Odoo Planning App Features - PowerPoint PPT Presentation

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Odoo Planning App Features

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Planning module in Odoo 13, its a part of enterprise edition. One of the new apps in Odoo 13 will make your scheduling and planning of employees easily. – PowerPoint PPT presentation

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Title: Odoo Planning App Features


1
O D O O P L A N N I N G A P P F E A T U R E S
2
Features
  • Personal Planning
  • Avoid conflicts
  • Open shifts
  • Send schedule
  • Leave Management
  • Schedule Portal
  • Roles
  • Unassign
  • Shift Templates
  • Open Shifts Available
  • Schedule
  • Tasks Analysis
  • Recurrence
  • Graphs
  • Schedule
  • Pivot Table Analysis
  • Copy previous shift

3
  • Personal Planning
  • We can see the employees shifts in the calendar
    view. And
  • we can make change the it from the view itself.
  • Drag And Drop
  • Drag and drop option make more easier to
    assign/change
  • tasks for employee./
  • Day, week, month view
  • We can see the employee shift according to day,
    week, and month in various views.

4
  • Roles
  • By creating shift roles we can easily understand
    the different shift. For more convenient we can
    provide color to the role.
  • Shift Templates
  • We can create the shift as template so we can use
    it
  • whenever we need.
  • Schedule
  • We can organize the shift according to the role,
    employee and project ,and we can easily
    understand the already planned shifts and the
    left to plan.

5
  • Recurrence
  • We can repeat the shifts whenever we need.
  • Copy previous shift
  • We can copy the previous/already exist shift for
    employees
  • and we can make changes in it if needed.
  • Avoid conflicts
  • Provide validation for avoid conflict, if
    multiple shifts are scheduled at the same time
    for an employee.

6
  • Send schedule
  • We can send the programed
  • respective employee.

schedule/shift to the
  • Schedule Portal
  • Employee can manage and view their shifts from
    their own portal.
  • Unassign
  • The employee can unassign the scheduled shifts
    from their portal.

7
  • Open Shifts Available
  • Employee can assign themselves for openshift if
    needed from their portal.
  • Tasks Analysis
  • We can analyze the reports by different filters,
    group, and time ranges..
  • Graphs
  • Provide different graphical representation of
    reports like bar,line, pie etc.
  • Pivot Table Analysis
  • Provide a way to export the data into xls format
    for creating
  • more advanced pivot tables in different softwares.

8
For More Details
Check our company website for Odoo related blogs
and Odoo book. www.cybrosys.com
Check our YouTube channel for functional and
technical videos in Odoo. Cybrosys Technologies
9
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10
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