計劃¶
**Odoo 規劃**讓您能夠規劃團隊的排程並管理班次與資源。
處理團隊的規劃有特定要求,這些要求可能會因您的業務需求而有很大差異。Odoo 規劃中引入了以下概念以滿足這些需求:
班次**會分派給**資源,資源可以是:ref:人力 <planning/employees>`(員工)或:ref:`物資 <planning/materials>`(例如設備)。資源會被指派:ref:`角色 <planning/roles>,這允許在團隊內組織工作。
完成初始配置後,可以手動:ref:規劃班次 <planning/shifts>,或使用:ref:`自動規劃 <planning/open-shifts>`功能自動化。
規劃與銷售應用程式之間的整合允許將已售出的服務連結到規劃中的角色和班次。此外,與:doc:`專案 <project>`的整合允許將班次(以及時間和資源)專用於特定專案。
其他資料
配置¶
角色¶
若要定義資源執行的角色(例如廚師、調酒師、服務員),請前往:menuselection:規劃 --> 配置 --> 角色,然後按一下:guilabel:新增,並填寫:guilabel:名稱`(例如助理、接待員、經理)。然後,選擇將執行此角色的:guilabel:`資源。資源可以是:ref:員工 <planning/employees>`或:ref:`物資 <planning/materials>。
屬性欄位與角色¶
**屬性欄位**讓您能夠在多個 Odoo 應用程式的表單中加入自訂欄位。規劃包含將連結到角色的屬性欄位加入班次的可能性。
若要建立屬性欄位,請從任何排程切換到清單檢視。從那裡,在您希望編輯的班次上按一下:guilabel:檢視。如果:guilabel:角色`欄位為空,請填入所需的角色,然後按一下齒輪圖示並選擇:guilabel:`加入屬性。根據您的需求:doc:`配置 </applications/essentials/property_fields>`新欄位。
屬性欄位連結到角色,並包含在此角色執行的所有班次的班次表單中。
Example
角色屬性欄位的一些使用案例包括:
認證:適用於需要特定許可證的角色(例如駕照)
地點:適用於在多個地點運營的公司(例如商店或餐廳)
語言:適用於多語言環境(例如諮詢公司)
員工¶
所有員工都可以納入規劃並分配班次。
要調整員工的規劃設定，請前往 ，然後選擇您想編輯設定的員工。接著前往 工作資訊 分頁。
小訣竅
您也可以從預設隨規劃一起安裝的**員工**應用程式執行相同操作。
員工的 工作資訊 分頁中有兩個部分會影響規劃：排程`（即 :guilabel:`工作時間 欄位）和 規劃。
工作時間¶
在計算 班次 的 分配時間 及其百分比時，會將 工作時間 納入考量。如果 工作時間 欄位保留空白，則該員工被視為彈性工時。
要為個別員工建立 工作時間`（例如兼職員工），請按一下 :guilabel:`搜尋更多…，然後按一下 新增。
備註
如果員工的合約設定為根據班次產生工作記項，則 工作時間 和規劃中的 分配時間 可能會影響**薪酬管理**。
其他資料
規劃角色¶
一旦員工擁有一個或多個 角色：
為此員工建立班次時，只會顯示此欄位中所選角色的班次範本。
發布排程時，員工只會收到分配給他們角色的空缺班次通知。
自動分配空缺班次或規劃銷售訂單時，員工只會被分配其被指派角色的班次。
此外，當定義了 預設角色 時：
為員工建立班次時，會自動選擇預設角色。
在自動分配空缺班次或規劃銷售訂單時，此角色也優先於員工的其他角色。
備註
If the Planning roles fields are left empty, there are no restrictions in the shift templates and open shifts shared with the employee. However, it’s not possible to use the Auto Plan feature for employees with no roles.
材料¶
**物料**是可以分配班次和工作時間但不是員工的資源。例如，建築公司可以使用物料為共用機械（例如起重機、堆高機）建立班次。
與員工類似，物料可以分配角色和工作時間。
輪班範本¶
To create a shift template, click New on any schedule, then fill in the details of the shift, and click Save Template.
Alternatively, go to , then click New. Fill in the Start & End Hours and the shift’s Span, then assign a Role.
If the Project app is installed, a Project can also be selected.
規劃輪班¶
On opening the Planning app, the users see their own schedule. Users with administrator access rights can also see the schedule By Resource, By Role, By Project, and By Sales Order, as well as reporting and configuration menus.
備註
The schedule is displayed in the Gantt view, which allows you to reassign, reschedule, resize, split, and duplicate shifts without having to open them.
排程中的輪班使用以下視覺元素：
Create shifts¶
若要建立輪班，請前往任何排程，然後按一下:guilabel:新增。在開啟的彈出視窗中，填寫以下詳細資訊：
Templates: If there is one or more shift templates existing in the database, they are displayed in the upper section of the pop-up window. Once selected, a template prefills the shift form accordingly.
Resources: Resources can be both employees or materials. If this field is left empty, the shift is considered an open shift.
Date: Choose the date and time of the shift. This is the only mandatory field when creating a shift.
Repeat: Click the (repeat) button and configure the Repeat every fields as needed. The following rules apply to recurring shifts:
所有欄位(例如:guilabel:
資源、角色、專案)都會從原始班次複製，但日期除外，日期會根據:guilabel:`每次重複`欄位進行調整。重複發生的班次已規劃但尚未發佈。
By default, planned shifts are created six months in advance, after which they are created gradually. To change the time frame, activate the developer mode, then go to and edit the Recurring Shifts.
Allocated Time: Is calculated based on the shift’s date and time, and the employee’s Working Schedule.
