2020-03-20 20:00:14 +07:00
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==================================
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Forecast Resources Across Projects
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==================================
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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Allocate the needed time for specific tasks under a planned shift. Once that is done, analyse Key
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Performance Indicators (KPIs), so you can evaluate your employees’ performance and workload, besides
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the progress of your projects/tasks when comparing the planned and effective hours.
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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Allocate times under shifts
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===========================
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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When planning a shift, in the *Planning* application, create a project and a task on the fly,
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or simply select the one you want.
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/allocate_time.png
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:align: center
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:alt: Planning form to choose the project, task and allocated hours in Odoo Planning
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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| *Allocated Time (%)* allows you to define the percentage of time you would like your employee to
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work on that specific task during his shift. See that information in hours on *Allocated hours*.
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| The calculation shows you how many hours out of the total shift time (*End date* - *Start date*)
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are spent by the employee on that task.
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| On :menuselection:`Project --> Planning --> By Project`, immediately see the total number of
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employees allocated per project.
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/planning_project.png
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:align: center
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:alt: Planning by project view in Odoo Project
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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Compare forecast hours with the effective ones
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==============================================
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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Now, once the employee has timesheeted his hours in the task, go to *Project* and with the
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*View list*, under *All Tasks*, conveniently see the *Planned Hours* compared to the
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*Remaining Hours*, and a calculation of the *Progress*.
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/compare_forecast.png
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:align: center
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:alt: View of all tasks and their planned and remaining hours in Odoo Project
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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.. important::
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Reminder: the option *Timesheets* has to be enabled on your project.
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2016-03-03 20:32:13 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/enable_timesheets.png
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:align: center
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:height: 400
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:alt: Under the settings of a project enable timesheets in Odoo Project
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