Odoo Planning
Odoo Planning — configured by Captivea
Odoo Planning gives you a shared, visual schedule so everyone knows who is working on what, when and where. It replaces spreadsheets, wall calendars and chat threads with a single source of truth for shifts, projects and activities, covering service teams, retail and hospitality staff, manufacturing crews and internal departments.
The app
Odoo Planning
Odoo Planning is the Odoo module dedicated to building, publishing and adjusting work schedules across your teams. It lets managers plan shifts and tasks, check capacity in real time and respond quickly when priorities change, while employees see their assignments instantly on desktop and mobile.
Key features
Concrete building blocks
Visual scheduling and Gantt view
Drag, drop and resize shifts in calendar or Gantt view to balance workloads over days, weeks or months, with clear visibility of who is assigned to each project or task.
Shift templates and recurring patterns
Create templates for common roles and working hours, then apply them over full periods so recurring schedules are built in minutes and only exceptions need manual changes.
Open shifts and last-minute assignments
Keep unassigned work visible as open shifts, then allocate it quickly to available, qualified employees when you have the latest information on demand and availability.
Contracts, working time and leave
Use each employee’s contract, working hours and leave rules to prevent overbooking, respect part-time and flexible arrangements and keep planning aligned with HR policies.
Use cases
Concrete uses
Service and project-based work
Plan consultants, technicians and internal specialists across multiple client projects, then compare planned versus actual time using Odoo Timesheets and Project.
Retail, hospitality and frontline teams
Build fair, compliant rosters for stores, restaurants and customer support teams, taking into account locations, roles, opening hours and last-minute changes.
Manufacturing, logistics and maintenance
Coordinate production lines, warehouse shifts and maintenance windows so the right people and skills are available when work orders and deliveries are scheduled.
By business function
Solutions for every team
Explore how Captivea concretely improves your teams' day-to-day work, department by department.
Sales & CRM
Pipeline visibility, capacity forecasts and planned workloads in a few clicks.
Purchasing
Purchase requests, supplier dates and incoming deliveries aligned with planned work.
Operations & Manufacturing
MRP work orders, operators and real-time resource capacity on one planning board.
Supply Chain
Stock moves, warehouse tasks and picker shifts synchronised with inventory levels.
Finance & Accounting
Time-driven cost tracking, project margins and payroll-ready hours from one schedule.
Human Resources
Recruitment, contracts, time off and planned shifts all consistent in HR and Planning.
Marketing
Campaign events, demos and follow-ups scheduled against real team availability.
Helpdesk & After-Sales
Ticket queues, SLAs and support rotas aligned so the right agents are on duty.
Start your transformation
Planning a move to smarter scheduling with Odoo?
Our consultants help you replace manual schedules with an integrated Odoo Planning setup, right from initial scoping and configuration through to training, rollout and continuous improvement.
By sector
Organized around your industry
Teams organized by client industry. Each sector covers ERP, Web, AI and BI.
Services & Tertiary
Scheduling and time tracking for services, agencies and consulting firms that sell expertise.
Industry / Manufacturing
Production, maintenance and logistics planning for manufacturers that live on deadlines.
Distribution & Logistics
Resource and shift planning for distributors coordinating warehouses, delivery and sales.
Retail & Point of Sale
Staff rosters and shifts for retailers and hospitality businesses serving customers all day.
The Odoo apps relevant to you
The complete Odoo suite
All Odoo applications, activated at your own pace.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
Technical & Data
References
Companies that trust Captivea
FAQ
Frequently asked questions
Odoo Planning is the Odoo application dedicated to scheduling people on shifts, tasks and projects, giving managers and employees a shared, visual calendar that reflects real contracts, working hours and time off.
Yes, Odoo Planning is one of the business applications available with Odoo Enterprise, and you can activate it alongside related modules such as Project, Timesheets, HR, Payroll, Field Service and Manufacturing.
Each shift in Odoo Planning can be linked to a project and task so that, when employees record timesheets, planned and actual hours stay aligned, improving project control, payroll data and profitability analysis.
As an Odoo Gold Partner, Captivea combines functional expertise and technical skills to design your planning rules, configure the module, connect it with HR, Projects and Timesheets, and train your teams for long-term adoption.
Let's talk
Ready to transform your planning operations?
Share your current scheduling challenges with Captivea, and we will show you how Odoo Planning can simplify your calendars, connect with the rest of your system and support your next phase of growth.