<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-crm"></a> <h2>Business Requirement CRM</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> <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 integration between the CRM and Business Requirement model:</p> <ul class="simple"> <li>Possibility to link a CRM opportunity to a Master project</li> <li>Possibility to create a Sales Quotation based on the BR from a Master Project</li> </ul> <a name="installation"></a> <h4>Installation</h4> <p>No specific Installation step required</p> <a name="configuration"></a> <h4>Configuration</h4> <p>Button is available for sales user or manager</p> <a name="usage"></a> <h4>Usage</h4> <ol class="arabic simple"> <li>link your master project in the CRM lead</li> <li>Generate a BR with deliverable lines in the master project.</li> <li>click on the button &quot;GEnerate Quotation from Business Requirement&quot;</li> <li>Select update existing or create new</li> <li>A quotation is created/updated based on the BR and deliverable information</li> </ol> <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> <a name="known-issues-roadmap"></a> <h4>Known issues / Roadmap</h4> <ul class="simple"> <li>Integration with online quotation: add the quotation template in the wizard (currently a workaround is to generate first the quotation, add the template and then regerenate the quotation)</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_repo}/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_crm%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>Alex Duan &lt;<a class="reference external" href="mailto:alex.duan&#64;elico-corp.com">alex.duan&#64;elico-corp.com</a>&gt;</li> <li>Xie XiaoPeng &lt;<a class="reference external" href="mailto:xie.xiaopeng&#64;elico-corp.com">xie.xiaopeng&#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>