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Privacy in Odoo Project Management | Odoo V12

 

In Odoo v12, Project Management Module is a fast user interface designed for modern project management and manages tasks for customer projects as well as our support issues in real time, agile, and flexible way. Project Management Module in Odoo v12  gives you a flexible workflow which helps you to plan and organize tasks, analyze time plans, assign tasks to prioritize tasks, structure your projects into different invoicing and managing contracts.

Under the Project Management module in Odoo v12, can design various ways to meet your needs: The Gantt chart view allows you to easily manage your resources and plans by simple drag & drop; The Calendar view also helps you map your deadlines and tasks needing the most attention; to analyze the progress of your tasks in the Graph view; Create specific stages per project and work on tasks and issues using the kanban view. Check project status in kanban state: Gray indicates the default situation; Red indicates a blockage in the progress of the tasks; Green indicates is the tasks are ready to be run to the next stage.

Keep track of everything of your project at a glance: time spent, time forecasted, rates, billable hours, detailed analysis of the costs and revenues of your projects. In brief, One can simply analysis, from the big picture to the minute details, from the customer contract to the billing. It allows automatically to create new tasks and issues by sending an email, allowing you to join together with customers easily.

In the Odoo Project Management module, there is an interplay of different Internal users, Employees, and Customers. Project Privacy is always sustained factor in project management. Project privacy plays a different role in Odoo project Management Module.

Project privacy in Odoo v12 is divided into three types, and they are as follow:

1. On Invitation only: visible in the portal if the customer is a follower

2. Visible by all employees: employees see all tasks or issues.

3. Visible by following customers: followers can only see the followed tasks or issues.

In this blog, you will see, how to set up Privacy in Odoo v12.
First, you have to create a new project and then set the privacy setting for that project.
Go to project module > configuration > projects > create

Project Privacy in Odoo v12

2. In the project form, we can set the project manager, privacy, and customer from the settings tab.

Project Privacy in Odoo v12

Now select the privacy setting of their own need:
1.) On invitation only:

Now select the project module, later select configuration > project > Create.

Now, if you select the option “On invitation only”, privacy would have change the corresponding internal users may only see the following project tasks and issues.

Project Privacy in Odoo v12

Remaining internal users who are not followers of the project “PC Snooper” do not have access to edit tasks and view forecast only the project users: Mitchell Admin, Nicole Ford, Joel Wills can edit the task and view its forecasts and time sheet.

Project Privacy in Odoo v12

2) Visible by all employees:
Now, if you select the option “Visible by all employees”, privacy would have change the corresponding employees see all tasks or issues.

Project Privacy in Odoo v12

 

Here, any employees can view all tasks and issues, Marc Demo is an internal user, rather than they are followers of the project or not.

Project Privacy in Odoo v12

3) Visible by following customers:
Now, if you select the option “Visible by following customers”, employees see everything; if a website is activated portal users may see a project, task or issues followed by them or someone of their company.

Project Privacy in Odoo v12

The internal user is an Abigail and she is a follower of the project PC Snooper. Project dashboard view of Abigail as follows:

Project Privacy in Odoo v12

The internal user is a Marc Demo and he is not a follower of the project PC Snooper. Project dashboard view of Marc Demo as follows:

Project Privacy in Odoo v12

The portal user is a Joel Wills and he is a follower of that project PC Snooper. Project dashboard view of Joel Wills as follows:

Project Privacy in Odoo v12

 

Any portal users or employee, who is not a follower of project PC Snooper will not be able to view any information about the project like Documents, tasks, timesheet, etc.

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