>    You can do the same from the **Employees** app, which is installed by default along with
+   Planning.
+
+Two sections of the employee's :guilabel:`Work Information` tab have an impact on Planning:
+:guilabel:`Schedule` (namely, the :guilabel:`Working Hours` field) and :guilabel:`Planning`.
+
+.. _planning/working-hours:
+
+### Working hours
+
+The :guilabel:`Working Hours` are taken into account when the :guilabel:`Allocated Time` and its
+percentage is calculated for :ref:`shifts <planning/templates>`. If the :guilabel:`Working Hours`
+field is left blank, the employee is considered to be working flexible hours.
+
+To create individual :guilabel:`Working Hours`, for example, for employees working part-time, click
+:guilabel:`Search more...`, then :guilabel:`New`.
+
+> **note**:
+>    The :guilabel:`Working Hours` and the :guilabel:`Allocated Time` in Planning can impact
+   **Payroll**, if the employee's contract is configured to generate work entries based on shifts.
+
+.. seealso::
+   :ref:`Payroll documentation on working schedules <payroll/working-times>`
+
+### Planning roles
+
+Once an employee has one or more :guilabel:`Roles`:
+
+- When creating a shift for this employee, only the shift templates from the roles chosen in this
+  field are displayed.
+- When a schedule is published, the employee is only notified of open shifts for the roles that are
+  assigned to them.
+- When auto-assigning open shifts or planning sales orders, the employee is only assigned shifts for
+  the roles assigned to them.
+
+Additionally, when a :guilabel:`Default role` is defined:
+
+- When creating a shift for the employee, the default role is automatically selected.
+- This role also has precedence over the other roles of the employee when auto-assigning open shifts
+  or planning sales orders.
+
+> **note**:
+>    If the Planning roles fields are left empty, there are no restrictions in the shift templates and
+   open shifts shared with the employee. However, it’s not possible to use the **Auto Plan** feature
+   for employee with no roles.
+
+.. _planning/materials:
+
+## Materials
+
+**Materials** are resources that can be assigned shifts and working hours but are not employees.
+For example, a construction company could use materials to create shifts for shared machines
+(e.g., cranes, forklifts).
+
+Similarly to employees, materials can be assigned roles and working time.
+
+.. _planning/templates:
+
+## Shift templates
+
+To create a shift template, click :guilabel:`New` on any schedule, then fill in the
+:ref:`details of the shift <planning/create-shift>`. In order for the shift to be saved as a
+template, tick :guilabel:`Save as Template`.
+
+.. image:: planning/save-template.png
+   :alt: Shift form with the option `save template` ticked.
+
+Alternatively, you can go to :menuselection:`Planning --> Configuration --> Shift Templates`, then
+click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Shift Duration`. The
+shift’s :guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into
+account working time as well as breaks.
+
+.. example::
+   The employee's working hours are Monday to Friday, 8 am to 5 pm, with a break between 12 and 1
+   pm.
+
+   - Creating a shift template with a start hour of 9 am and a duration of 8 hours will result in
+     the end hour being 5 pm, based on the working hours and the 1-hour break.
+   - Creating a shift template with a start hour of 10 am and a duration of 10 hours will result in
+     the end hour of 10 am the following day, as the company is closed at 5 pm according to the
+     working hours.
+
+Additionally, for each shift template, you can also configure:
+
+- :guilabel:`Role`: to link the shift to this specific role.
+- :guilabel:`Project`: to keep track of shifts that are dedicated to work on a project.
+
+.. _planning/shifts:
+
+# Planning shifts
+
+On opening the Planning app, the users see their own schedule. Users with admin roles can also see
+:guilabel:`Schedule by Resource`, :guilabel:`Role`, :guilabel:`Project`, or :guilabel:`Sales Order`,
+as well as reporting and configuration menus.
+
+> **note**:
+>    The schedule is displayed in the Gantt view, which allows you to edit (with a drag and drop),
+   resize, split, and duplicate shifts without having to open them.
+
+.. image:: planning/schedule.png
+   :alt: A schedule displaying various visual elements.
+
+The following visual elements are used on the shifts in the schedules:
+
+- **Full color**: shifts that are planned and published.
+- **Diagonal stripes**: shifts that are planned but have yet to be published.
+- **Grayed-out background**: employees that are on time off.
+- **Progress bar**: currently ongoing shifts with timesheets linked to them.
+- **Grayed-out shift**: when copying shifts, the copied shifts are shown in full color, whereas
+  previously existing shifts are temporarily greyed out. The color changes back to full color or
+  diagonal stripes on the next refresh of the page or by removing the filter.
