The Odoo Planning Module enables teams to efficiently organize, allocate, and monitor resources across projects, shifts, or departments. This module provides a visual and interactive interface for managing employee schedules, forecasting workload, and ensuring optimal resource utilization in real time.

Participants in this course will learn how to:

  • Configure the Planning module to align with organizational structures and working hours.

  • Create, assign, and manage shifts or project tasks using drag-and-drop scheduling tools.

  • Integrate Planning with related Odoo apps such as Projects, HR, and Timesheets for seamless collaboration.

  • Use forecasting and reporting features to analyze productivity, identify capacity gaps, and improve decision-making.

  • Manage recurring plans, publish schedules to employees, and handle shift swaps or updates efficiently.



Use the link to view the video

1028_Odoo Planning Recordings.mp4