Friday, April 1, 2022
1 change
Enhancements to existing features
Project update side panels now show clearer budget and profitability information, including planned versus spent budget amounts. Profitability now also includes subscription revenue and confirmed extra Field Service sales, giving teams a more complete financial view of projects.
Original PR description
Purpose ======= The goal is to review the information displayed in the project updates side panel and also completely review the project profitability calculation. ## Implementation details ###…
Purpose ======= The goal is to review the information displayed in the project updates side panel and also completely review the project profitability calculation. ## Implementation details ### Review the profitability section In this section (added in community version), the subscriptions are takken into account in the revenues table shown for the project profitability. With Field Service, the 'Extra Quotations' feature is also takken into account in the project profitability by adding the extra sales orders created with this feature. ### Budget section This section will list all of budgetary positions linked to the AA of the project. Each row will shown: - the Budgetary position name - the allocated amount represents the planned_amount of budget lines - the spent amount represents the practical_amount of budget lines - the remaining amount represents the difference between the allocated and the spent amounts if there are no budgetary positions, an 'add budget' button will be displayed that should open the budget form view (only visible if the user has accounting > accountant access right level). ### Additional changes in the right side panel - remove the following stat buttons: subscriptions, budget. Community PR: odoo/odoo#87480 task-2710808