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Project Task Analytic Propagation

Alpha License: LGPL-3 OCA/timesheet Translate me on Weblate Try me on Runboat

This module allows you to change the analytic accounts in the timesheet, regardless of whether it has already been validated or is pending, when the linked task changes accounts (as happens with an item in a sales order).

In addition, when you change the analytic account for a project, it is also automatically updated in all its tasks.

When you change the task’s project, this project will be propagate to all task’s timesheets.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Settings > Users & Companies > Groups

  2. Give your user these technical permissions:

    • Technical / Show Full Accounting Features

  3. Go to Invoicing > Settings > Analytics and check Analytic Accounting

Usage

To use this module, you need to:

  1. Go to Sales > Order and select an order with a project related.

  2. Click on task’s smart button and select or create a task.

  3. Select any analytic account for any analytic plan in ‘Extra Info’.

  4. Record some time on timesheets page.

  5. On the Extra Info tab change the analytic account in any analytic plan.

  6. To check this go to Timesheets > All Timesheets.

  7. Change to list view and group by Project > Task and add custom group based on your analytic plans.

Changes to a task’s analytic accounts are tracked in its chatter for all analytic plans.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainers:

rafaelbn chienandalu

This module is part of the OCA/timesheet project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Metadata

Release files for odoo-addon-project-task-analytic-propagation 19.0.1.1.0

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