[FW][ADD] project: profitability dashboard

content/applications/services/project.rst

@@ -1,5 +1,5 @@
-:nosearch:
 :show-content:
+:nosearch:
 :hide-page-toc:
 :show-toc:
 
@@ -17,5 +17,4 @@ coworkers, and keep track of each project's profitability.
    :titlesonly:
 
    project/project_management
-   project/project_dashboard
    project/tasks

content/applications/services/project/project_management.rst

@@ -1,3 +1,6 @@
+:show-content:
+:hide-page-toc:
+
 ==================
 Project management
 ==================
@@ -108,3 +111,9 @@ You can also create your own buttons to access more specific views:
    :guilabel:`Save View`.
 #. Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share
    the button with other users.
+
+.. toctree::
+   :titlesonly:
+
+   project_management/project_dashboard
+   project_management/project_profitability

content/applications/services/project/project_dashboard.rst → content/applications/services/project/project_management/project_dashboard.rst

@@ -12,10 +12,13 @@ effective project management and ensuring that your project stays on track.
 Using the project dashboard
 ===========================
 
-To access the project dashboard, open the **Project** app and hover over the desired project’s
-card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and
-select :guilabel:`Dashboard`. Alternatively, you can access the project dashboard from the project’s
-:ref:`top bar <project/project-management/top-bar>`.
+To access the project dashboard, open the **Project** app and navigate to the applicable project.
+Click the :icon:`fa-sliders` (:guilabel:`sliders`) icon to add :guilabel:`Dashboard` to the
+project's :ref:`top bar <project/project-management/top-bar>`.
+
+.. tip::
+   You can also access the project dashboard by hovering over the desired project’s card, clicking
+   the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`), and selecting :guilabel:`Dashboard`.
 
 The left side of the dashboard displays a list of existing :ref:`project updates <project/project-dashboard/updates>`,
 and the right side provides :ref:`detailed information about records linked to the project
@@ -40,11 +43,11 @@ The following smart buttons are displayed on the top right of the project dashbo
    completed/all, as well as the entire project's completion percentage estimation.
  - :guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app
    configuration) allocated in the project’s **settings**. This includes all
-   :doc:`timesheets <../timesheets>`, whether or not they have been validated.
+   :doc:`timesheets </applications/services/timesheets>`, whether or not they have been validated.
  - :guilabel:`Planned`: the number of hours that have been planned for shifts in the **Planning**
-   app. This includes all :doc:`planned shifts <../planning>`, including past shifts and shifts that
-   have not yet been published.
- - :guilabel:`Documents`: number of :doc:`documents <../../productivity/documents>` in the
+   app. This includes all :doc:`planned shifts </applications/services/planning>`, including past
+   shifts and shifts that have not yet been published.
+ - :guilabel:`Documents`: number of :doc:`documents </applications/productivity/documents>` in the
    project’s workspace.
  - :guilabel:`Burndown Chart`: click the smart button to access a :doc:`report </applications/essentials/reporting>`
    on the status of the project’s tasks over time.
@@ -78,8 +81,9 @@ or :guilabel:`canceled` :ref:`status <project/tasks/task_stages_statuses/statuse
 Profitability
 -------------
 
-This section provides a breakdown of project costs and revenues, which are impacted by all records
-linked to the project and its :doc:`Analytic account </applications/finance/accounting/reporting/analytic_accounting>`.
+The :doc:`profitability dashboard </applications/services/project/project_management/project_profitability>`
+provides a breakdown of project costs and revenues, which are impacted by all records linked to the
+project and its :doc:`Analytic account </applications/finance/accounting/reporting/analytic_accounting>`.
 
 .. note::
    The profitability report is only displayed for billable projects.

content/applications/services/project/project_management/project_profitability.rst

