Planning to resource timesheets

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Create Timesheet on posted planning

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    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.