<a class="reference external image-reference" href="https://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> </a> <a name="business-requirement-deliverable-default"></a> <h2>Business Requirement Deliverable Default</h2> <a name="introduction"></a> <h3>Introduction</h3> <p>This module is part of a set (&quot;Business Requirement&quot;) and provides the basic models for business requirement management and project time/cost estimation.</p> <p><img alt="Business Requirement List view" src="static/img/bus_req_tree.png" style="width: 800px;" /></p> <p>The set comprises of multiple modules that can be used independently or not:</p> <table class="docutils"> <colgroup> <col width="54%" /> <col width="46%" /> </colgroup> <thead valign="bottom"> <tr><th class="head">Module</th> <th class="head">Description</th> </tr> </thead> <tbody valign="top"> <tr><td>business_requirement</td> <td>Basic models and functions</td> </tr> <tr><td>business_requirement_project</td> <td>Wizard to create project/tasks from BR/resource lines</td> </tr> <tr><td>business_requirement_crm</td> <td>Wizard to create/update Sales Quotation based on deliverables</td> </tr> <tr><td>business_requirement_deliverable</td> <td>Adds deliverables and resources lines</td> </tr> <tr><td>business_requirement_deliverable_report</td> <td>Adds printout to send BR and deliverables to the customer</td> </tr> <tr><td>business_requirement_deliverable_default</td> <td>Adds default resource lines for deliverable products</td> </tr> <tr><td>business_requirement_deliverable_cost</td> <td>Add sales and cost price for estimation and profit control</td> </tr> <tr><td>business_requirement_deliverable_categ</td> <td>Adds the possibility to have tasks category in resources</td> </tr> </tbody> </table> <p>Many other modules (business_requirement_*) completes this basic list.</p> <p>The following diagram gives a simplified view of the universe:</p> <p><img alt="Business Requirement modules diagram" src="static/img/bus_req_module_diag.png" style="width: 800px;" /></p> <a name="what-is-a-business-requirement"></a> <h3>What is a Business Requirement?</h3> <p>A Business requirement (BR) is the expression of a business need by a customer or internal project user. A BR can contain multiple different parts depending on the company needs:</p> <ul class="simple"> <li>Customer Story: this is the requirement as expressed by the customer</li> <li>Scenario: How/where the current solution can provide a suitable scenario to answer the customer story</li> <li>Gap: For the uncovered part of the scenario, elaborate the gap/need for specific developments/setup</li> <li>Deliverables to be provided to the customer/user</li> <li>Resources necessary to achieve the deliverables</li> <li>Additional information (approval, cost control etc.)</li> </ul> <p>These modules were originally designed for the service/IT industry but the requirement management is generic and can apply to many cases/industries (customer or internal projects):</p> <ul class="simple"> <li>Construction</li> <li>Trading (New product development)</li> <li>Business Consultancy</li> <li>IT development</li> </ul> <p>What is the difference between a BR and CRM lead?</p> <ul class="simple"> <li>CRM leads are sales oriented</li> <li>BR are project and workload estimation oriented</li> </ul> <a name="how-to-use-this-module"></a> <h3>How to use this module?</h3> <p>This module adds the following features to the deliverable modules:</p> <ul class="simple"> <li>Possibility to create default resource lines for a given product. This allows the user to have standard resource lines uploaded in the BR for deliverable packages.</li> </ul> <a name="installation"></a> <h4>Installation</h4> <p>No specific steps required</p> <a name="configuration"></a> <h4>Configuration</h4> <a name="users"></a> <h3>Users</h3> <p>No special ACL set up</p> <a name="default-resources-in-deliverable-product"></a> <h3>Default resources in Deliverable Product</h3> <p>You can create Deliverable products and add in them standard resource lines expected to be added in the Business requirement by default. Depending on the modules you are using for the business requirements, the content of the resources lines will reflect the expected resources lines in the BR.</p> <p><img alt="Set up your default resources lines." src="static/img/bus_req_default.png" style="width: 800px;" /></p> <a name="usage"></a> <h4>Usage</h4> <ol class="arabic simple"> <li>Prepare your deliverables in the Product menu and add the expected RL</li> <li>Create a new BR and add the deliverable product in the deliverable line</li> <li>Adapt the resources lines if necessary</li> </ol> <p><img alt="The default resource lines are automatically added to your BR" src="static/img/bus_req_default2.png" style="width: 800px;" /></p> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/140/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <p>On product_template view add a new tab &quot;Resources&quot; with the resource lines management (You could add, delete or create new resources).</p> <a name="known-issues-roadmap"></a> <h4>Known issues / Roadmap</h4> <ul class="simple"> <li>Currently prices are not updated when the resource lines are uploaded in the BR. =&gt; Add a button to recalculate Sales estimation prices in the Deliverable line</li> </ul> <a name="bug-tracker"></a> <h4>Bug Tracker</h4> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/project/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback <a class="reference external" href="https://github.com/OCA/project/issues/new?body=module:%20business_requirement_deliverable_default%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">here</a>.</p> <a name="credits"></a> <h4>Credits</h4> <a name="contributors"></a> <h5>Contributors</h5> <ul class="simple"> <li>Eric Caudal &lt;<a class="reference external" href="mailto:eric.caudal&#64;elico-corp.com">eric.caudal&#64;elico-corp.com</a>&gt;</li> <li>Victor M. Martin &lt;<a class="reference external" href="mailto:victor.martin&#64;elico-corp.com">victor.martin&#64;elico-corp.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h5>Maintainer</h5> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>