Services

• Project
  • Project management
    • Configuration
      • Visibility and collaboration
      • Inviting external users
    • Scheduling activities
    • Top bar
      • Custom top bar buttons
        • Project dashboard
          • Using the project dashboard
            • Totals smart buttons
            • Milestones
            • Profitability
            • Budgets
          • Project updates
        • Project profitability
          • Revenues
          • Costs
  • Task management
    • Task stages and statuses
      • Task stages
        • Creating task stages
        • Editing task stages
      • Task statuses
    • Task creation
      • Manual task creation
        • Task configuration
      • Creating tasks from an email alias
      • Creating tasks from a website form
    • Recurring tasks
      • Configuration
        • Set up task recurrence
        • Edit or stop task recurrence
    • Sub-tasks
      • Creating sub-tasks
    • Task dependencies
      • Set task dependencies
      • Remove dependencies
• Timesheets
  • Timesheet billing rates and leaderboard
    • Billing rate indicators
      • Configuration
      • Using the billing rate indicators
    • Billing rate leaderboard
      • Configuration
      • Using the billing rate leaderboard
    • Leaderboard tips
  • Create Timesheets upon Time Off Validation
• Planning
  • Configuration
    • Roles
      • Property fields and roles
    • Employees
      • Working hours
      • Planning roles
    • Materials
    • Shift templates
  • Planning shifts
    • Create a shift
    • Open shifts and auto planning
    • Switching shifts and unassignment
      • Switching shifts
      • Unassignment
• Field Service
  • Creating field service tasks
    • Manual task creation
    • Task creation from a sales order
    • Task creation from a helpdesk ticket
  • Product management
    • Product catalog
    • User default warehouse
    • Configuration
      • For your profile
      • For all users
    • Use in field service tasks
  • Planning an itinerary
    • Displaying your itinerary on a map
  • Worksheets
    • Configuration
      • Create a worksheet template
    • Add a worksheet template to a field service task
    • Use worksheets on site
• Helpdesk
  • Create a Helpdesk team
    • Visibility & Assignment
      • Determine team visibility
      • Follow all team’s tickets
      • Automatically assign new tickets
  • Merge tickets
  • Convert tickets to opportunities
    • Overview
      • Stages
        • Create or modify stages
        • Add email and SMS templates to stages
        • Fold a stage
          • Temporarily fold a stage
        • Assign stages to a team
      • Receiving tickets
        • Enable channel options to submit tickets
          • Email Alias
          • Live Chat
            • Live Chat channel configuration
              • Operators tab
              • Options tab
              • Channel Rules tab
              • Widget tab
            • Create a support ticket from a live chat session
          • Website Form
            • Website ticket form customization
        • Prioritizing tickets
      • Help Center
        • Configuration
        • Knowledge
          • Enable Knowledge on a Helpdesk team
          • Search articles from a Helpdesk ticket
            • Share an article to the Help Center
          • Solve tickets with a clipboard box
            • Add clipboard boxes to articles
            • Use clipboard boxes in tickets
        • Community Forum
          • Enable forums on a Helpdesk team
          • Create a forum post from a Helpdesk ticket
          • Create a Helpdesk ticket from a forum post
        • eLearning
          • Enable eLearning courses on a Helpdesk team
          • Create an eLearning course
            • Add content to an eLearning course
          • Publish an eLearning course
            • Publish eLearning course contents from the back-end
      • Service level agreements (SLA)
        • Create a new SLA policy
          • Define the criteria for an SLA policy
          • Establish a target for an SLA policy
        • Meet SLA deadlines
        • Analyze SLA performance
          • Pivot view
          • Graph view
          • Cohort view
      • Reporting
        • Available reports
          • Tickets Analysis
          • SLA Status Analysis
          • Customer Ratings
        • Use cases
          • Assessing performance based on customer priority
          • Monitoring SLA compliance over time
      • Customer ratings
        • Enable customer ratings on Helpdesk teams
        • Set a ratings request email template on a stage
    • Advanced
      • After-Sales services
        • Set up after-sales services
        • Issue refund with credit note
        • Generate coupons from a ticket
        • Return products
        • Send products for repair from a ticket
        • Create field service task from a ticket
      • Close tickets
        • Manually close solved tickets
        • Automatically close inactive tickets
        • Allow customers to close their own tickets
      • Track and bill time
        • Configure track and bill time features
