1 <?xml version="1.0" encoding="utf-8"?>
5 <menuitem id="base.menu_project_long_term" name="Long Term Planning" parent="base.menu_main_pm" sequence="1"/>
7 # ------------------------------------------------------
8 # Project Resource Allocation
9 # ------------------------------------------------------
11 <record id="view_project_resource_allocation_gantt" model="ir.ui.view">
12 <field name="name">project.resource.allocation.gantt</field>
13 <field name="model">project.resource.allocation</field>
14 <field name="type">gantt</field>
15 <field name="arch" type="xml">
16 <gantt color="project_id" date_start="date_start" date_stop="date_end" mode="year">
17 <level object="res.users" link="user_id" domain="[]">
24 <record id="view_project_resource_allocation_calendar" model="ir.ui.view">
25 <field name="name">project.resource.allocation.calendar</field>
26 <field name="model">project.resource.allocation</field>
27 <field name="type">calendar</field>
28 <field eval="2" name="priority"/>
29 <field name="arch" type="xml">
30 <calendar color="resource_id" date_start="date_start" date_stop="date_end" day_length="12" string="Resources">
31 <field name="phase_id"/>
32 <field name="project_id"/>
38 <record id="view_project_resource_allocation_form" model="ir.ui.view">
39 <field name="name">project.resource.allocation.form</field>
40 <field name="model">project.resource.allocation</field>
41 <field name="type">form</field>
42 <field name="arch" type="xml">
43 <form string="Project Resource Allocation">
44 <group colspan="4" col="6">
45 <field name="resource_id"/>
46 <field name="phase_id"/>
47 <field name="project_id"/>
48 <field name="date_start"/>
49 <field name="date_end"/>
50 <field name="useability" string="Availability"/>
56 <record id="view_project_resource_allocation_list" model="ir.ui.view">
57 <field name="name">project.resource.allocation.list</field>
58 <field name="model">project.resource.allocation</field>
59 <field name="type">tree</field>
60 <field name="priority" eval="5"/>
61 <field name="arch" type="xml">
62 <tree editable="bottom" string="Project Resource Allocation">
63 <field name="resource_id"/>
64 <field name="phase_id"/>
65 <field name="project_id"/>
66 <field name="useability" string="Availability"/>
71 <record id="view_project_resource_allocation_search" model="ir.ui.view">
72 <field name="name">project.resource.allocation.search</field>
73 <field name="model">project.resource.allocation</field>
74 <field name="type">search</field>
75 <field name="arch" type="xml">
76 <search string="Resources Allocation">
77 <group colspan="4" col="20">
78 <field name="resource_id"/>
79 <field name="phase_id"/>
80 <field name="project_id"/>
83 <group expand="0" string="Group By..." colspan="4" col="20">
84 <filter name="resource" string="Resource" icon="terp-personal" domain="[]" context="{'group_by':'resource_id'}"/>
85 <separator orientation="vertical"/>
86 <filter string="Project" icon="terp-folder-violet" domain="[]" context="{'group_by':'project_id'}"/>
87 <filter string="Phase" icon="terp-project" domain="[]" context="{'group_by':'phase_id'}"/>
92 <record id="act_resouce_allocation" model="ir.actions.act_window">
93 <field name="name">Resources Allocation</field>
94 <field name="res_model">project.resource.allocation</field>
95 <field name="view_type">form</field>
96 <field name="view_mode">gantt,tree,form,calendar</field>
97 <field name="context">{}</field>
98 <field name="search_view_id" ref="view_project_resource_allocation_search"/>
102 # ------------------------------------------------------
104 # ------------------------------------------------------
106 <record id="view_project_phase_form" model="ir.ui.view">
107 <field name="name">project.phase.form</field>
108 <field name="model">project.phase</field>
109 <field name="type">form</field>
110 <field name="arch" type="xml">
111 <form string="Project Phase">
112 <group colspan="6" col="6">
113 <group colspan="6" col="6" >
114 <field name="name" select="1"/>
115 <field name="project_id" on_change="onchange_project(project_id)"/>
