Account Budget Management - HR Timesheet
| Lines of Code | 123 |
| Technical name | to_account_budget_hr_timesheet |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_account_budget_hr_timesheet |
| Read description for | v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Project (project) Invoicing (account) Discuss (mail) Employees (hr) |
| Included Dependencies | Budget Management Project Customization |
Demo video: Account Budget Management - HR Timesheet
What it does
Problem
- By default in the module Account Budget Management (to_account_budget), only analytic lines that link with journal items are included in budget's actual amount calculation when we apply for Budgetary Positions.
- In case we have HR Timesheet installed, the analytic lines created by timesheets may have no link to a journal item. Hence, the actual amount calculation will not consider these HR costs.
- Leading to inaccurate cost recording, affecting the decision-making of managers.
This module will help you
- Automatically update the actual timesheet cost of a project on Budget.
- Record other costs incurred by the project such as transportation costs when going on a business trip.
Key Features
Added Timesheet Included option in Budgetary Positions, allowing users to measure actual budgets based on employee attendance costs.
Editions Supported
Community Edition
Installation
- Navigate to Apps.
- Search with keyword to_account_budget_hr_timesheet.
- Press Install.
Note: After installing the to_account_budget module, the system will automatically install the following applications:
To see the accounting entries on the software, you need to install the Accounting and Finance application.
Instruction
Instruction video: Account Budget Management - HR Timesheet
Use cases
Example: Your business sells Business Administration software implementation services. You need to keep track of the budget for each project.
Specifically, you have an SO0001 project budget.
- Expected revenue: 500,000,000 VND.
- Estimated cost: 250,000,000 VND. In Which, the human resource cost is calculated according to the actual timesheet cost on each task of the project.
- Budget cycle: from November 1st, 2022 to November 30th, 2022.
- Issue the first invoice to the customer of 100,000,000 VND on November 1st, 2022.
Implement in the software
Step 1: Create a project, configure stages and create tasks.
Note: When creating a project, the system automatically creates an analytic account corresponding to the name of the project. Checking the Timesheets feature on the project's general settings will activate the timesheet for the project. To view the project's general settings, go to the Projects application, search for the SO0001 project, click on the ellipsis, and select Edit.
Step 2: Create Budgetary Positions. According to the above example, you will need to create two budgetary positions including project revenue and project cost.
Note: on the project cost budgetary position, you check Timesheets Only so that the system automatically updates the project's timesheet cost data on the Practical Amount column on the Budget.
Step 3: Create a budget and approve it.
Step 4: Record revenue for the project by going to Accounting > Customers > Invoices and perform Issuing Customer Invoices.
Step 5: Record the costs related to the timesheet in the project.
Firstly, you need to set up the cost per timesheet hour on each employee profile. Go to Employees > Employees, select an employee profile, and click Edit. On the employee profile, go to the HR Settings tab, enter Timesheet cost and click Save.
Then, you record the timesheet for each task of the project. Go to Project > SO0001, select a task, then press the Log Timesheet button on the task when you start to do it, and press Stop Timesheet Log when done.
Step 6: Record some other costs of the project (if any). For example, transportation costs when traveling for business.
Step 7: Check the budget implementation.
Go to the Budget app and select a budget. Specifically, you need to select the SO0001 project budget in this example. You can view the Journal Items that have built the result in the Practical Amount column.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
Thông báo bản quyền và chấp thuận nêu trên buộc phải được bao gồm trong tất cả các bản sao hoặc các phần quan trọng của Phần mềm.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.