![]() ![]() Please see the example in the image below, where row number 2 is a parent and specified in the parent row column of sub-tasks. For linking a sub-task with a parent task, you need to specify in the column parent row the row number of the parent task. You can also upload multiple sub-tasks with a parent task.Do not change the title or order of columns or add a new column to the template as the system will not be able to interpret the data correctly.After you download the template you can edit it based on your requirement if you follow the rules explained in the above section.The description field supports HTML tags to get proper formatting.Please make sure that except title and description all other fields have predefined values which you see in the other sheets as explained in point 3.Other sheets (Types, Sources, etc.) have the available texts that can be used for editing the individual task attributes.The column listed is the only one supported. Please see the image above with sheets highlighted in green. The task is the main sheet where you will provide task data.Please see the image above with sheets highlighted in red. You will find 7 worksheets that correspond to the task attributes.Let us understand the template structure in detail: To understand how to download the template please have a look at my earlier blog post here. We currently support Microsoft Excel format which makes it easy and flexible for our users. To upload the tasks, you need a template with a specific format. ![]() The supported transaction types include project tasks, user stories, and sub-tasks which can be uploaded individually or even as a hierarchy. Using this feature, you can download tasks from one project or a third-party system and upload them into another project. This feature will help you to upload multiple tasks in one go. Mass Upload tasks using Microsoft ExcelĪ.Projects offer an overview tab displaying a lot of information about projects and linked elements in Dolibarr such as proposals, invoices, orders, etc.Īll these data allow you to determine profit and loss resulting from the project.The tasks can be uploaded into SAP Cloud ALM in the following ways: ![]() You can review the plan using the Gantt view. If you decide to use tasks, track their progress and compare the progress with what you had initially planned. If you use opportunities, get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (propable) future turnover. More information is available in the following page: timesheet feature. If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported. If you decide to use Dolibarr projects to track the time spent, then allow each user to declare their time on a daily basis with a dedicated interface, or on a weekly or monthly basis with a different interface for the same.Įnter the estimated progress of your tasks/project during the same step in which the time spent is entered, so that the progress is always captured and compared with the time spent. You can also create sub-tasks and have a hierarchy of tasks. You can define properties on your tasks like planned workload and assign specific users. If you need to track dedicated tasks, map them to your projects. Users will be able to enter the time spent if you decide to use the timesheet feature. Make the project public or select the employees and/or partners who can participate in the project. Track Leads, Opportunities, Internal, Customer or Supplier Projects.Īdd the predefined fields of your choice to make the data more managable, complete and as accurate as you need it to be. Use the Dolibarr project module according to your needs. Track how much revenue your projects are bringing back to your company, and their profit or loss statistics. Projects and tasks are useful to track leads, opportunities and timesheets. ![]()
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