+
+.. _planning/create-shift:
+
+## Create a shift
+
+To create a shift, go to any schedule, then click :guilabel:`New`. In the pop-up window that opens,
+fill in the following details:
+
+- **Templates**: If there is one or more templates existing in your database, they are
+  displayed in the upper section of the pop-up window. Once selected, a template prefills the
+  shift form accordingly.
+- :guilabel:`Resource`: Resources can be both employees or materials. If this field is left empty,
+  the shift is considered an :ref:`open shift <planning/open-shifts>`.
+- :guilabel:`Role`: Select the role that the resource assigned will be performing. This field is
+  used when :ref:`auto-planning <planning/open-shifts>` shifts. Once you select a role, the shift
+  templates associated with it are displayed in the upper section of the pop-up window.
+- :guilabel:`Project`: If the Project app is installed in your database, this field allows you to
+  link the project to the shift is available, allowing you to plan and track shifts dedicated to
+  work on the selected project.
+- :guilabel:`Sales Order Item`: If the Sales app is installed in your database, this field allows
+  you to link a sales order to the shift.
+- :guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat Every` field according
+  to your needs. The following rules apply to recurring shifts:
+
+  - All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, :guilabel:`Project`) are copied from
+    the original shift except for the date, which is adjusted according to the
+    :guilabel:`Repeat Every` field.
+  - Recurrences are planned but not published.
+  - By default, planned shifts are created six months in advance, after which they are created
+    gradually. To change the time frame, :ref:`activate the Developer mode <developer-mode>`, then
+    go to :menuselection:`Planning --> Configuration --> Settings` and edit the
+    :guilabel:`Recurring Shifts`.
+
+- :guilabel:`Save as Template`: When this option is ticked, a shift template is created with the
+  same :guilabel:`Start and End hours`, :guilabel:`Allocated time`, :guilabel:`Role`,
+  and :guilabel:`Project`.
+- :guilabel:`Additional note sent to the employee`: Click on the field to add a note.
+- :guilabel:`Date`: Choose the date and time of your shift. This is the only mandatory field when
+  creating a shift.
+- :guilabel:`Allocated time`: Is calculated based on the date and the employee’s :guilabel:`Working
+  Schedule`. See more in :ref:`Shift Templates <planning/templates>`.
+
+Click :guilabel:`Publish & Save` to confirm the shift and send the assigned employee their schedule
+by email.
+
+> **note**:
+>    The draft is visible on the admin planning view and can be identified by diagonal lines. The
+   employee is only notified of the shift once it's published.
+
+   Two kinds of notifications are sent to the employees depending on their account configuration:
+
+   - Employees without user accounts are redirected to a dedicated **Planning portal**.
+   - Employees with a user account are redirected to the :guilabel:`My Planning` view in the
+     backend view of Odoo.
+
+> **tip**:
+>    The **split shifts** tool allows to easily split a long shift into segments. To do so, hover the
+   mouse over the desired shift and click the :icon:`fa-scissors` (:guilabel:`scissors`) icon.
+
+   .. image:: planning/split-shifts.png
+      :alt: Split shifts tool.
+
+.. _planning/open-shifts:
+
+## Open shifts and auto planning
+
+The :guilabel:`Auto Plan` button allows you to assign **Open shifts** (shifts with no resource
+assigned) and create and assign shifts linked to sales orders or project.
+
+The following features have an impact on auto planning:
+
+- **Roles**: Open shifts are only assigned to resources (employees or materials) that have the
+  corresponding role assigned. It is not possible to use the :guilabel:`Auto Plan` feature for
+  employee with no roles.
+- **Default roles**: The default role assigned to a resource is given priority over the other roles
+  they have assigned to them.
+- **Conflicts**: Employees or materials cannot be assigned multiple shifts at the same time.
+- **Time off**: The employees’ time off is taken into account, as well as public holidays.
+- **Working hours**: Are taken into account when assigning shifts to employees or materials. It is
+  not possible to use the :guilabel:`Auto Plan` feature for an employee who is working
+  :ref:`flexible hours <planning/working-hours>`.
+- **Contracts**: If the employee has an active contract, they won't be assigned shifts that fall
+  outside of their contract period.
+
+Click :guilabel:`Publish` to confirm the schedule and notify the employees of their planning.
+
+.. _planning/switching-unassignment:
+
+## Switching shifts and unassignment
+
+Two features are available to allow employees to make changes to their schedule:
+**switching shifts** and **unassignment**.
