Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
We are using the Contracts Management functionality in Odoo 9 for managing our Consulting Services, using the Products set as a "Service" and "invoice based on time and material" and tracking with "create a task and track hours", then assigning a Project as the analytic account on the Sales Order. We need to capture consultants time against these auto-created tasks through the timesheets functionality (for ease of use, security and approval processes).
The Timesheet module doesn't seem to allow tracking of time against a task on a project, only against the project as a whole. Which seems odd given the time tracking method used in the product, project and sales order for invoicing. I'm not sure if this is a setting that I'm missing, or a module/extension I need to install, or something else entirely.
Tried So Far
Tried the various Product configurations for billing time and expense, though the current configuration is really the only way that our process works. None of these made any difference.
Set the Project Settings to: "log work activities on tasks"
Looked for module to install, but could only find one suggested in this post: https://www.odoo.com/forum/help-1/question/enter-time-by-task-not-project-on-hr-timesheet-48780 - however this is not available for the latest v9 release.
Checked the list of activities that come out of the timesheet entry screen (in the Activities page) and found that the task is available to fill in at this point
Quickly looked at possibility of adding the task field from the Project in the timesheet entry form (assuming it would be available as per point 4 above), however this field isn't available in the Timesheet Data Object.
It's a long time ago, but it might be of interest to others too.
When you report your times and want to record tasks, you can open your weekly time sheet but instead of posting your time in the summary, you just click on the time sheet tile and record your task times as time sheet activities. After saving, you see the summary and details (without tasks) in the regular time sheet view:
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 10/28/15, 9:00 AM|
|Seen: 5741 times|
|Last updated: 1/9/17, 1:36 AM|