Manage the Business Requirement Deliverables and Resources for your customers
Project description
Business Requirement Deliverable
Introduction
This module is part of a set of modules (Business Requirements)
Two new concepts complement the main business requirements model:
Deliverable lines
Resource lines
What is a Deliverable Line?
Deliverable Lines (DL) contains products and services that will be delivered to the customer. They are customer oriented and can be either physical or service products:
Servers and procured goods
Gap analysis services
Module development services
Training etc.
These are the products that will appear in the SO and that the customer/ stakeholder will receive.
What are Resources Lines?
Resources Lines (RL) are the different tasks or procurements needed to achieve one deliverable:
Service tasks (Development, consultant etc.)
Procurement of other physical goods (server, etc.)
Procurement of other virtual goods (templates, sub-contracting, etc.)
RL directly depends on the DL.
What is the difference between Deliverable and Resources?
Concept |
Deliverables are: |
Resources are: |
---|---|---|
Target |
Provided to the customer (“Functioning Website”) |
Executed internally (“Server+CSS modifications”) |
Valuation |
Valued at Customer Sales Price |
Valued at Cost Price |
Usage |
Used in Sales Quotations |
Used in Project management or procurement management |
Business Requirement contains Deliverable lines and Deliverable line contains Resource lines.
Example of a Business Req. / Deliverable lines / Resource Line structure:
BR1 | |- DL1 | | | |- RL1 | |- RL2 | `- RL3 | |- DL2 | | | |- RL4 | |- RL5 | `- RL6 | BR2 | |- DL3 | | | |- RL7 | `- RL8 | |- DL4 | `- RL9
Configuration
You can define a master project linked to the business requirement.
NB: You have to specify a Estimation price list in the master project, which price will be used to value the deliverable lines. If no pricelist is defined in the project, the one from the associated customer will be used.
Usage
In the BR, you can add as many deliverable lines as necessary. Price of the deliverable lines will depend on the pricelist in master project or customer.
Once the deliverable lines are created you can create as many resources lines as necessary in each DL. Cost price of the product will apply
in RL you can already assign the responsible of the task if necessary
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 smashing it by providing a detailed and welcomed feedback.
Credits
Contributors
Eric Caudal <eric.caudal@elico-corp.com>
Alex Duan <alex.duan@elico-corp.com>
Xie XiaoPeng <xie.xiaopeng@elico-corp.com>
Victor M. Martin <victor.martin@elico-corp.com>
Sudhir P. Arya <sudhir.arya@serpentcs.com>
Maintainer
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.
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