Projects

About

The projects section of OpenERP allows the organization to do project management. Users with access rights are able to create projects for the organization, and assign users to the project. Tasks can be created and assigned to users, tasks in turn fall under given projects. Projects visibility can be controlled so that only certain users see certain projects. Projects can be assigned to customers, start and end dates assigned to projects. Projects may be in determined stages of progress. Tasks can be given deadlines, priorities etc. Timesheets can be recorded per task, tasks can be created from sales orders, tasks can be billed on time spent etc.

Sub menus

The following screenshot displays the interface for the project section of OpenERP 7.

1. Project listing, listed depending on user rights and project visibility settings
2. Task listing
3. Task stages, which are configurable by users given project manager access
4. Tags given to projects, as are relevant for the organization, such as feature request or usability etc.
5. Create new project

Creating a new project

The following screenshot displays the interface for creating a new project

1. Project name
2. If checked, this project will have managable tasks and trackable issues
3. Add team members who will participate in this project or its tasks. Also listed are the current members, which can be removed if required.
4. Project visibility, which may be all employees only, all users, portal users and employees, and followers only. Portal users are users added and given portal rights to be able to access documents etc, but are not system users or employees. Employees are all employees of the organization. Followers only applies to current project members and followers of the project
5. Manager for this project
6. Customer that this project is assigned to
7. Tasks shortcut for this project
8. Documents for this project
9. Save this project

The following screenshot displays the interface for other info related to creating a project.

1. Start/end date of project
2. Sequence of project in project listing view
3. Parent project, projects may be arranged in parent/child hierarchies

The following screenshot displays the interface for stages which the project may undergo

1. Add a project stage to this project
2. Current project stage listing
3. Status for the given stage

Viewing current tasks

The following screenshot displays the interface for the task listing from the sub menu.

1. A task, in kanban view where all tasks are viewed as cards with summaries of descriptions etc
2. Tasks stages where tasks are under the relevant stage
3. Create new task button

Creating tasks

The following screenshot displays the interface for creating a new task.

1. Task summary
2. Project under which this task belongs
3. User which task is assigned to
4. Deadline date for task if required
5. Description of task in more detail
6. Save task

The following screenshot displays the interface for extra info which can be entered during task creation.

1. Priority of task
2. Customer this task is assigned to if required
3. Start/end date of task
4. Sequence of task in task list view

Task stages

The following screenshot displays the interface for task stages configurable for projects.

1. Create a new stage, stages are configurable to project managers
2. Current stages list
3. Status for a given stage, which can be new, in progress, pending, done, cancelled

The following screenshot displays the interface for tags, which may be given to projects, used later for searching etc

1. Current tag list
2. Create a new tag