116 <field name="responsible_id"/>
118 <group colspan="6" col="6">
119 <field name="date_start"/>
120 <field name="duration"/>
121 <field name="product_uom" nolabel="1" domain="[('category_id.name', '=', 'Working Time')]"/>
122 <field name="date_end"/>
125 <notebook colspan="4">
126 <page string="Resource Allocation">
127 <field colspan="4" name="resource_ids" nolabel="1">
128 <tree editable="bottom" string="Project Resource Allocation">
129 <field name="resource_id" context="{'project_id':parent.project_id}"/>
130 <field name="date_start" readonly="1"/>
131 <field name="date_end" readonly="1"/>
132 <field name="useability" string="Availability"/>
134 <form string="Project Resource Allocation">
135 <field name="resource_id" context="{'project_id':parent.project_id}"/>
136 <field name="date_start" readonly="1"/>
137 <field name="date_end" readonly="1"/>
138 <field name="useability" string="Availability"/>
141 <separator string="" colspan="4"/>
142 <group col="12" colspan="4">
143 <field name="state" select="1"/>
144 <button string="Cancel" name="set_cancel" states="draft,open,pending" icon="gtk-cancel"/>
145 <button string="Draft" name="set_draft" states="open" icon="gtk-indent"/>
146 <button string="Pending" name="set_pending" states="open" icon="gtk-media-pause"/>
147 <button string="Done" name="set_done" states="pending,open" icon="terp-dialog-close"/>
148 <button string="Start Phase" name="set_open" states="pending,draft" icon="gtk-execute"/>
151 <page string="Tasks Details">
152 <field colspan="4" name="task_ids" readonly="1" context="{'default_project_id' :project_id}" nolabel="1">
153 <tree string="Project's Tasks">
154 <field name="sequence"/>
156 <field name="user_id"/>
157 <field name="date_start"/>
158 <field name="date_end" />
159 <field name="planned_hours" widget="float_time"/>
160 <field name="project_id" invisible="1"/>
161 <field name="total_hours" sum='Total Hours'/>
162 <field name="remaining_hours" widget="float_time" sum="Remaining Hours"/>
163 <field name="state"/>
165 <form string="Project's Tasks">
166 <notebook colspan="4">
167 <page string="Task Detail">
168 <group colspan="4" col="4">
170 <field name="project_id"/>
171 <field name="user_id"/>
172 <field name="sequence"/>
174 <group colspan="2" col="2">
175 <separator string="Dates" colspan="2"/>
176 <field name="date_start"/>
177 <field name="date_end" />
178 <field name="date_deadline"/>
180 <group colspan="2" col="2">
181 <separator string="Planning" colspan="2"/>
182 <field name="planned_hours" widget="float_time"/>
183 <field name="total_hours" widget="float_time"/>
184 <field name="remaining_hours" widget="float_time"/>
185 <field name="effective_hours" invisible="1"/>
187 <group colspan="6" col="4">
188 <field name="state"/>
194 <button name="%(action_project_schedule_tasks)d" string="Schedule Tasks" type="action" icon="gtk-jump-to"/>
196 <page string="Schedule and Display info">
197 <group colspan="2" col="2">
198 <separator string="Constraints" colspan="2"/>
199 <field name="constraint_date_start"/>
200 <field name="constraint_date_end"/>
202 <group colspan="2" col="2">
203 <separator string="Displaying settings" colspan="2"/>
204 <field name="sequence"/>
206 <separator colspan="4" string="Previous Phases"/>
207 <field colspan="4" name="previous_phase_ids" nolabel="1" domain="[('id','!=',active_id)]"/>
208 <separator colspan="4" string="Next Phases"/>
209 <field colspan="4" name="next_phase_ids" nolabel="1" domain="[('id','!=',active_id)]"/>
217 <record id="view_project_phase_list" model="ir.ui.view">
218 <field name="name">project.phase.list</field>
219 <field name="model">project.phase</field>
220 <field name="type">tree</field>
221 <field name="priority" eval="5"/>
222 <field name="arch" type="xml">
223 <tree colors="grey:state in ('cancelled','done');blue:state in ('pending')" string="Project Phases">
225 <field name="project_id" on_change="onchange_project(project_id)"/>
226 <field name="responsible_id"/>
227 <field name="date_start"/>
228 <field name="date_end"/>
