Rosters ignore leave
Shifts are assigned to people who have approved time off because the schedule and the leave calendar live in different places.
Odoo ERP · Planning
Odoo planning implementation for rosters and resource allocation
We configure Odoo Planning so managers build schedules from templates, employees receive their shifts without a group chat, and project leads see who is actually free next week.
What is Odoo Planning?
Odoo planning implementation is the configuration of Odoo's Planning app, an Enterprise app for scheduling employees and other resources into shifts or project allocations. It covers roles, shift templates, working schedules, open shifts, publishing rules and links to Time Off, Project and Sales, so schedules reflect real availability and planned hours can be compared with actual hours.
Schedules built in spreadsheets look fine until someone is on leave, a shift is double-booked, or a sold project has no one assigned to it. Managers spend hours each week rebuilding rosters and sending screenshots, and nobody can say how much capacity is left. Odoo Planning keeps schedules beside employee, leave and project data, but it only helps once roles, templates and publishing habits are set up for your kind of work.
Why spreadsheet rosters keep failing
Last-minute gaps
When someone cancels, managers phone around to fill the shift instead of offering it to qualified staff who are available.
Sold work without people
Projects are confirmed with budgeted hours, but nobody checks whether the required roles have capacity in the delivery window.
Schedule changes are lost
Updates sent by message get missed, and staff turn up for the old shift because there is no single published version.
Our Odoo Planning service
Roles and skills structure
Planning roles such as cashier, nurse, developer or site supervisor assigned to employees, so shifts and allocations are offered only to people who can do the work.
Shift templates and recurrence
Standard shifts with start and end times, breaks and roles, plus recurring patterns so a weekly roster is generated rather than rebuilt by hand.
Availability rules
Working schedules and Time Off connected to Planning so conflicts with approved leave or contracted hours are flagged before the schedule is published.
Publishing and self-service
Schedules published to employees by email and portal, with open shifts that qualified staff can claim and, where you allow it, shift switching between colleagues.
Project and sales allocation
Planned hours created from sold services or project needs, so resource managers assign people to projects and see remaining capacity by role.
Planned versus actual
Reports comparing planned hours with timesheets or attendance, showing where projects or departments consistently over- or under-plan.
Included capabilities
- Gantt-based schedule by employee, role or project
- Shift templates with breaks
- Recurring shifts
- Open shifts for self-assignment
- Shift switching requests
- Conflict alerts for leave and overlaps
- Publish and email schedules
- Planning from sales orders and projects
- Material and non-human resources
- Planned versus timesheet hours analysis
What Odoo Planning changes for your business
Fewer scheduling conflicts
Leave and overlapping shifts are flagged while the schedule is built, not discovered on the day.
Faster weekly rosters
Templates and recurrence turn rebuilding a schedule into adjusting one.
One published version
Employees see the current schedule in one place, with notifications when it changes.
Capacity before commitment
Sales and project leads can check role availability before promising delivery dates.
Where it makes the biggest difference
Retail and restaurant rosters
Weekly shifts by role and branch, generated from templates, with open shifts filled by available staff when someone calls in sick.
Clinics and care services
Staff scheduled by qualification across day and night patterns, with approved leave blocking assignments automatically.
Consulting and agencies
Consultants allocated to sold projects by role, so resource managers see which weeks are overbooked before accepting new work.
Equipment and room booking
Vehicles, machines or rooms planned as resources beside the people who use them, reducing double bookings.
From your current roster to published schedules
A parallel week with one team proves the setup before everyone moves over.
Choose the planning model
Shift-based rosters, project allocation or both, decided per department because each uses Planning differently.
Define roles and schedules
Roles, employee working schedules and contracted hours set up so availability calculations are accurate.
Build templates
Shift templates and recurring patterns created from your current rosters, including weekend and night variations.
Connect leave and projects
Time Off, Project and Sales links configured so leave blocks scheduling and sold hours appear as planning needs.
Run a parallel week
One team's schedule built in Odoo alongside the old method so managers can compare and adjust before switching.
Publish and train
Managers trained on building and publishing; staff shown how to view shifts, claim open ones and request switches.
What it connects to
Odoo Planning
- Odoo Employees and Time Off
- Odoo Project
- Odoo Sales
- Odoo Timesheets
- Odoo Attendances
- Odoo Field Service
- Email and mobile notifications
Built with
Security, quality and scale
Manager and employee rights
Only planning managers create and publish shifts; employees see their own schedule and open shifts.
Unpublished drafts
Draft schedules stay internal until a manager publishes them, avoiding confusion over provisional plans.
Branch separation
Multi-company and department filters keep each location's schedule managed by its own team.
Logged changes
Shift changes and switches are recorded so disputes about who was scheduled can be resolved.
What working with us looks like
Two planning models, one design
We handle both shift rosters and project allocation and design them so they can coexist in the same database.
Leave and contracts first
We set up working schedules and Time Off properly before Planning, because conflict detection depends on them.
Clear edition guidance
Planning is an Enterprise app; we tell you early so licensing is part of the decision, not a surprise.
Extensions for local rules
Rules such as maximum consecutive shifts or rest periods can be added as custom checks where your labor policies require them.
What it costs
Fixed-price packages with the scope written down, paid stage by stage. Your project goes live once it's fully paid.
Related services, technologies and industries
Sources and further reading
Official documentation and guidance if you want to read more about this topic.
Odoo Planning: questions we hear most
Is Odoo Planning available in Odoo Community?
No, Planning is an Odoo Enterprise app. Community users typically schedule with calendar events or a custom module, which lacks templates, open shifts and conflict detection.
Can employees pick up open shifts in Odoo Planning?
Yes. Managers can publish unassigned shifts, and employees with the matching role can claim them from the email or portal link, subject to the rules you configure.
Does Odoo Planning take time off into account?
Yes, approved leave from Time Off and the employee's working schedule are used to flag conflicts, so managers see when a shift overlaps with unavailability.
What is the difference between Odoo Planning and Odoo Project?
Project organizes the work itself into tasks and milestones, while Planning schedules people's time into shifts or allocations. They work together: Planning can allocate hours to projects, and Timesheets records what was actually spent.
Can Odoo Planning schedule equipment as well as people?
Yes, Planning supports material resources alongside employees, so vehicles, machines or rooms can be scheduled on the same Gantt view.
Next step
Send us a current roster
Share last week's schedule and how you build it. We'll show you how it would look as templates and published shifts in Odoo Planning.