Odoo Planning: Resource Allocation & Workforce Scheduling

Planning Module Overview

Odoo Planning (Enterprise) provides visual employee scheduling: who works where, when, and on what project. It replaces spreadsheets and wall charts with drag-and-drop scheduling that integrates with HR, Projects, and Timesheets.

Key Features

Shift Scheduling

# Visual scheduling by employee × time:
# Gantt view: employees as rows, time as columns
# Drag to create shifts:

# Monday:
# Alice — Project Alpha (9:00-17:00)
# Bob — Customer Support (9:00-13:00)
# Bob — Project Beta (14:00-17:00)
# Carol — Manufacturing Floor (6:00-14:00)

# Color-coded by: project, role, department, or status
# Drag to reschedule, resize to change duration

Shift Templates

# Repeating schedules:
# Template: "Week A — Manufacturing"
#   Monday-Friday: 3 operators on floor
#   Saturday: 1 operator (half day)

# Template: "Sprint Week — Engineering"
#   Mon-Wed: development
#   Thu: code review
#   Fri: testing + deployment

# Apply template to any week with one click
# Saves hours of manual scheduling

Resource Allocation

• Allocate employees to projects by percentage or hours
• See who is overbooked (red) or underutilized (green)
• Skill-based allocation (match skills to project needs)
• Cross-project visibility (avoid double-booking)
• Leave integration (unavailable days auto-blocked)

Capacity Planning

# Available capacity per week:
# Alice: 40h available, 35h allocated → 5h free
# Bob: 40h available, 48h allocated → 8h overbooked!
# Carol: 40h available, 20h allocated → 20h free

# Dashboard shows:
# Team utilization: 85% (target: 75-85%)
# Overbooking count: 1 employee
# Available capacity: 25h/week

Integration

Employee Self-Service

• Employees view their schedule via portal
• Request shift changes or swaps
• See upcoming shifts and project assignments
• Notification for schedule changes

Reporting

• Utilization rate per employee, team, department
• Planned vs actual hours (with timesheet comparison)
• Overtime analysis
• Capacity forecast by week/month
• Project resource allocation breakdown

DeployMonkey + Planning

Deploy Odoo Planning on DeployMonkey. The AI agent helps set up shift templates, resource allocation, and capacity planning dashboards. Optimize your workforce scheduling.