Planning to resource timesheets
Create Timesheet on posted planning
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.
