Capacity Planning

by
Odoo

491.25

v 15.0 Third Party 1
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Project (project)
Timesheets (timesheet_grid)
Discuss (mail)
Invoicing (account)
Employees (hr)
Lines of code 3176
Technical Name tcrm_capacity_planning
LicenseSee License tab
Versions 13.0 15.0 17.0 16.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Project (project)
Timesheets (timesheet_grid)
Discuss (mail)
Invoicing (account)
Employees (hr)
Lines of code 3176
Technical Name tcrm_capacity_planning
LicenseSee License tab
Versions 13.0 15.0 17.0 16.0 14.0

Odoo Capacity Planner for Projects

As an alternative to Odoo Planner, we are offering a new concept for Capacity Planning within Odoo.

  • For Project-based Manufacturers
  • For Professional and IT Services
  • For Construction-based companies

Put simply, our Capacity Planner allows for:

Daily, Weekly, Bi-Weekly, or Monthly planning schedules

Setup your plans how you like - some work areas may need weekly planning, other work areas may work best with a monthly plan. With Odoo Capacity Planner, you decide "how often" you would like to schedule a specific work area:


Kanban Planning Cards to track assignments and capacity

At-A-Glance view of Weekly Work-areas, Assigned hours, Number of tasks within the period, Assignee list, Remaining Hours, and more. In addition, "colors" define availability (RED if the card is over-booked, YELLOW if there is less than 1 hour available), as well as Tags can be generated (with your own custom color) to highlight work areas as progress moves forward:



Task View identifies Planning Status

Within the Tasks module, you can readily see the Plan Status of the task. Based on the Task's Initially Planned Hours, and subtracting the Number Of Planned Hours, you can visually see which tasks are well-planned, and which are still in need of planning:


In addition, you can see the Planning schedule directly from the Task on the new Planning Tab:


Finally, for any Task that has remaining hours to Plan, our "Add From Available" wizard allows you to quickly identify Tasks that require work in the coming weeks, and assign them to the various Work Plan cards:


Plan Analysis Views to review availability

Leveraging the Plan Assignments views, you can review workers and weeks, to identify capacity and availability for more tasks:


Printouts To Distribute To Your Team

Finally, PDF Reports can be generated and disseminated to team leaders - either By Work Areas, or By Assignee:


Odoo Proprietary License v1.0

This software and associated files (the “Software”) may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.

The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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