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RecurringBudgetBundle -> Update for Kimai 2 #494
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030715f
refactor: update PCSG RecurringBudgetBundle
peat85 499f79b
refactor: RecurringBudgetBundle -> update shop link
peat85 dfaea1b
docs: update RecurringBudgetBundle description
peat85 e52e509
docs: update RecurringBudgetBundle description
peat85 5eb290a
docs: removed installation instructions from RecurringBudgetBundle
peat85 1d85551
Update _includes/store/pcsg-recurring-budget-bundle.md
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versions: | ||
- [ "1.0", "1.16.9" ] | ||
- [ "2.0", "2.20.0" ] |
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Set up your projects to receive a fixed amount of budget on a regular basis (e.g. 05:00 hours every month). | ||
Ideal for contracts with a regular budget bonus (e.g. maintenance agreements, SLAs etc.). | ||
A Kimai plugin that automatically adds a recurring money or time budget to your projects with a custom interval. Set | ||
up your projects to receive a fixed amount of budget on a regular basis (e.g. 05:00 hours every month). Ideal for | ||
contracts with a regular budget bonus (e.g. maintenance agreements, SLAs etc.). | ||
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# Now ready for Kimai 2! | ||
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## Features | ||
* Automatic budget credits on a per-project basis (time or money) | ||
* Custom budget interval (every month, every 90 days or whatever you desire) | ||
* Detailed budget history view for all projects and budget intervals in the Kimai backend | ||
* Current budget view for all projects in the Kimai backend | ||
* Export budget summaries for specific time periods with all budget details for your documents or your customers | ||
* Send budget summary emails to project team leads each budget interval | ||
* Available translations: English, German | ||
* **NEW for Kimai 2** | ||
* Automatic budget expiration: You can now configure your projects to expire unused budget after a set amount of intervals | ||
* Recalculate budget intervals via frontend: The budgets history view now offers the option to recalculate a budget interval directly | ||
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## Requirements | ||
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* Kimai v1.16 or higher | ||
* The ability to execute cronjobs on your server; this is required for executing the command that calculates | ||
* Kimai, **v2.20.0** or higher | ||
* The ability to execute cronjobs on your server; this is required for executing the Kimai command that calculates | ||
project budgets on a regular basis | ||
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## Installation | ||
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1. Unzip the plugin files to the `var/plugins/` directory in your Kimai root directory. | ||
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Example: | ||
```bash | ||
unzip RecurringBudgetBundle-x.x.zip -d [kimai_root_dir]/var/plugins/ | ||
``` | ||
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This should create the folder `RecurringBudgetBundle` in the aforementioned directory. | ||
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2. Clear the Kimai cache | ||
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```bash | ||
bin/console kimai:reload --env=prod | ||
``` | ||
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3. Execute the package install command | ||
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```bash | ||
bin/console kimai:bundle:recurringbudget:install | ||
``` | ||
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This sets up the database. | ||
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The plugin is now ready to use! | ||
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## Usage | ||
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### Setup projects for recurring budget | ||
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This plugin provides two new overview tables in the Kimai main menu. | ||
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**Project budgets** | ||
1. Project budgets | ||
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Lists all projects with their **currently available (time or money) budgets and total budgets**. It also shows the budget | ||
credited for each budget interval. | ||
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This view is ideal for companies with multiple projects and project leads. It easily shows where the budget is positive | ||
and additional work may need to be done. | ||
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**Project budgets history** | ||
2. Project budgets history | ||
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Lists all **completed budget intervals** and shows statistics for each of them. Here you can track the history of budget | ||
credits, how much of a project budget was used and how much was remaining for each interval. | ||
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This plugin extends the Kimai export functionality with two views. | ||
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In the `Export` menu you have the new "Customer budget" dropdown. Here you have two options: | ||
In the "Export" menu you have the new "Customer budget" dropdown. Here you have two options: | ||
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1. PDF - Complete | ||
2. PDF - Without rates | ||
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## Support | ||
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If you require support for the usage or setup of this plugin or find any bugs please contact [[email protected]](mailto:[email protected]). | ||
If you require support for the usage or setup of this plugin or find any bugs please contact [[email protected]](mailto:[email protected])! |
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Do you have an affiliate program?
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Not at the moment.