When creating a schedule for non- user employees, we want it to be based per tasks of the corresponding project.
The schedule in planning has all the features we need to create and view the perfect schedule, except that I cannot find how to limit scheduling to the specific tasks of a project, or to only such items that are on the sale order of this project.
Another issue that I cannot create a pipeline there with upcoming things to schedule unless they are scheduled right then. The only way to do that is in project,
but project has 2 issues:
1. it does not allow scheduling except to a user, and we did not want to pay for users for all employees,
2. It does not have all the good planning features.
Can somebody advise how we can have these in planning: A. Pipeline of upcoming unscheduled items (also a way to indicate priority would not be bad) B. Limit to project tasks?
To pytanie dostało ostrzeżenie
Hi there,
Probably our module can meet some of your requirements:
https://apps.odoo.com/apps/modules/18.0/bi_link_planning_to_task
Best regards,
bitigloo GmbH
Hallo ,
i have the same problem :-(
Planning ↔ Project sync is one of the trickier integrations in Odoo because the two modules have different data models — Planning uses "shifts" while Project uses "tasks," and they don't have a native two-way sync out of the box.
Here's what actually works:
**Option 1 — Use Field Service (not Planning) for dispatch:**
If your use case is field service dispatch, skip Planning entirely and use the **Field Service module's Gantt view** under **Field Service → Tasks → Gantt**. This is purpose-built for scheduling techs to jobs and links directly to task timesheets and invoicing.
**Option 2 — If you must use Planning:**
Go to **Planning → Configuration → Settings** and enable **"Project Integration"**. This allows shifts to be linked to a project/task. But it's one-directional — Planning → Project, not the reverse.
**For dispatch specifically:**
- Use **Planning → Schedule** for shift assignment by employee
- In each shift, link to the specific Project Task via the "Task" field on the shift form
- The tech sees the task on their mobile app when they open their shift
The gap is that task status updates don't push back to Planning — you'd need a custom automation or Odoo Studio rule to handle that if it's critical.
I've built this dispatch flow for 100+ service businesses. The Field Service Gantt is genuinely the better path if you're doing job-based work vs. shift-based.
*— I help service businesses automate their operations *
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