Odoo Planning & Scheduling: Complete Resource Management Guide
Odoo Planning provides visual shift scheduling and resource allocation tools that help managers assign employees to roles, projects, and tasks across days, weeks, and months. The module displays employee availability, leave schedules, and skill sets on a single planning board, making it easy to identify gaps and resolve conflicts before they affect operations. Employees receive shift assignments via email or the mobile app and can request schedule changes through a self-service interface. Demand forecasting based on historical data and upcoming sales or project pipelines helps managers plan staffing levels proactively rather than reactively.
Características clave
Todo lo incluido en el módulo Odoo Planning & Scheduling: Complete Resource Management Guide.
Visual Schedule Board
Plan shifts and assignments on an interactive Gantt-style board that shows all employees, their roles, and their availability in a single view with drag-and-drop editing.
Shift Templates
Create recurring shift patterns and templates that can be applied to weeks or months, reducing repetitive scheduling work for businesses with predictable staffing needs.
Employee Self-Service
Allow employees to view their schedules, request shift swaps, indicate availability, and mark unavailable periods through a mobile-friendly portal.
Skill-Based Assignment
Filter employees by skills, certifications, and roles when assigning shifts, ensuring qualified staff are scheduled for specialized tasks.
Conflict Detection
Automatically detect scheduling conflicts such as double-bookings, leave overlaps, and overtime violations, and alert managers before publishing the schedule.
Demand Forecasting
Forecast staffing needs based on historical patterns, upcoming sales orders, and project timelines to ensure adequate coverage during peak periods.
Open Shift Publishing
Post open shifts that qualified employees can claim on a first-come basis, reducing the scheduling burden for managers and empowering staff with flexibility.
Para quién es
Retail and hospitality managers scheduling hourly shift workers
Professional services firms allocating consultants and engineers to client projects
Manufacturing supervisors planning production crew shifts across work centers
Healthcare administrators managing nurse and technician rosters
Any business needing to balance employee workloads across multiple projects or locations
Cómo funciona
Managers open the planning board and see employee availability based on contracts, leave schedules, and existing assignments. They create shifts by dragging time blocks onto employee rows or use templates for recurring patterns. Employees are notified of their schedules and can request changes. The system detects conflicts and overtime violations automatically, and published schedules sync with timesheets and payroll.
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Precios
Odoo Planning is included in the Standard plan at $31.10 per user per month. Demand forecasting, open shift publishing, and advanced analytics are available on the Custom plan at $46.80 per user per month.
Preguntas frecuentes
Can employees view and manage their schedules on mobile?
Yes. Employees access their schedules through the Odoo mobile app or web portal, where they can view upcoming shifts, request changes, swap shifts with colleagues, and indicate their availability for open shifts.
How does Odoo Planning handle scheduling conflicts?
The system automatically detects when an employee is double-booked, scheduled during approved leave, or assigned hours exceeding their contract or overtime limits. Managers receive alerts before the schedule is published so they can resolve conflicts in advance.
Can I create recurring shift templates?
Yes. You create a shift template for a typical week and apply it across multiple weeks or months. Templates can be customized for different departments or locations and adjusted for holidays or seasonal changes before publishing.
Does Planning integrate with timesheets and payroll?
Planned shifts serve as the basis for expected hours, and actual timesheet entries are compared against the plan. The data flows into payroll for accurate hour and overtime calculations, ensuring employees are compensated correctly.
Can I schedule employees based on their skills?
When creating a shift assignment, you can filter available employees by skills, certifications, or job roles. This ensures specialized positions are filled by qualified staff and helps managers make informed scheduling decisions quickly.
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