+
+> **note**:
+>    These features are mutually exclusive. Switching shifts is possible by default and cannot be
+   disabled. However, once the **Allow unassignment** feature is enabled, it replaces the option to
+   switch shifts.
+
+### Switching shifts
+
+Once shifts are planned and published, employees receive an email notification. If an employee
+wishes to switch a shift, they can click the unwanted shift and click :guilabel:`Ask to switch`.
+
+The shift remains assigned to the original employee, but in the schedule, a notification
+informing that the assigned employee would like to switch shifts is visible on the shift.
+
+The shift is then displayed to other employees who share the same role, and if they wish to assign
+it to themselves, they can click the :guilabel:`I take it` button.
+
+> **note**:
+>    The following rules apply:
+
+   - Only the shifts matching the employee's roles are displayed as available to them.
+   - Switching shifts is not available for shifts in the past.
+
+### Unassignment
+
+To allow employees to unassign themselves from shifts, go to
+:menuselection:`Planning --> Configuration --> Settings`, then tick the checkbox
+:guilabel:`Allow Unassignment`. Then, specify the maximum number of days that the employees can
+unassign themselves before the shift.
+
+Once shifts are planned and published, employees receive an email notification. If shift
+unassignment is allowed, the employees can click the :guilabel:`I am unavailable` button, and the
+shift reverts to an open shift.
+
+> **note**:
+>    The following rules apply:
+
+   - Only the shifts matching the employee's roles are displayed in their schedule.
+   - Unassigning shifts is not available for shifts in the past.

package/payload/skills/odoo18-docs/references/docs/applications/services/project/project_management/project_dashboard.md

@@ -0,0 +1,123 @@
+---
+title: "Project dashboard"
+source_url: "https://docs.odoo.sbggai.top/applications/services/project/project_management/project_dashboard.html"
+---
+
+=================
+# Project dashboard
+
+The project dashboard allows you to get a comprehensive overview of your project's status. It
+displays information such as the total number of tasks, timesheets, and planned hours linked to the
+project, as well as detailed information about project milestones and its costs and revenues. Within
+the project dashboard, you can create :guilabel:`Project updates`, which allow you to take a
+snapshot of the project's status at a certain point in time. As such, it is a crucial tool for
+effective project management and ensuring that your project stays on track.
+
+# Using the project dashboard
+
+To access the project dashboard, open the **Project** app and navigate to the applicable project.
+Click the :icon:`fa-sliders` (:guilabel:`sliders`) icon to add :guilabel:`Dashboard` to the
+project's :ref:`top bar <project/project-management/top-bar>`.
+
+> **tip**:
+>    You can also access the project dashboard by hovering over the desired project’s card, clicking
+   the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`), and selecting :guilabel:`Dashboard`.
+
+The left side of the dashboard displays a list of existing :ref:`project updates <project/project-dashboard/updates>`,
+and the right side provides :ref:`detailed information about records linked to the project
+<project/project-dashboard/smart-buttons>`, as well as :ref:`milestones <project/project-dashboard/milestones>`,
+:ref:`profitability <project/project-dashboard/profitability>`, and :ref:`budgets
+<project/project-dashboard/budgets>`.
+
+> **note**:
+>    The information displayed on the project dashboard varies depending on the applications installed
+   on your database. For example, you will not see information about **Timesheets**, **Planning**,
+   or **Purchase Orders** if the corresponding applications are not installed.
+
+.. _project/project-dashboard/smart-buttons:
+
+## Totals smart buttons
+
+The following smart buttons are displayed on the top right of the project dashboard:
+
+ - :guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or :guilabel:`Canceled`
+   :ref:`tasks <project/tasks/task_stages_statuses/statuses>`) and all tasks, in format
+   completed/all, as well as the entire project's completion percentage estimation.
+ - :guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app
+   configuration) allocated in the project’s **settings**. This includes all
+   :doc:`timesheets </applications/services/timesheets>`, whether or not they have been validated.
+ - :guilabel:`Planned`: the number of hours that have been planned for shifts in the **Planning**
+   app. This includes all :doc:`planned shifts </applications/services/planning>`, including past
+   shifts and shifts that have not yet been published.
+ - :guilabel:`Documents`: number of :doc:`documents </applications/productivity/documents>` in the
+   project’s workspace.
+ - :guilabel:`Burndown Chart`: click the smart button to access a :doc:`report </applications/essentials/reporting>`
+   on the status of the project’s tasks over time.
