Planning
Planning is an important feature. Earlier, it was part of the Project App. This
was converted into an independent app in Odoo 14 to make planning easier and more
user-friendly. Odoo planning helps a business to manage all tasks easily and quickly.
To make use of Odoo Planning, install the app from Odoo Apps.
Click on the app to enter the app.
Schedule
This feature helps a user create a schedule for oneself or for other employees.
This app helps to create a schedule for a month, a week, a day or for a year.
Create A schedule
This can be done by clicking on the day for which you want to create a schedule.
On clicking on the date, you will get a new window as given below.
Here, the user can add the Role, Project, task, repeat status, date, allocated time
and allocated work hours. After completing the process, just click the Save button
to mark the changes.
Odoo Planning also gives a filter option also for scheduling. This feature can help
the user to filter the schedules based on Open shifts, Open Shift for my Roles,
My Shifts, My Team, Future, Past etc.
This feature will help a user to pick up extra shift or plan shifts in an efficient
way.
Open Shifts Management
Open Shift is a feature that helps a user to just plan or start a shift keeping
it open to others. In such cases, if the creator is not able to finish the work
owing to shortage of resources or due to any other reason than someone else can
take up the work and complete the job.
Once an employee creates an open shift another employee can just take up the work
by clicking on the schedule and making necessary changes.
My Planning
An employee can view his plans and schedule under the My Planning tab. For this
go to Planning> My Planning.
Here, you will get a representation of you already created shift schedules. this
can be viewed separately for a day, a week, a month, or for a year.
This schedule can also be sent to other employees using the Send Schedule Tab.
Roles Configuration
Odoo Planning helps a business to plan roles for its employees. This can be done
based on the different roles in the company. To configure roles, a user will have
to go to Planning> Configuration> Roles
Here, the user can find different role names and the employees working in those
particular roles.
A user can create Roles by clicking the CREATE button.
A new line will be added to the existing list. The role and the name of the employees
can be added here.
Notion of Roles
This feature of the planning module helps to manage different roles. IF we are considering
the example of a restaurant, there could be a waitress, chef or bar tender. An employee
or manager can set roles while scheduling.
Report
Odoo offers a Report feature in all modules. In the Planning module, Report helps
to analyses planning.
Planning Analysis
To access this go to Planning> Reporting> Planning Analysis.
Here, you can find the names of all employees, their allocated work hours, for different
periods, Effective Hours, Number of working days and progress. These are called
the measures.
