[ADD] project/dashboard: this is a new doc about project dashboard

task-id 4384333

content/applications/services/project.rst

@@ -17,4 +17,5 @@ coworkers, and keep track of each project's profitability.
    :titlesonly:
 
    project/project_management
+   project/project_dashboard
    project/tasks

content/applications/services/project/project_dashboard.rst

@@ -0,0 +1,72 @@
+=================
+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 dashboards, 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 for ensuring that your project
+stays on track.
+
+To access the project dashboard, open the **Project** app, click the vertical ellipsis
+(:guilabel:`⋮`), and select :guilabel:`Dashboard`.
+
+.. seealso::
+   :doc:`Odoo Reporting <../../../applications/essentials/reporting>`
+
+Using the project dashboard
+===========================
+
+The following information is displayed on the project dashboard:
+
+- Totals smart buttons:
+
+  - :guilabel:`Tasks`: the number of completed (in :guilabel:`Done` or :guilabel:`Canceled`
+    :ref:`status <project/tasks/task_stages_statuses/statuses>`) and all tasks, in format
+    completed/all, as well as the entire project's completion percentage estimation.
+    Click the smart button to access the Kanban view of the project.
+  - :guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app
+    configuration) linked to the project. This includes all 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 planned shifts, including past shifts and shifts that have not yet been
+    published.
+  - :guilabel:`Documents`: number of documents in the project’s workspace.
+  - :guilabel:`Burndown Chart`: click the smart button to access a report on the status of the
+    project’s tasks over time.
+  - :guilabel:`Timesheets and Planning`: click the smart button to access a report on the project’s
+    timesheets and shifts.
+  - **Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales Order Items`,
+    :guilabel:`Purchase Orders` and more, that represent number or 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 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, then click :guilabel:`New`. You can
+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 according to how the work on the
+    project is going.
+  - :guilabel:`Date` and :guilabel:`Author`: those fields are automatically filled in with
+    appropriate information.
+  - :guilabel:`Description`: a rich text field that you can use 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.

content/applications/services/project/tasks/task_stages_statuses.rst

@@ -47,6 +47,8 @@ there, click one of the following:
  - :guilabel:`Delete`: to delete this stage.
  - :guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks in this stage.
 
+.. _project/tasks/task_stages_statuses/statuses:
+
 Task statuses
 =============