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Meeting Minutes Project Steering

Using project meeting minutes for steering project.

Technical Name:
meeting_minutes_project_steering
Version:
12.0
License:
AGPL-3
Author:
Numigi
Maintainer:
https://odoo-community.org
Website:
https://bit.ly/numigi-com
Repository:
https://github.com/Numigi/odoo-project-addons/tree/12.0/./meeting_minutes_project_steering
https://kastor.lab.numigi.net/web/image/product.template/1054/image_1920?unique=0a81b40
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Meeting Minutes Project Steering

This module helps project team for steering projects, using some parameters for KPI.

Usage

Configuring control indicators

As a user in the Projects/User group, I find a new menu Projects > Configuration > Steering indicators.

static/description/steering_indicators_menu.png

When I click on this menu entry, I arrive at a list view displaying the following fields: -Sequence -Label -Model -Active

The list view contains a handle component to order the rows and adjust the sequence from the list view.

static/description/handle_to_order_sequence.png

When I click on the Create button, I arrive at a form view offering the following fields: -Label -Sequence -Model -Active -Primary Filter -Date Filter

Notice : Model field have only two possible options, Project and Task. Date Filter will be applied after the Primary Filter to filter the records.

static/description/steering_indicator_form.png

New 'Steering' tab in the Meeting Minutes form

As a user who can access reports and create meeting minutes, if I create a meeting minutes associated with a task or a project, a new checkbox field is available Project Steering. This field is unchecked by default and visible only if the Project field is non-empty.

When I check the Project Steering box, a new tab is displayed Steering.

In the tab, a Load Data button is available at the top of the tab. Below this button, a list view of the control lines is available. Lines are empty by default.

The lines contain the following fields: -Project -Project deadline -Task -Planned date -Deadline -Notes

When I click on the Load data button, a query is launched to find and load the lines for each active management indicator, with the following criteria: ¤ Records have the same project ID as the meeting minutes ¤ Records are included in the project indicator domain

The recording lines are grouped by Steering Indicator, and each group is ordered according to the sequence defined in the list of steering indicators, with a section line at the first line of each recording group.

static/description/project_steering_data.png

NB: This module is intended to work on a single project per meeting minute. Another module will be made to allow the notion of parent project to be used in project steering.

Reports

From the button Print, you can print the PDF report of the meeting minutes:

static/description/print_meeting_minutes.png

Result:

static/description/meeting_minutes_report.png

Contributors