What the Agent Configures
Resource Setup
- Employee roles (Developer, Designer, Consultant, Technician, Manager)
- Skill profiles per employee
- Availability schedules (working hours, part-time, contract periods)
- Cost rates per role for project budgeting
Shift Management
- Shift templates (morning, afternoon, night, split shifts)
- Shift rotation schedules
- Open shift publication for employee self-assignment
- Swap request workflows
- Overtime visibility and limits
Role-Based Assignment
| Assignment Method | Best For |
|---|---|
| Manual | Small teams, specialized tasks |
| Skill-based auto | Large teams, matching skills to requirements |
| Load-balanced | Even distribution across team members |
| Availability-first | Fill open slots with whoever is free |
Capacity Visualization
- Gantt chart view of resource allocation
- Utilization heatmaps by team and role
- Overallocation warnings
- Gap identification (unassigned slots)
- Forecast vs actual comparison
Templates
- Recurring schedule templates (weekly rotation, monthly pattern)
- Project staffing templates (standard team for each project type)
- Event staffing templates
Integration Points
- Project — Resource allocation for project tasks
- HR — Employee availability, leave integration
- Timesheets — Planned vs actual hours comparison
- Field Service — Technician scheduling
- Manufacturing — Shop floor staffing
Getting Started
Deploy Odoo with Planning on DeployMonkey. The Planning module is Enterprise-only. Define your workforce roles, availability patterns, and scheduling requirements — the AI agent creates the planning framework.