[ADD] project/dashboard: project dashboard

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 +1,113 @@
+=================
+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 hover over the desired project’s
+card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and
+select :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 left 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) linked to the project. This includes all :doc:`timesheets <../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 <../planning>`, including past shifts and shifts that
+   have not yet been published.
+ - :guilabel:`Documents`: number of :doc:`documents <../../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.
+ - **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 created for this project. 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.
+
+.. _project/project-dashboard/profitability:
+
+Profitability
+-------------
+
+This section only applies to billable projects and provides a breakdown of project costs and
+revenues.
+
+.. _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:`Analytic accounting </applications/finance/accounting/reporting/analytic_accounting>` 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.

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
 =============