OCA / project / 2248

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9.0: 95%

Pull #449

travis-ci

[ADD] project_hr: Link HR with project

Project HR
==========

This is a technical module for adding some HR information to projects and
provide technical fields with HR information:

- Employee categories at project and task level.
- Employee linked to the user assigned to a task.
- Employee categories at user level.

These fields can be used later for extra features like task scheduling or
security restrictions.

It also provides some facilities on project management:

* Limit selection of assigned users according selected employee category at
  task level.
* Limit selection of employee categories at task level depending on the
  selected categories at project level. All are shown if no categories at
  project level.

**Table of contents**

.. contents::
   :local:

Configuration
=============

For setting employee categories at project level:

1. Go to *Project > Dashboard*.
2. Click on the 3 vertical dots for unfolding options and select "Settings".
3. Put the wanted employee categories on the field "Employee Categories".

For setting employee categories:

1. Go to *Project > Search > Tasks*.
2. Select or create a new task.
3. Put the wanted employee category on the field "Employee category".
4. If there's already some employee categories selected at project level, those
   will be the only selectable ones in the task.

Usage
=====

1. Go to *Project > Search > Tasks*.
2. If there's an employee category selected in the task, you will only be able
   to select those users whose employee belongs to that category.

Known issues / Roadmap
======================

* Limit project and task visibility according employee categories through
  overriding security methods (as through record rules is not possible without
  modifying existing ones).

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