Planning to resource timesheets
Create the timesheet for any shift from "Planning" with one single click
Planning to resource timesheets
Create the timesheet for any shift from "Planning" with one single click
Odoo behavior
Odoo's "Timesheet" and "Planning" are two essential modules for managing , respectively, human and material resources in every organization.
Cluedoo behavior
Cluedoo can help creating the timesheet for any shift from "Planning" with one single click.
Cluedoo recommendation
100% recommended for one whom uses "Planning" module.
To add a planning to timesheet
Step 01:
Create a new shift for the resource in "Planning -> NEW".
Now add a shift normally. Fill in the form for:
- Resource
- Date
- Project
- Then click on the yellow button to set up the resource if it has not been configured.
Step 02:
Make sure the resource is set up correctly by checking "Create Planning Timesheet Material".
Then "SAVE & CLOSE".
- If a resource is already set up, you don't have to do this step.
Step 03:
When you are ready to add the shift to the resource's timesheet, click "POST"
Result:
One new line is added to the timesheet, corresponding to the posted planning shift.
