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[ADD] project/dashboard: this is a new doc about project dashboard
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task-id 4384333
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zulu-odoo committed Dec 5, 2024
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:titlesonly:

project/project_management
project/project_dashboard
project/tasks
46 changes: 46 additions & 0 deletions content/applications/services/project/project_dashboard.rst
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=================
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.

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`.

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, well as 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.

.. seealso::
:doc:`Odoo Reporting <../../../applications/essentials/reporting>`
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- :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
=============

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