Author: |
Numigi |
License: |
LGPL-3 |
Branch: |
TA#45526 |
Repository: |
Numigi/odoo-project-addons |
Dependencies: |
hr_timesheet,
project_task_analytic_lines,
project_wip,
and
sale_timesheet |
Languages: |
PO File (79, 12.9%),
Python (476, 77.9%),
XML (16, 2.6%),
and
reStructuredText (40, 6.5%) |
Other branches: |
11.0,
12.0,
14.0,
452,
TA#42546,
TA#43556,
TA#44075---manage_project_budget_using_milestone,
TA#44076---Update-dockerfile,
TA#44215---project_task_kanban_view_partner,
TA#445738---project_outsourcing_timesheet_manage_contacts,
TA#45451---add_project_milestone_week_duration,
TA#45451---fix_after_test,
TA#45452,
TA#45459---project_milestone_timeline_dynamic,
TA#45464---project_manager_access_right,
TA#45528,
TA#45902---analytic_line_revenue_v14,
TA#45902---project_cost_smart_button_migration,
TA#45902-analytic_line_employee_migration,
TA#46088---project_timesheet_time_control_employee_pin,
TA#46412---project_default_task_stage,
TA#46412---project_stage_no_quick_create,
TA#46412---project_task_date_planned,
TA#46412---project_type,
TA#46412--project_task_full_text_search,
TA#47760---correctif#6,
TA#47906,
TA#48575,
TA#51167,
TumbaoJu-patch-1,
abenzbiria-patch-1,
jbreard-patch-2,
and
timesheet_analytic_update |
<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>