Project Management

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Project Management - Service based Company

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Project Management

  1. 1. Project Management in OpenERPNom du fichier – à compléter Management Presentation 1
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  3. 3. Scenario TinyERP is an IT company dedicated to web site development since 2007. Mr.Binoy a project manager at TinyERP is responsible to create the project and assign tasks to various users. TinyERP uses OpenERPs project management to manage projects. One customer called “CTI” comes to Mr.Binoy with the following requirements: 1. Wants ro create website for CTI 2. Create first two pages called “About Us” and “Home Page”. Nom du fichier – à compléter Management Presentation
  4. 4. Mr.Jitendra Patel-Director gives the requirement to Mr.Binoy. So for TinyERP CTI becomes a customerNom du fichier – à compléter Management Presentation 4
  5. 5. Exercise: Create a new custome called “CTI” with all needed information . ANSWER Go to the menu Sales -> Address Book. Click on “Customers” Click on the “Create” button. Type in the value “CTI” in “Name” field, and all required information. Click on the Save button.Nom du fichier – à compléter Management Presentation
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  7. 7. Now , after getting the final confirmation Mr.Binoy will record the project information in the OpenERP system.Nom du fichier – à compléter Management Presentation 7
  8. 8. Exercise: Create a new project called “CTI Website Developmet” and make the project billable. ANSWER Go to menu Project -> Configuration -> Projects and Stages. Click on “Projects” Click on the “Create” button. Type “CTI Website Development” in the Project Name field and select the end date in End Date field. Click on the “Save” button. Open the tab “Billing” in the same window and select “CTI” in Customer field.Nom du fichier – à compléter Management Presentation
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  11. 11. Project is created now and Mr.Binoy will now create various tasks for the projectNom du fichier – à compléter Management Presentation
  12. 12. Exercise: Create a task “Develop Home Page” for the project. ANSWER Go to the menu Project -> Tasks . You will get the kanban view of the tasks. Click on “Create” button in the Tasks form. In the Task Summary write “Develop Home Page” , in Planned Hours type “08:00” , select the date in Deadline field. Click on the “Save” button.Nom du fichier – à compléter Management Presentation
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  15. 15. Exercise: Create second task “Develop About Us Page” for the project. ANSWER Go to Project -> Tasks Click on the “Create” button. In the Task Summary write “Develop About Us Page” , in Planned Hours type “16:00” , select the date in Deadline field. Click on the “Save” button.Nom du fichier – à compléter Management Presentation
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  18. 18. Exercise: See both the task in the kanban view. ANSWER Go to Project – Tasks both the tasks will be listed in the kanban view.Nom du fichier – à compléter Management Presentation
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  20. 20. Tasks are assigned to Administrator and now Tasks are assigned to Administrator and now he will start working on the task and he will start working on the task and complete the first task. complete the first task.Nom du fichier – à compléter Management Presentation
  21. 21. Exercise: Move the Tasks from from the undefined state to development state in kanban view. ANSWER Go to Project -> Tasks. Now, Drag the first task and drop it in the development state. Same way drag the second task and drop it in the development state.Nom du fichier – à compléter Management Presentation
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  23. 23. Exercise: Start the first task from the kanban view , enter the worklog and make it done. ANSWER Go to Project -> Tasks. Now, click on the “Edit” button on the first task. “Start task” , enter the “Work Summary” and click on the Done button.Nom du fichier – à compléter Management Presentation
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  27. 27. Exercise: After finishing the first task search the second task in the Kanban view. ANSWER Go to menu Project -> Tasks. Type “CTI Website Development” in the “Project” Search box. Click on “Search” button.Nom du fichier – à compléter Management Presentation
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  29. 29. Exercise: Start the task “Develop About Us Page” and complete it. ANSWER Click on the “Edit” button in the kanban view of the second task. Start the task. Enter the “Work Summary” for the task. Click on “Done”Nom du fichier – à compléter Management Presentation
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  32. 32. Both the tasks are done now and Mr.Binoy Both the tasks are done now and Mr.Binoy will want to create invoice for both the will want to create invoice for both the tasks. tasks.Nom du fichier – à compléter Management Presentation
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  34. 34. Exercise: Generate Invoice for the task that are done. ANSWER Go to the menu Project ->Invoicing. Click on option “Invoice Tasks Work”. Click on two check boxes for both the task records. Click on the “Create Invoice” Action.Nom du fichier – à compléter Management Presentation
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  38. 38. Some days after the customer “CTI” faces Some days after the customer “CTI” faces some issue with the site created by TinyERP. some issue with the site created by TinyERP.Nom du fichier – à compléter Management Presentation
  39. 39. Exercise: Create an issue for the project “CTI Website Developmet” , enter details for the issue , enter the worklog for the issue. ANSWER Go to the menu Project ->Issues. One kanban view will be shown. Click on the “Create” button. Enter the issue details in the form. Click on Done button. Go to “Worklog” tab and enter the details.Nom du fichier – à compléter Management Presentation
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