          • Enable track and bill time on a helpdesk team
            • Configure service products
        • Invoice prepaid support services
          • Create a sales order with prepaid product
          • Create and send an invoice for prepaid services
          • Create helpdesk ticket for prepaid services
          • Track hours on helpdesk ticket
        • Invoice post-paid support services
          • Create a sales order with a time-tracked product
          • Create a helpdesk ticket for time-tracked services
          • Track support hours on a ticket
          • Create an invoice for hours tracked on a ticket
• Atlas Construction Management
  • Quick Start
    • For Project Managers
    • For System Administrators
  • Module Components
    • Core Functionality
      • Module Overview
        • Purpose
        • Target Users
          • Small Residential Builders
          • Medium Commercial Contractors
          • Large General Contractors
        • Key Concepts
          • Projects vs. Jobs
          • Phases and Categories
          • Budget vs. Actual vs. Committed
        • Architecture
          • Data Model
            • Core Models
            • Supporting Models
          • Integration Points
            • Purchase Orders
            • Sales Orders
            • Vendor Bills
            • Timesheets
        • Module Dependencies
          • Required Modules
          • Optional Modules
        • Workflow Overview
          • Typical Project Lifecycle
        • User Roles
          • Job Cost User
          • Job Cost Manager
          • Job Cost Admin
          • Additional Groups
        • Benefits
          • For Project Managers
          • For Field Teams
          • For Accounting
          • For Executives
        • Next Steps
      • Installation
        • Requirements
          • System Requirements
          • Odoo Module Dependencies
          • Python Dependencies
        • Installation Steps
          • Step 1: Add Module to Addons Path
          • Step 2: Update Apps List
          • Step 3: Install the Module
          • Step 4: Verify Installation
        • Initial Configuration
          • 1. Security Groups
          • 2. Configure Phases
          • 3. Configure Cost Categories
          • 4. Create Budget Templates (Optional)
          • 5. Configure Settings (Optional)
        • Upgrading
          • From Previous Version
          • Migration Notes
        • Uninstalling
        • Troubleshooting Installation
          • Module Not Appearing in Apps
          • Dependency Installation Fails
          • Database Error During Installation
        • Post-Installation Checks
          • Verify Functionality
          • Check Security
          • Check Integrations
        • Getting Help
        • Next Steps
      • Security & Permissions
        • Overview
        • Security Groups
          • Job Costing Security Groups
            • atlas_construction.group_job_cost_user
            • atlas_construction.group_job_cost_manager
            • atlas_construction.group_job_cost_admin
          • Scheduling Security Groups
            • atlas_construction.group_scheduling_user
            • atlas_construction.group_scheduling_manager
          • Progress Billing Security Groups
            • atlas_construction.group_billing_user
            • atlas_construction.group_billing_manager
          • Change Order Security Groups
            • atlas_construction.group_change_order_user
            • atlas_construction.group_change_order_manager
          • Daily Log Security Groups
            • atlas_construction.group_daily_log_user
            • atlas_construction.group_daily_log_manager
          • Customer Selections Security Groups
            • atlas_construction.group_selections_user
            • atlas_construction.group_selections_manager
        • Permission Matrix
          • Job Cost Lines (atlas.job.cost.line)
          • Change Orders (atlas.change.order)
          • Billing Milestones (atlas.billing.milestone)
          • Daily Logs (atlas.daily.log)
        • Assigning Security Groups
          • Via User Form
          • Via XML (Technical)
        • Record Rules
          • Job Cost Line Rules
          • Change Order Rules
        • Portal Access
          • Portal Security Groups
        • Common Permission Issues
          • Issue: Cannot Edit Budget Lines
          • Issue: Cannot Approve Change Orders
          • Issue: Cannot Create Invoices from Milestones
          • Issue: Can Only See Some Projects
        • Best Practices
          • Principle of Least Privilege
          • Role Assignment Guidelines
          • Security Audit
        • Multi-Company Configuration
        • Technical Reference
          • Security Files
          • Group External IDs
        • Next Steps
    • Workflows & Processes
      • Workflows Overview
        • Core Workflows
          • Project Setup
            • Creating a Construction Project
              • Step 1: Create New Project
              • Step 2: Configure Project Details
              • Step 3: Apply Budget Template
            • Next Steps
          • Job Costing Workflow
