Odoo 18 Planning Module

The Planning module in Odoo v18 helps in scheduling employees' work shifts, a crucial foundational aspect of any organization. After installing the Planning application, users can easily create shifts by accessing the module. Upon doing so, they are redirected to the Schedule Dashboard, which displays the schedules on a daily, weekly, or monthly basis.

 

Scheduling

The scheduling menu allows you to schedule activities based on resources, roles, projects, and sales orders. You can view the timetable by resource and choose between daily, weekly, monthly, or yearly views based on your needs.

 

You can easily view the total hours worked by an employee for the selected day, week, month, or year next to their name. If an employee is scheduled for overlapping shifts, a small red label will indicate the conflict.

 

Click the "new" button to create a new activity. A pop-up window will appear to add all the necessary details. You can complete the required actions by clicking the "Publish & Send" button and the "Save" button to save the shift, respectively.

Ss18

You can find default filters such as Open Shifts, My Shifts, My Team, My Department, My Role, My Project, My Sales Orders, Conflicting Shifts, and Time Off for Employees. Additionally, you can also access filters for Material, Billable, Non-Billable, Draft, and Published.

Under the Group By option, you'll find filters for Department, Manager, Resource, Role, Sales Order, Sales Order Item, Project, Company, Start Date, and End Date.

 

My Planning

The planning menu allows you to quickly view your entire schedule. In this window, schedules are organized by day and time. You can view published shifts and the structured layout makes it easy for employees to identify overlapping shifts.

 

Reporting

The actions scheduled using the Planning module can be seen using the Planning Analysis.

 

Roles

Assigning specific roles to employees enables a clear understanding of their duties and allows efficient task allocation based on each role.

 

Materials

The materials option under configuration can be used to configure the materials needed or utilized during a scheduled activity.

 

 

Shift Templates

You can use shift templates to automatically include pre-configured details when creating new schedules, reducing manual entry. To create a new shift template, click the New button.