@@ -0,0 +1,105 @@
+=====================
+Project profitability
+=====================
+
+When handling billable projects, it is essential to determine whether your projects are turning a
+profit. Measuring **project profitability** involves keeping track of the costs of resources used to
+carry out the project, such as employee costs, materials used, purchases, expenses, or after-sales
+services, and comparing them with the project revenues.
+
+Project profitability is tracked in the :doc:`project dashboard <project_dashboard>` on all billable
+projects.
+
+To access the :doc:`project dashboard <project_dashboard>`, open the **Project** app and navigate to
+the applicable project. Click the :icon:`fa-sliders` (:guilabel:`sliders`) icon to add
+:guilabel:`Dashboard` to the project's :ref:`top bar <project/project-management/top-bar>`.
+
+.. tip::
+   You can also access the :doc:`project dashboard <project_dashboard>` by hovering over the desired
+   project’s card, clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`), and selecting
+   :guilabel:`Dashboard`.
+
+The **profitability dashboard** is on the right side of the project dashboard and displays data for
+all records linked to the project and its
+:doc:`analytic account </applications/finance/accounting/reporting/analytic_accounting>`. It’s
+divided into two major sections: :ref:`revenues <project/project-profitability/revenues>`, which
+displays a breakdown of income generated by the project, and
+:ref:`costs <project/project-profitability/costs>` accrued by your company. The same record can be
+displayed in both sections, e.g., the same timesheet is listed under :guilabel:`Revenues` with the
+amount the customer paid for the work and under :guilabel:`Costs` with the amount of wages paid to
+the employees.
+
+.. image:: project_profitability/profitability-dashboard.png
+   :alt: Project dashboard.
+
+The amounts displayed in the profitability report are divided into three columns:
+
+ - :guilabel:`Expected`: the amounts expected based on existing sales or purchase orders.
+ - :guilabel:`To invoice` (revenues) or :guilabel:`To bill` (costs): the amounts are moved to this
+   column when the work or goods have been delivered, e.g., a
+   :doc:`timesheet </applications/services/timesheets>` has been created and/or validated, a
+   delivery order has been marked as done, or the delivered quantity has been manually updated on
+   the sales order.
+ - :guilabel:`Invoiced` or :guilabel:`Billed`: the amounts are moved to this column once an invoice
+   or bill has been confirmed.
+
+Based on the same principle, the revenues section is further divided into :guilabel:`Sold`,
+:guilabel:`Delivered`, and :guilabel:`Invoiced` columns. Use the :icon:`fa-caret-right`
+(:guilabel:`arrow`) icon to see a detailed breakdown for each line.
+
+.. tip::
+   Use the project’s :ref:`top bar <project/project-management/top-bar>` to easily access and edit
+   records linked to the project’s profitability from the project’s Kanban view.
+
+.. important::
+   In order for a record to be displayed on the profitability dashboard, it must be linked to the
+   project and its :doc:`analytic account </applications/finance/accounting/reporting/analytic_accounting>`.
+
+The following records can be displayed in the profitability dashboard.
+
+.. _project/project-profitability/revenues:
+
+Revenues
+--------
+
+ - :guilabel:`Timesheets`: revenues from :doc:`timesheets </applications/services/timesheets>`,
+   broken down according to the :guilabel:`Invoicing Policy` selected on the product form (e.g.,
+   :doc:`Prepaid/Fixed Price </applications/sales/sales/invoicing/invoicing_policy>`,
+   :doc:`Based on Timesheets </applications/sales/sales/invoicing/time_materials>`,
+   :doc:`Based on Milestones </applications/sales/sales/invoicing/milestone>`).
+ - :guilabel:`Materials`: total of sales prices of products sold via sales orders linked to the
+   project.
+ - :guilabel:`Customer invoices`: a total of invoices linked to the project.
+ - :guilabel:`Subscriptions`: a total of sales prices of
+   :doc:`subscriptions </applications/sales/subscriptions>` linked to the project.
+ - :guilabel:`Down payments`: a total of
+   :doc:`down payments </applications/sales/sales/invoicing/down_payment>` linked to the project.
+ - :guilabel:`Expenses`: any :doc:`expenses </applications/finance/expenses>` that have been
+   :doc:`reinvoiced to the customer </applications/sales/sales/invoicing/expense>`.
+
+.. _project/project-profitability/costs:
+
+Costs
+-----
+
+ - :guilabel:`Timesheets`: total cost of time tracked by employees via :doc:`timesheets
+   </applications/services/timesheets>`, based on the employee's
+   :ref:`HR settings <employees/hr-settings>`.
+ - :guilabel:`Purchase Orders`: total cost of
+   :doc:`purchase orders </applications/inventory_and_mrp/purchase/manage_deals>` linked to the
+   project. Those could cover goods, materials, or even subcontracted services. This entry only
+   appears once the vendor bill is posted.
+ - :guilabel:`Materials`: total cost of products included in
+   :doc:`stock moves </applications/inventory_and_mrp/inventory/shipping_receiving>` (deliveries and
+   receipts) that have been validated for the project. This section is only displayed if
+   :guilabel:`Analytic Costs` have been enabled in
+   :menuselection:`Inventory --> Configuration --> Operations Types` for applicable operations. This
+   ensures that the product's cost is tracked during the stock move.
+ - :guilabel:`Expenses`: total costs of :doc:`expenses </applications/finance/expenses>` linked to
+   the project that have been submitted and approved.
+ - :guilabel:`Vendor bills`: total costs of
+   :doc:`vendor bills </applications/inventory_and_mrp/purchase/manage_deals/manage>` linked to the
+   project's analytic account.
+ - :guilabel:`Manufacturing orders`: total costs of manufacturing orders linked to the project's
+   analytic account.
+ - :guilabel:`Other costs`: any other costs linked to the project's analytic account.