            • Overview
            • Key Concepts
              • Job Cost Matrix
              • Cost Components
            • Workflow Steps
              • Step 1: Create Project Budget
                • Option A: Auto-Apply Template on Project Creation
                • Option B: Manual Template Application
                • Option C: Manual Budget Entry
              • Step 2: Edit Budget Lines (Manager Permission Required)
                • Inline Editing
                • Drag to Reorder
                • Delete Lines
                • Bulk Edit in List View
              • Step 3: Link Purchase Orders
                • When Creating PO
                • From Existing PO
              • Step 4: Post Vendor Bills
              • Step 5: Monitor Variance
                • View Budget Status in Project Form
                • Use Budget Reports
                • Set Up Budget Alerts
              • Step 6: Adjust Budgets via Change Orders
            • Best Practices
              • Budget Structure
              • Cost Tracking
              • Budget Adjustments
              • Reporting
            • Common Issues
              • Issue: Cannot Edit Budget Lines
              • Issue: Committed Cost Not Updating
              • Issue: Actual Cost Not Matching Bills
              • Issue: Budget Totals Don’t Match Contract
              • Issue: Variance Showing Wrong
            • Advanced Topics
              • Timesheet Integration
              • Multi-Currency Projects
              • Cost Allocation Rules
              • Custom Cost Categories
              • API Integration
            • Next Steps
          • Change Orders
            • Overview
            • Change Order Workflow
            • Permissions
            • Next Steps
        • Workflow Diagrams
          • Project Lifecycle
          • Budget Management Flow
          • Change Order Flow
          • Daily Log Flow
        • Next Steps
      • Project Setup
        • Creating a Construction Project
          • Step 1: Create New Project
          • Step 2: Configure Project Details
          • Step 3: Apply Budget Template
        • Next Steps
      • Job Costing Workflow
        • Overview
        • Key Concepts
          • Job Cost Matrix
          • Cost Components
        • Workflow Steps
          • Step 1: Create Project Budget
            • Option A: Auto-Apply Template on Project Creation
            • Option B: Manual Template Application
            • Option C: Manual Budget Entry
          • Step 2: Edit Budget Lines (Manager Permission Required)
            • Inline Editing
            • Drag to Reorder
            • Delete Lines
            • Bulk Edit in List View
          • Step 3: Link Purchase Orders
            • When Creating PO
            • From Existing PO
          • Step 4: Post Vendor Bills
          • Step 5: Monitor Variance
            • View Budget Status in Project Form
            • Use Budget Reports
            • Set Up Budget Alerts
          • Step 6: Adjust Budgets via Change Orders
        • Best Practices
          • Budget Structure
          • Cost Tracking
          • Budget Adjustments
          • Reporting
        • Common Issues
          • Issue: Cannot Edit Budget Lines
          • Issue: Committed Cost Not Updating
          • Issue: Actual Cost Not Matching Bills
          • Issue: Budget Totals Don’t Match Contract
          • Issue: Variance Showing Wrong
        • Advanced Topics
          • Timesheet Integration
          • Multi-Currency Projects
          • Cost Allocation Rules
          • Custom Cost Categories
          • API Integration
        • Next Steps
      • Change Orders
        • Overview
        • Change Order Workflow
        • Permissions
        • Next Steps
    • Features
    • Configuration
    • User Guides
  • Support & Resources
    • Troubleshooting
      • Installation Issues
        • Module Not Appearing in Apps List
        • Dependency Installation Fails
      • Permissions & Security
        • Cannot Edit Budget Lines
        • Cannot Approve Change Orders
        • Cannot Create Invoices from Milestones
        • Can Only See Some Projects
      • Cost Tracking Issues
        • Committed Cost Not Updating
        • Actual Cost Not Matching Bills
        • Variance Calculations Wrong
      • Workflow Problems
        • Budget Template Not Applying
        • Change Orders Not Updating Budget
        • Daily Logs Not Saving
      • Performance Issues
        • Slow Project Form Loading
        • Reports Taking Too Long
      • Data Issues
        • Duplicate Budget Lines
        • Missing Phases or Categories
        • Data Migration Issues
      • Integration Problems
        • Purchase Orders Not Linking
        • Timesheet Integration Not Working
      • Browser / UI Issues
        • Buttons Not Working
        • Form Fields Not Saving
        • Mobile Access Issues
      • Getting More Help
        • Check Documentation
        • Enable Debug Mode
        • Check Server Logs
        • Contact Support
        • Community Resources
    • Getting Help
  • Module Information
  • Indices and Tables