documentation/project/planning/forecast.rst

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