+ - :guilabel:`Timesheets and Planning`: click the smart button to access a :doc:`report </applications/essentials/reporting>`
+   on the project’s timesheets and shifts. This allows you to easily compare planned and effective
+   hours of work on the project.
+ - **Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales Order Items`,
+   :guilabel:`Purchase Orders`, and more, represent the number of records linked to the project.
+
+> **tip**:
+>    Use the project dashboard smart buttons to update the project records easily. Click
+   :guilabel:`Timesheets` to validate timesheets, :guilabel:`Planned` to create project planning,
+   :guilabel:`Documents` to view and validate documents, etc.
+
+.. _project/project-dashboard/milestones:
+
+## Milestones
+
+This section is only visible if :doc:`milestones </applications/sales/sales/invoicing/milestone>`
+have been enabled in the Project’s app settings. Click :guilabel:`Add Milestone` to create a new
+milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as
+completed, or click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it.
+
+The milestones are displayed in red if they’re past their deadline, or in green if they are ready to
+be marked as reached (i.e. tasks linked to the milestone that have been marked with :guilabel:`done`
+or :guilabel:`canceled` :ref:`status <project/tasks/task_stages_statuses/statuses>`).
+
+.. _project/project-dashboard/profitability:
+
+## Profitability
+
+The :doc:`profitability dashboard </applications/services/project/project_management/project_profitability>`
+provides a breakdown of project costs and revenues, which are impacted by all records linked to the
+project and its :doc:`Analytic account </applications/finance/accounting/reporting/analytic_accounting>`.
+
+> **note**:
+>    The profitability report is only displayed for billable projects.
+
+.. _project/project-dashboard/budgets:
+
+## Budgets
+
+If a budget has been set for the project, its status and related details are displayed in this
+section. Click :guilabel:`Add Budget` to create a new budget for the project.
+
+> **note**:
+>    :doc:`Budgets </applications/finance/accounting/reporting/budget>` must be enabled in your
+   database’s **Accounting** application in order for this section to be displayed.
+
+.. _project/project-dashboard/updates:
+
+# Project updates
+
+Project updates allow you to take a snapshot of the project’s overall status at a given point in
+time, for example, during a periodic (weekly, bi-weekly, or monthly) review. This allows you to
+compare specific data points, note any aspects of the project that need improvement, and estimate
+if the project is on or off track.
+
+To create a new project update, go to the project dashboard, click :guilabel:`New`, and fill in the
+following fields:
+
+  - :guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At Risk`, :guilabel:`Off
+    Track`, :guilabel:`On Hold`, and :guilabel:`Done`. Once the status is set, a color-coded dot is
+    displayed on the project’s Kanban card, allowing the project manager to easily identify which
+    projects need attention.
+  - :guilabel:`Progress`: Manually input the completion percentage based on the project's progress.
+  - :guilabel:`Date` and :guilabel:`Author`: These fields are automatically filled in with
+    appropriate information based on the user who created the update and the current date.
+  - :guilabel:`Description`: Use this rich-text field to gather notes. Depending on the project
+    configuration (e.g., if the project is billable), this field may be pre-filled with current
+    information on aspects such as profitability, budget, milestones, etc.

package/payload/skills/odoo18-docs/references/docs/applications/services/project/project_management/project_profitability.md

@@ -0,0 +1,107 @@
+---
+title: "Project profitability"
+source_url: "https://docs.odoo.sbggai.top/applications/services/project/project_management/project_profitability.html"
+---
+
+=====================
+# Project profitability
+
+When handling billable projects, it is essential to determine whether your projects are turning a
+profit. Measuring **project profitability** involves keeping track of the costs of resources used to
+carry out the project, such as employee costs, materials used, purchases, expenses, or after-sales
+services, and comparing them with the project revenues.
+
+Project profitability is tracked in the :doc:`project dashboard <project_dashboard>` on all billable
+projects.
+
+To access the :doc:`project dashboard <project_dashboard>`, open the **Project** app and navigate to
+the applicable project. Click the :icon:`fa-sliders` (:guilabel:`sliders`) icon to add
+:guilabel:`Dashboard` to the project's :ref:`top bar <project/project-management/top-bar>`.
+
+> **tip**:
+>    You can also access the :doc:`project dashboard <project_dashboard>` by hovering over the desired
+   project’s card, clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`), and selecting
+   :guilabel:`Dashboard`.
