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Hibou Odoo Suite: Equipment Timesheet

Repository Versions:

Modules:

Author:

Hibou Corp.

License:

AGPL-3

Purpose

The purpose of this documentation is to outline the use case, processes and technical details associated with Hibou's Equipment Timesheets module.

The Equipment Timesheet module allows you to easily record time spent on your maintenance requests. Additionally, Equipment Timesheet can be used in conjunction with analytic accounting to track time spent on maintenance or repair of equipment across projects and departments.

Getting Started

First things first, we want to install the module! Navigate to the Apps application and search 'Equipment Timesheets'. When ready, click the Install button.

Odoo CMS - a big picture

  Good to Know!

This module requires Maintenance Notebook, HR Department Project, and HR Timesheet. However, if you do not already have these modules installed, Odoo will install them for you during this module's installation.


Processes

To get started, navigate to the Maintenance application.

Odoo - Sample 1 for three columns


Adding a Timesheet to a Maintenance Request

Once there, click on Maintenance and then Maintenance Requests.

Odoo CMS - a big picture

Select an existing Maintenance request, or create one by clicking the Create button.

In order to use TImesheets on Maintenance Requests, a Billing Project must be selected. Once the Billing Project has been selected, you will see a new Timesheets tab below the Notes section. Click "Add an Item" to enter a new timesheet. 

Once the timesheet entry has been added and you're ready, hit the Save button.

Odoo CMS - a big picture

  Important!

A Billing Project must be selected from the dropdown menu in order to add timesheets.


         

If you enter an expected amount of hours for the maintenance request to be completed, you can track your Remaining Hours on the request as you enter timesheets.

 

Using Maintenance Requests in Analytic Accounting

Projects are, by their vey nature, analytic accounts. By entering timesheets on a maintenance request, we are entering time in a project and, therefore, creating an analytic accounting entry.

  Good to Know!

To use this reporting feature, you must first configure your Odoo instance to use analytic accounting.


The Billing Project you chose can be configured with a Department, a Customer or both.



Within the Accounting application, click on Reporting and then Analytic Entries.

Here you can view the number of hours that have been entered for a project under Quantity. You can also drill down further to view the project's associated partner or department.

In this way, you can report on the time that is spent on maintenance requests for a general project or a specific department or customer. This allows you to budget time accordingly and follow up as needed for those that are utilizing a higher than expected amount of time on maintenance requests.


Technical

This module adds a new 'Timesheets' notebook tab on the Maintenance Request form. Additionally, there are new computed fields that calculate the effective hours and remaining hours for maintenance requests.


Interested? Check out our GitHub Repo!

GitHub