229 <field name="duration"/>
230 <field name="state"/>
235 <record id="view_project_phase_calendar" model="ir.ui.view">
236 <field name="name">project.phase.calendar</field>
237 <field name="model">project.phase</field>
238 <field name="type">calendar</field>
239 <field eval="2" name="priority"/>
240 <field name="arch" type="xml">
241 <calendar color="project_id" date_start="date_start" date_stop="date_end" day_length="12">
243 <field name="responsible_id"/>
248 <record id="view_project_phase_gantt" model="ir.ui.view">
249 <field name="name">project.phase.gantt</field>
250 <field name="model">project.phase</field>
251 <field name="type">gantt</field>
252 <field eval="2" name="priority"/>
253 <field name="arch" type="xml">
254 <gantt color="project_id" date_stop="date_end" date_start="date_start" mode="month">
255 <level object="project.project" link="project_id" domain="[]">
262 <record id="view_project_phase_search" model="ir.ui.view">
263 <field name="name">project.phase.search</field>
264 <field name="model">project.phase</field>
265 <field name="type">search</field>
266 <field name="arch" type="xml">
267 <search string="Project Phases">
268 <group colspan="4" col="20">
269 <filter string="Current" domain="[('state','in',('open','draft'))]" name="current" help="Draft and In Progress Phases" icon="terp-check"/>
270 <filter string="In Progress" name="Progress" domain="[('state','=','open')]" help="In Progress Phases" icon="terp-camera_test"/>
271 <filter string="Pending" domain="[('state','=','pending')]" help="Pending Phases" icon="terp-gtk-media-pause"/>
272 <separator orientation="vertical"/>
274 <field name="project_id">
275 <filter domain="[('project_id.user_id','=',uid)]" help="My Projects" icon="terp-folder-violet"/>
277 <field name="responsible_id"/>
278 <field name="date_start"/>
279 <field name="date_end"/>
282 <group expand="0" string="Group By..." colspan="4" col="20" groups="base.group_extended">
283 <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'responsible_id'}"/>
284 <separator orientation="vertical"/>
285 <filter string="Project" icon="terp-folder-violet" domain="[]" context="{'group_by':'project_id'}" name="project"/>
286 <separator orientation="vertical"/>
287 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
288 <separator orientation="vertical"/>
289 <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'date_start'}" help="Start Month"/>
295 <record id="act_project_phase" model="ir.actions.act_window">
296 <field name="name">Project Phases</field>
297 <field name="res_model">project.phase</field>
298 <field name="view_type">form</field>
299 <field name="view_mode">gantt,tree,form,calendar</field>
300 <field name="context">{"search_default_current": 1}</field>
301 <field name="search_view_id" ref="view_project_phase_search"/>
302 <field name="help">A project can be split into the different phases. For each phase, you can define your resources allocation, describe different tasks and link your phase to previous and next phases, add date constraints for the automated scheduling. Use the long term planning in order to planify your available human resources, convert your phases into a series of tasks when you start working on the project.</field>
305 <record id="act_project_phase_list" model="ir.actions.act_window">
306 <field name="name">Project Phases</field>
307 <field name="res_model">project.phase</field>
308 <field name="view_type">form</field>
309 <field name="view_mode">tree,form,calendar</field>
310 <field name="context">{"search_default_current": 1}</field>
311 <field name="search_view_id" ref="view_project_phase_search"/>
315 # ------------------------------------------------------
317 # ------------------------------------------------------
319 <record id="project.view_project_resource_form1" model="ir.ui.view">
320 <field name="name">Project Resource Calendar View</field>
321 <field name="model">project.project</field>
322 <field name="type">form</field>
323 <field name="inherit_id" ref="project.edit_project"/>
324 <field name="arch" type="xml">