+
+The **profitability dashboard** is on the right side of the project dashboard and displays data for
+all records linked to the project and its
+:doc:`analytic account </applications/finance/accounting/reporting/analytic_accounting>`. It’s
+divided into two major sections: :ref:`revenues <project/project-profitability/revenues>`, which
+displays a breakdown of income generated by the project, and
+:ref:`costs <project/project-profitability/costs>` accrued by your company. The same record can be
+displayed in both sections, e.g., the same timesheet is listed under :guilabel:`Revenues` with the
+amount the customer paid for the work and under :guilabel:`Costs` with the amount of wages paid to
+the employees.
+
+.. image:: project_profitability/profitability-dashboard.png
+   :alt: Project dashboard.
+
+The amounts displayed in the profitability report are divided into three columns:
+
+ - :guilabel:`Expected`: the amounts expected based on existing sales or purchase orders.
+ - :guilabel:`To invoice` (revenues) or :guilabel:`To bill` (costs): the amounts are moved to this
+   column when the work or goods have been delivered, e.g., a
+   :doc:`timesheet </applications/services/timesheets>` has been created and/or validated, a
+   delivery order has been marked as done, or the delivered quantity has been manually updated on
+   the sales order.
+ - :guilabel:`Invoiced` or :guilabel:`Billed`: the amounts are moved to this column once an invoice
+   or bill has been confirmed.
+
+Based on the same principle, the revenues section is further divided into :guilabel:`Sold`,
+:guilabel:`Delivered`, and :guilabel:`Invoiced` columns. Use the :icon:`fa-caret-right`
+(:guilabel:`arrow`) icon to see a detailed breakdown for each line.
+
+> **tip**:
+>    Use the project’s :ref:`top bar <project/project-management/top-bar>` to easily access and edit
+   records linked to the project’s profitability from the project’s Kanban view.
+
+> **important**:
+>    In order for a record to be displayed on the profitability dashboard, it must be linked to the
+   project and its :doc:`analytic account </applications/finance/accounting/reporting/analytic_accounting>`.
+
+The following records can be displayed in the profitability dashboard.
+
+.. _project/project-profitability/revenues:
+
+## Revenues
+
+ - :guilabel:`Timesheets`: revenues from :doc:`timesheets </applications/services/timesheets>`,
+   broken down according to the :guilabel:`Invoicing Policy` selected on the product form (e.g.,
+   :doc:`Prepaid/Fixed Price </applications/sales/sales/invoicing/invoicing_policy>`,
+   :doc:`Based on Timesheets </applications/sales/sales/invoicing/time_materials>`,
+   :doc:`Based on Milestones </applications/sales/sales/invoicing/milestone>`).
+ - :guilabel:`Materials`: total of sales prices of products sold via sales orders linked to the
+   project.
+ - :guilabel:`Customer invoices`: a total of invoices linked to the project.
+ - :guilabel:`Subscriptions`: a total of sales prices of
+   :doc:`subscriptions </applications/sales/subscriptions>` linked to the project.
+ - :guilabel:`Down payments`: a total of
+   :doc:`down payments </applications/sales/sales/invoicing/down_payment>` linked to the project.
+ - :guilabel:`Expenses`: any :doc:`expenses </applications/finance/expenses>` that have been
+   :doc:`reinvoiced to the customer </applications/sales/sales/invoicing/expense>`.
+
+.. _project/project-profitability/costs:
+
+## Costs
+
+ - :guilabel:`Timesheets`: total cost of time tracked by employees via :doc:`timesheets
+   </applications/services/timesheets>`, based on the employee's
+   :ref:`HR settings <employees/hr-settings>`.
+ - :guilabel:`Purchase Orders`: total cost of
+   :doc:`purchase orders </applications/inventory_and_mrp/purchase/manage_deals>` linked to the
+   project. Those could cover goods, materials, or even subcontracted services. This entry only
+   appears once the vendor bill is posted.
+ - :guilabel:`Materials`: total cost of products included in
+   :doc:`stock moves </applications/inventory_and_mrp/inventory/shipping_receiving>` (deliveries and
+   receipts) that have been validated for the project. This section is only displayed if
+   :guilabel:`Analytic Costs` have been enabled in
+   :menuselection:`Inventory --> Configuration --> Operations Types` for applicable operations. This
+   ensures that the product's cost is tracked during the stock move.
+ - :guilabel:`Expenses`: total costs of :doc:`expenses </applications/finance/expenses>` linked to
+   the project that have been submitted and approved.
