Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I have a pool of employees, not all of them active on a project. I would like to setup the system so that I have an overview of employees and when they are available and for what specific work / tasks. When I setup a new project and make a task that requires a specific employee, I would like to search through the available employees and their skills and assign them to that project task.
Current solution: I created a project called "Available Employee". Underneath I created several tasks by skill. In my pool I have 9 programmers and 3 software testers. For simplicity sake, all of them are now available. So I created 9 tasks called "Programmer" and 3 tasks called "Tester".
For this project I need 3 programmers and 1 tester so for the project created 3 "Programmer" tasks and 1 "Tester" task.
The nice way of setting it up like this is that I have one overview of required workers and available workers within 1 Gantt chart and I can use the nice search function.
The tricky part comes here: When I find a person available that I was to assign to a project/task, I would like to do so within the available person form. So I would like the click on the available person and with one click assign him/her to the project/task he/she is required for. So he/she would be assigned to the project/task and his/her current Available Task should be ended.
I guess this is not out of the box and has to be customized in the project/task module?
If anybody has any suggestion on how I could set this workflow up in another fashion I am all ears.
Thanks for reading this!
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 11/10/13, 7:32 AM|
|Seen: 847 times|
|Last updated: 3/16/15, 8:10 AM|