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How to configure Planning for multicompany ?

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Yoann Guirimand

Our group is made of 2 compagnies A and B . 
=> Employees from both company have access to the 2 compagnies A and B in Odoo

=> Employees from both company work on a joint project, hold by company A (this part is OK)

=> Employees from both company A and B can enter timesheet for the project from company A (this part is OK)

=> On the planning mode, I cannot schedule employees from both compagnies on the same project. To select an employee of company B, I need to change company B, and cannot select my project related to company A.

How to unlock this (in Odoo Studio), to schedule resource from both company on a shared project ? I do not expect anything blocking in the behaviour as the projects and the timesheets are already working well in multicompany




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Yoann Guirimand
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I finally had to modify the domain straight in the python code through a custom module - which works well by the way. But I do not see any reason why it cannot be edited as other domains through studio or Technical > record rules

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Mahmoud El Bouyahyaoui
Best Answer

In Odoo, the scheduling of resources for a project is based on the company that the project belongs to. To allow employees from both companies A and B to be scheduled on the same project, you can make the following changes in Odoo Studio:

  1. Create a new company-independent project category: In the Project app, create a new project category that is not linked to any specific company. You can then assign this category to the joint project.

  2. Remove the company constraint on the resource allocation: In the Project app, go to the "Resource Allocation" view and remove the company constraint on the resource allocation. This will allow employees from both companies A and B to be assigned to the joint project.

  3. Add a new filter for the resource allocation : In the Project app, go to the "Resource Allocation" view and add a new filter based on the project category, so that only the joint project is displayed in the resource allocation view.

  4. Modify the access rights: In the Users and Groups app, give employees from both companies A and B access to the new project category and the new resource allocation view.

  5. Update the project form view: In the Project app, go to the form view of the project and add the new project category and the new resource allocation fields to the form view.

Keep in mind that this is just an example and it should be adapted to your specific use case.

It's also important to note that you'll need to test the changes before applying them in production as it may have side effects on other parts of the system.

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Yoann Guirimand
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Thank you for your answer Mahmoud. Unfortunately my project need to remain linked to company A, to keep the link with Sales Order, Analytic Account, Budget, Invoicing...
I do not see that feasible with your approach of a project that is no more linked to a company (unless I misunderstood something in your proposal ?)

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Yoann Guirimand
Avtor Best Answer

Note: 

Editing resource_id domain on planning.slot.form through studio is not supported






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