+ - :guilabel:`Vendor bills`: total costs of
+   :doc:`vendor bills </applications/inventory_and_mrp/purchase/manage_deals/manage>` linked to the
+   project's analytic account.
+ - :guilabel:`Manufacturing orders`: total costs of manufacturing orders linked to the project's
+   analytic account.
+ - :guilabel:`Other costs`: any other costs linked to the project's analytic account.

package/payload/skills/odoo18-docs/references/docs/applications/services/project/project_management.md

@@ -0,0 +1,118 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/services/project/project_management.html"
+---
+
+:show-content:
+:hide-page-toc:
+# 
+# Project management
+
+Odoo Project uses the **Kanban** project management system. This means all projects are broken down
+into tasks, which are categorized on a whiteboard according to what production phase they are in.
+
+.. admonition:: Did you know?
+
+   The word **Kanban** comes from Japanese and refers to the "visual board" management method.
+
+.. seealso::
+   [Odoo Tutorials: Kanban Project Management
+   ](https://www.odoo.com/slides/slide/kanban-project-management-1664)
+
+.. _project_management/configuration:
+
+# Configuration
+
+Open the **Project** app and click :guilabel:`Create` to start a new project. Enter a
+:guilabel:`Name` for your project and click :guilabel:`Create Project`.
+
+You can customize your existing **projects** from the dashboard by clicking the drop-down toggle
+button (:guilabel:`⋮`) on your project's **card**.
+
+.. image:: project_management/project-settings.png
+   :align: center
+   :alt: Project card
+
+This enables a new menu divided into four parts:
+
+- :guilabel:`View`: see an overview of your project's components, such as its :guilabel:`Tasks`,
+  :guilabel:`Milestones` and :guilabel:`Project Updates`. Depending on which apps you have
+  activated, more options may be available, such as :guilabel:`Documents`. All uploaded files can be
+  found under this menu, as well as in the **Documents** app, under :guilabel:`Projects`;
+- :guilabel:`Reporting`: analyze your project's progress and profitability through graphics and
+  statistics;
+- **Color**: make a line of color appear on the left side of the card so that your project is more
+  recognizable;
+- :guilabel:`Settings`: you can change the following:
+
+  - the :guilabel:`Name` of the project;
+  - the :guilabel:`Name of the tasks` found under that project;
+  - the :guilabel:`Customer` for whom the project is intended;
+  - the :guilabel:`Tags` used for filtering;
+  - the :guilabel:`Company` responsible for the project;
+  - the employee designated as :guilabel:`Project Manager`;
+  - the :guilabel:`Planned Date` of the project;
+  - the total :guilabel:`Allocated Hours` for that project.
+
+Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to find it using the
+:guilabel:`My Favorites` filter on the Kanban view;
+
+.. image:: project_management/project-settings-opened.png
+   :align: center
+   :alt: Project settings
+
+.. seealso::
+   [Odoo Tutorials: Customize projects
+   ](https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1)
+
+Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available
+depending on the activated apps.
+
+# Scheduling activities
+
+You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, etc.) per project by
+clicking on the **clock** icon on a project. Doing so opens a list with already scheduled activities
+and allows planning **new** activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up
+window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` for that activity, a
+:guilabel:`Due Date`, and assign it to an employee. According to the :guilabel:`Activity Type`, you
+may have **additional options** available.
+
+> **note**:
+>    If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**,
+   or other.
+
+.. _project/project-management/top-bar:
+
+# Top bar
+
+In project management, reviewing the various records and documents related to a project is often
+necessary. Odoo Project’s **top bar** provides quick access to these essential resources. You can
+customize each project's top bar to match its specific needs.
+
+To set up the top bar for a project, go to the :guilabel:`Project` app, click the project's card,
+then click the top bar :icon:`fa-sliders` :guilabel:`(sliders)` button. In the bar that appears
+above the search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the records
+you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc.
+
+You can then click the buttons to access the related records without leaving the Project app. To
+return to your project tasks' Kanban view, click the :guilabel:`Tasks` button in the top bar.
+
+.. image:: project_management/top-bar.png
+   :alt: Top bar selection menu
+
+## Custom top bar buttons
+
+You can also create your own buttons to access more specific views:
+
+#. Click an existing top bar button to access the view.
+#. Customize the view with keywords, filters, and grouping options using the search bar.
+#. Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and select
+   :guilabel:`Save View`.
+#. Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share
+   the button with other users.
+
+.. toctree::
+   :titlesonly:
+
+   project_management/project_dashboard
+   project_management/project_profitability