<h1 class="title">Project WIP Timesheet</h1> <p>This module extends the project_wip (Project Work in Progress) module.</p> <p>It allows to automatically generate WIP journal entries from timesheet entries.</p> <a name="configuration"></a> <h2>Configuration</h2> <p>As member of the group <cite>Project / Manager</cite>, I go to the form view of a project type.</p> <p>I notice 2 new fields:</p> <ul class="simple"> <li>Salary Account</li> <li>Salary Journal</li> </ul> <img alt="static/description/project_type.png" src="static/description/project_type.png" /> <p>These 2 fields allow to define the salary account and journal to use in WIP journal entries generated from timesheets.</p> <p>If these fields are not filled, no journal entry will be generated by the timesheets for this project type.</p> <a name="employees"></a> <h3>Employees</h3> <p>As member of the group <cite>Human Resources / Manager</cite>, I set a timesheet cost for every employee.</p> <img alt="static/description/employee_timesheet_cost.png" src="static/description/employee_timesheet_cost.png" /> <p>This cost will be used in timesheets to transfer amounts from salaries to work in progress.</p> <a name="usage"></a> <h2>Usage</h2> <p>As member of the group <cite>Project / User</cite>, I go to the form view of a task.</p> <p>I add a timesheet line.</p> <img alt="static/description/task_form.png" src="static/description/task_form.png" /> <p>As member of the group <cite>Accounting / Billing</cite>, I go to the general ledger and filter to see only entries for my project.</p> <p>I see one entry for my timesheet line.</p> <img alt="static/description/general_ledger_filtered.png" src="static/description/general_ledger_filtered.png" /> <p>The amount of 31.25 USD represents 25 minutes (0.417 hours) x 75 USD (timesheet cost).</p> <p>I go to the list of analytic lines and I filter to see only entries for my project.</p> <img alt="static/description/analytic_lines_filtered.png" src="static/description/analytic_lines_filtered.png" /> <a name="updating-a-timesheet-line"></a> <h2>Updating A Timesheet Line</h2> <p>When modifying an existing timesheet line, the journal entry is updated (if required).</p> <p>For example, I modify the quantity on my timesheet line:</p> <img alt="static/description/timesheet_line_updated.png" src="static/description/timesheet_line_updated.png" /> <p>The amount is updated on the journal entry:</p> <img alt="static/description/journal_entry_updated_updated.png" src="static/description/journal_entry_updated_updated.png" /> <a name="deleting-a-timesheet-line"></a> <h2>Deleting A Timesheet Line</h2> <p>When deleting a timesheet line, the journal entry is reversed.</p> <img alt="static/description/timesheet_line_deleted.png" src="static/description/timesheet_line_deleted.png" /> <img alt="static/description/account_move_line_reversed.png" src="static/description/account_move_line_reversed.png" /> <a name="wip-entries-transfered-to-cgs"></a> <h2>WIP Entries Transfered To CGS</h2> <p>If a <cite>WIP / Salary</cite> journal entry is already transfered to CGS (cost of goods sold), the timesheet line can not be updated or deleted.</p> <p>If a user attempts to update such timesheet line, the following blocking message will appear:</p> <img alt="static/description/timesheet_line_updated_error_message.png" src="static/description/timesheet_line_updated_error_message.png" /> <a name="contributors"></a> <h2>Contributors</h2> <ul class="simple"> <li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li> </ul>