1 (206) 800-7778 [email protected]

Hibou Odoo Suite: HR Department Project

Repository Versions:

Modules:

Author:

Hibou Corp.

License:

AGPL-3

Purpose

The purpose of this documentation is to outline the processes associated with Hibou's HR Department Project module for Odoo, which allows you to define a default project for every department.

Getting Started

First thing's first, we want to install the module! Navigate to the Apps application and search 'HR Department Project'. When ready, click  Install .

Odoo CMS - a big picture

Good to Know!

This module requires the Employee Directory and Project applications. However, if you do not already have these applications installed, Odoo will install them for you during this module's installation!

Processes

To get started, navigate to the Projects application.

Odoo - Sample 1 for three columns


Creating a Department Project

Once there, click  create .

A modal window will pop up; enter the following information:

  • Project Name

  • Project Email

  • Allow Timesheets (if desired, check this box)

When ready, hit  Create & Edit.

Odoo CMS - a big picture

 

On the full Project form view, you may now select a Department for this project from the new Department dropdown menu.

After all desired information has been entered, hit Save .

Odoo CMS - a big picture

Accessing Department Projects

Navigate to the Employees application.

Odoo - Sample 1 for three columns


Select Departments and then switch to the list view by clicking the  icon on the right.

Click on the Department you previously attached to a Project. You will now see a new smart button with the number of projects associated with this department.

Odoo CMS - a big picture

Click this button to continue to a kanban view of department-specific projects.

Odoo CMS - a big picture

Technical

This module adds a new Projects smart button to the HR Department form view that dynamically displays the number of projects for that department. The smart button leads to a new view for the corresponding department's projects. Additionally, there is a new filter to group projects by Department. This is a bridge module to allow other modules to use this behavior.