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Hjælp

Assign personel and time to project

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Christian Ulman

Hi,

I'm am evaluating Odoo for our project management and have some questions on how to manage assignment to projects. We are a company with 26 emploees and run about 60 project at a time. One of our main challenges is to manages assignments for our staff and I wonder how to do that in odoo?

As you probably understand it is quit common that we need to replan our projects and with that our resource planning, so it needs to be fairly easy to replan and I also need an easy way to understand the workload situation for the next three month.

I havn't been able to find out how to do that. Hope someone could point me in the right direction.

Thanks in advance.

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Cybrosys Techno Solutions Pvt.Ltd
Bedste svar

Odoo can be a powerful solution for project management, especially with resource planning. Here's a concise guide to help you manage assignments and understand workload in Odoo:


Project Module:

Utilize the Project module in Odoo to create and manage your projects. Each project can have its own tasks, milestones, and deadlines.


Resource Planning:

Assign employees to specific tasks within each project. Odoo allows you to allocate resources and set deadlines for tasks.


Gantt View:

Utilize the Gantt view in the Project module to get a visual representation of project timelines, dependencies, and workload. This can help you easily replan projects.


Resource View:

Check the Resource view in the Project module to understand the workload of your employees. This view provides a calendar-style overview of their assignments.


Replanning Projects:

If you need to replan projects, use the drag-and-drop functionality in the Gantt view. This makes it easy to adjust timelines and tasks.

Workload Analysis:


For a comprehensive view of your team's workload, consider using the Reporting module in Odoo. You can create custom reports to analyze workload over the next three months.

Customization with Odoo Studio:


If you require specific customizations for your workflow, consider Odoo Studio. It allows you to tailor modules according to your company's unique needs.


For more information please refer to these links


https://www.cybrosys.com/odoo/industries/project-management/


https://www.odoo.com/documentation/17.0/applications/services/project/project_management.html

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