Move 124 sale modules to oca-sale, create oca-project with 56 project modules from oca-workflow-process

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Ernad Husremovic 2025-08-30 18:04:10 +02:00
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For setting employee categories at project level:
#. Go to *Project > Projects*.
#. Click on the 3 vertical dots of one of the project kanban cards for
unfolding options and select "Settings".
#. Put the wanted employee categories on the field "Employee Categories".
For setting employee categories:
#. Go to *Project > All Tasks*.
#. Select or create a new task.
#. Put the wanted employee categories on the field "Employee categories".
#. If there's already some employee categories selected at project level, those
will be the only selectable ones in the task.

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* `Tecnativa <https://www.tecnativa.com>`_:
* Pedro M. Baeza
* Victor M.M. Torres
* Ernesto Tejeda
* Pilar Vargas
* `CorporateHub <https://corporatehub.eu/>`__
* Alexey Pelykh <alexey.pelykh@corphub.eu>
* Alfadil Tabar <alfadil.tabar@gmail.com>

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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.

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* 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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#. Go to *Project > Search > Tasks*.
#. 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.