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Services

Planning

✳︎ Manage employee schedules and shifts

Plan shifts and assignments on a visual schedule, publish to employees, and handle open shifts and swaps without spreadsheets.

ODOO MODULE✳︎
CATEGORYServices
Why it matters

Service businesses sell something invisible: a promise with a deadline. Planning makes the promise visible - every job, ticket or project has an owner, a status and a clock, and the whole team sees the same board instead of asking each other in the corridor.

The weekly schedule takes minutes, not an evening.

The economics follow the visibility. Hours get logged where they are spent, billable work turns into invoices without a hunt through timesheets, and the jobs that quietly eat the margin finally show themselves. You cannot manage what you cannot see - so Planning makes sure you see it.

FIG.01 — PROMISES WITH CLOCKS
TICKET #482 · SLA 4HPROJECT · MILESTONE 2/4HOURS LOGGED → INVOICEBILLED ✓EVERY PROMISE HAS AN OWNER AND A CLOCK
Technical drawing · Services
How it works
the loop runs itself · tap a step to hold it
STEP 01Drag shifts onto the schedule
STEP 02Publish to employees
STEP 03Open shifts and swaps handled
STEP 04Copy the week forward
✳︎
The weekly schedule takes minutes, not an evening.
Key capabilities
Spec sheet · 4 functions
Drag & drop shift planning
Publish schedules to employees
Open shifts and swap requests
Copy weeks and recurring patterns
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
A business analyst maps Planning to your real processes - most changes take hours in Studio, not weeks of code.
STEP 2Integrate
It shares one database with every other module - no connectors, no sync jobs, no double entry.
STEP 3Train✳︎
Your team learns it in the training step of our 7-step journey - with docs in your Knowledge base.
Good to know

Planning in Odoo: one module, one shared database, zero double entry.

Planning is one of the standard Odoo applications in the Services family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting - information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose Odoo Planning to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Planning for: drag & drop shift planning; publish schedules to employees; open shifts and swap requests; copy weeks and recurring patterns. Because the module is part of the Odoo platform, every action leaves a clean trail for reporting - managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Planning for companies in Switzerland, France, Germany, the EU and Armenia - including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Planning working on your own processes - on a free demo.
Book a Demo