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Project Recalculate

Beta License: AGPL-3 OCA/project Translate me on Weblate Try me on Runboat

This module recalculates Task start/end dates depending on Project start/end dates.

Table of contents

Configuration

You can define working calendar at Setting > Technical > Resource > Working time. Then assign this calendar to a resource (related with a user), a project or a company.

When calculating task dates, this addon will look for a working calendar in this order:

  • If project has working time assigned, use it.
  • If user assigned, search first resource related with this user (normally user is related, only with one resource) and get its working calendar ends at 18:00
  • If not user assigned or resource hasn't working calendar, search first working calendar of the company
  • If no working calendar found, then every day is workable and work starts at 08:00 and ends at 18:00

Also you can define which task stages are included in recalculation when 'Project recalculate' button is clicked. By default, all are included. To change this go to Project > Configuration > Stages > Task Stages and change the 'Include in project recalculate' field.

Usage

There are two calculation modes:

  • Date begin: Task start/end dates are recalculated from project's date begin
  • Date end: Task start/end dates are recalculated from project's date end

If the project start/end date is changed in the form view, then you have to click "Recalculate project" button to recalculate all open tasks [1] according to the new date.

[1] 'Open tasks' means tasks in a stage that are defined with 'Include in project recalculate' = True

This a typical use case:

  1. Create a project and configure:
    • Calculation type, for example "Date end".
    • Expiration Date.
  2. Create tasks, configuring for each one:
    • From days, in this example, days from date end when this task must start.
    • Estimation days, duration of the task in days.
  3. Click at "Recalculate project" button.
  4. Go to task list and see the recalculated planning.

Known issues / Roadmap

  • Project tasks are written one by one, so this can reduce performance.

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

  • Tecnativa

Contributors

  • Endika Iglesias
  • Antonio Espinosa
  • Javier Iniesta
  • Tecnativa:
    • Rafael Blasco
    • Pedro M. Baeza
    • Ernesto Tejeda

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.

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

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