325 <field name="priority" position="before">
326 <field name="resource_calendar_id"/>
332 # ------------------------------------------------------
334 # ------------------------------------------------------
336 <record id="view_phase_task_form2" model="ir.ui.view">
337 <field name="name">phase.task.form2</field>
338 <field name="model">project.task</field>
339 <field name="type">form</field>
340 <field name="inherit_id" ref="project.view_task_form2"/>
341 <field name="arch" type="xml">
342 <field name="sequence" position="after">
343 <field name="phase_id"/>
347 <record id="view_phase_task_search_form" model="ir.ui.view">
348 <field name="name">phase.task.search.form</field>
349 <field name="model">project.task</field>
350 <field name="type">search</field>
351 <field name="inherit_id" ref="project.view_task_search_form"/>
352 <field name="arch" type="xml">
353 <field name="project_id" position="after">
354 <field name="phase_id" select="1"/>
359 <record id="view_phase_task_search_form_group" model="ir.ui.view">
360 <field name="name">phase.task.search.form.group</field>
361 <field name="model">project.task</field>
362 <field name="type">search</field>
363 <field name="inherit_id" ref="project.view_task_search_form"/>
364 <field name="arch" type="xml">
365 <filter string="Project" name="group_project_id" icon="terp-folder-violet" domain="[]" context="{'group_by':'project_id'}" position="after">
366 <filter string="Project Phase" name="group_project_id_phase" icon="terp-folder-violet" domain="[]" context="{'group_by':'phase_id'}" groups="base.group_extended"/>
371 <record id="view_phase_task_search_form_tree" model="ir.ui.view">
372 <field name="name">phase.task.search.form.tree</field>
373 <field name="model">project.task</field>
374 <field name="type">tree</field>
375 <field name="inherit_id" ref="project.view_task_tree2"/>
376 <field name="arch" type="xml">
377 <field name="project_id" position="after">
378 <field name="phase_id" invisible="1" groups="base.group_extended"/>
384 id="project_phase_task_list"
386 res_model="project.task"
387 src_model="project.phase"
388 view_mode="tree,form"
389 context="{'search_default_phase_id': [active_id]}"
390 domain="[('phase_id', '=', active_id),('project_id','=',project_id)]"
394 context="{'search_default_project_id': [active_id]}"
395 id="act_project_phases"
397 res_model="project.phase"
398 src_model="project.project"
399 domain="[('project_id', '=', active_id)]"
400 view_mode="tree,form"
405 context="{'search_default_user_id': [user_id]}"
406 id="act_project_resource"
408 res_model="resource.resource"
409 src_model="project.project"
410 domain="[('user_id', '=',user_id)]"
411 view_mode="tree,form"
415 # ------------------------------------------------------
417 # ------------------------------------------------------
419 <menuitem action="act_project_phase_list"
420 groups="base.group_extended"
421 id="menu_project_phase_list" parent="project.menu_project_management" sequence="2"/>
423 <menuitem action="act_project_phase"
425 groups="base.group_extended"
426 id="menu_project_phase" parent="base.menu_project_long_term" sequence="1"/>
428 <menuitem id="menu_resouce_allocation" action="act_resouce_allocation"
430 name="Resource Allocations" parent="base.menu_project_long_term" sequence="2"/>
432 <menuitem id="menu_pm_resources_project1"
433 groups="base.group_extended"
434 name="Resources" parent="project.menu_definitions" sequence="3"/>
436 <menuitem id="menu_phase_schedule" name="Scheduling" parent="base.menu_main_pm" sequence="4" groups="project.group_project_user,project.group_project_manager"/>
437 <menuitem action="resource.action_resource_resource_tree" id="menu_view_resource" parent="menu_pm_resources_project1" sequence="2"/>
438 <menuitem action="resource.action_resource_calendar_form" id="menu_view_resource_calendar" parent="menu_pm_resources_project1" sequence="1"/>
439 <menuitem action="resource.action_resource_calendar_leave_tree" id="menu_view_resource_calendar_leaves" parent="menu_pm_resources_project1" sequence="1"/>