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[ADD] project/dashboard: this is a new doc about project dashboard
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content/applications/services/project/project_dashboard.rst
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================= | ||
Project dashboard | ||
================= | ||
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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. | ||
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As such, it is a crucial tool for effective project management and for ensuring that your project | ||
stays on track. | ||
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To access the project dashboard, open the **Project** app, click the vertical ellipsis | ||
(:guilabel:`⋮`), and select :guilabel:`Dashboard`. | ||
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Using the project dashboard | ||
=========================== | ||
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The following information is displayed on the project dashboard: | ||
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- Totals smart buttons: | ||
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- :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. | ||
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.. 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. | ||
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.. seealso:: | ||
:doc:`Odoo Reporting <../../../applications/essentials/reporting>` |
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