Role: Select the role that the assigned resources will be performing. This field is especially useful when auto-planning shifts. Once you select a role, the shift templates associated with it are displayed in the upper section of the pop-up window.
Additionally, the following fields may also be available:
Project: If the Project planning setting is enabled in the Planning settings, select the relevant project to link to the shift. Shifts dedicated to the selected project are then planned and tracked accordingly.
Task: If a project is selected, optionally select a task within that project.
Sales Order: If the Sales app is installed, select the relevant sales order to link to the shift.
Customer: If the shift is an on-site intervention, select the relevant customer to link to the shift.
Worksheet: If field service worksheets are configured, optionally select the relevant worksheet template.
Click Save to create the shift, or Publish to create it and notify the assigned employee by email.
Create shifts from sales orders¶
Shifts are created automatically from sales orders containing products configured as follows:
Product Type: Set to Service.
Plan Services: Enable the checkbox, then select the relevant role.
Once the sales order is confirmed, schedule the shift:
Click the To Plan smart button on the sales order form.
Click the relevant day in the appropriate resource’s schedule.
備註
Only resources whose role matches the role configured for the product on the sales order are available for shift assignment.
Select the relevant shift from the list of open shifts for that role.
Publish the shift.
小訣竅
To edit the shift before planning it, on the Schedule by Resource view:
either click New;
or click the relevant day in the appropriate resource’s schedule, then click Create New.
Then, edit the fields as needed and Save the shift or Publish it.
Once shifts have been planned for the sales order, click the Planned smart button on the sales order form to view them.
Edit and delete shifts¶
To edit a shift, click it in the calendar or schedule, then click Edit.
Shifts can also be adjusted directly on the schedule, without opening them:
Reassign or reschedule a shift by dragging and dropping it to the desired employee and day.
Extend a shift over several days by hovering over the right edge of the shift block. When the cursor changes into a resize pointer, click and drag the edge to the desired day.
Split a shift spanning multiple consecutive days into two segments by hovering over the boundary between the two affected day columns, then clicking the (scissors) icon.
To delete a shift, click it in the schedule, then click Delete.
小訣竅
Alternatively, the shift form can be accessed by switching to the list view and clicking View on the relevant shift’s line, or by switching to the Kanban view and clicking the relevant shift’s card.
Publish shifts¶
Publishing shifts notifies the assigned employees by email and makes the schedule visible to all users, including those without Administrator Planning access rights (via ).
Shifts can be published individually or in bulk.
To publish an individual shift:
either click Publish at the end of the shift creation process;
or click the shift in the schedule, click Edit, then click Publish on the shift form.
To publish all planned shifts:
From any schedule, click Publish.
In the pop-up, optionally edit the Period.
Disable Include Open Shifts to exclude open shifts from the publication.
Optionally edit the list of employees; removing an employee from the list excludes their shifts from this publication.
Click Publish & Send.
Employees are notified of their shifts once they are published:
沒有使用者帳戶的員工會被重新導向到專用的**規劃門戶網站**。
Employees with a user account are redirected to the My Planning view.
備註
If the email address of one or more employees in the list has not been configured, enter their Work Email in the pop-up that opens, then click Save & Send Schedule. If the missing email addresses are not added, the corresponding employees』 schedules are not published.
Unpublished shifts are only visible on schedules for users with Administrator Planning access rights and are identified by diagonal lines.
開放班次和自動規劃¶
The Auto Plan button allows you to assign Open shifts (shifts with no resource assigned) and create and assign shifts linked to sales orders or project tasks.
以下功能會影響自動規劃：
Roles: Open shifts are only assigned to resources (employees or materials) that have the corresponding role assigned. It is not possible to use the Auto Plan feature for employees with no role.
預設角色：分配給資源的預設角色優先於其他已分配的角色。
衝突：員工或物料不能同時被分配多個班次。
Time off: The employees』 time off is taken into account, as well as public holidays.
工作時間：在為員工或物料分配班次時會考慮工作時間。對於工作:ref:`彈性時間 <planning/working-hours>`的員工，無法使用:guilabel:`自動規劃`功能。
合約：如果員工有有效合約，他們不會被分配到合約期間以外的班次。
按一下:guilabel:`發布`以確認排程並通知員工其規劃。
調換班次與取消分配¶
有兩個功能可讓員工變更其排程：調換班次**和**取消分配。
備註
這些功能互斥。調換班次預設為可用且無法停用。但是，一旦啟用**允許取消分配**功能，它將取代調換班次選項。
轉換更份¶
一旦班次規劃並發布，員工會收到電子郵件通知。如果員工希望調換班次，他們可以按一下不想要的班次，然後按一下:guilabel:請求調換。
班次仍然分配給原始員工，但在排程中，班次上會顯示通知，告知分配的員工希望調換班次。
該班次會顯示給具有相同角色的其他員工，如果他們希望將其分配給自己，可以按一下:guilabel:`我接受`按鈕。
備註
適用以下規則：
僅顯示與員工角色相符的班次為可用。
過去的班次無法調換。
取消分配¶
要允許員工取消分配自己的班次，請前往:menuselection:規劃 --> 配置 --> 設定，然後勾選:guilabel:`允許取消分配`勾選方格。接著，指定員工可以在班次前多少天內取消分配自己。
一旦班次規劃並發布，員工會收到電子郵件通知。如果允許取消分配班次，員工可以按一下:guilabel:`我無法出勤`按鈕，班次將恢復為開放班次。
備註
適用以下規則：
僅在員工的排程中顯示與員工角色相符的班次。
過去的班次無法取消指派。