How to Add a New Shift in Odoo 18 Planning

How to Add a New Shift in Odoo 18 Planning

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  How to Adda New Shift in Odoo 18 Planning Enterprise
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  Enterprise Odoo 18s Planningmodule lets you line up your team's calendar, slot people into shifts, and keep an eye on what resources are free. Whether you're running a factory floor or juggling remote workers, the widget gives you the clear, flexible view you need to plan without chaos. Introduction
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  Enterprise Let go throughhow can we add a new shift in Odoo 18. To begin, open the Planning module.
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  Enterprise Once you areon the planning dashboard, click the 'New' button to initiate the creation of a new shift.
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  Enterprise You will geta wizard of the add shift with so many configure options. Fill in Shift Details.
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  Enterprise ● Resource: Choosethe employee or machine (e.g., Open Shift, Crane 1, etc.). Open shift: To create an unassigned shift ● Role: Define the job title (e.g., Bartender, Developer). ● Project: Optionally assign a project to link time tracking. ● Sales Order Item: (Optional) Link to a sales order item if needed. ● Date & Time: Set start and end (e.g., 06/16/2025 11:30 20:30). → ● Allocated Time: Displays duration and workload percentage. ● Notes: Add comments or special instructions for the assignee.
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  Enterprise Use Predefined Tagsfor Quick Setup Click on tags like “08:00 - 12:00 Management”, “13:00 - 17:00 Developer”, etc. ➤ This auto-fills the Role and Time fields instantly for convenience.
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  Enterprise Finalize the Shift: ●Save : Saves the shift as a draft if not ready to schedule it yet. ● Publish & Send : Publishes the shift and sends notification to the assigned resource. ● Auto Plan : Odoo automatically assign shifts based on availability and workload. ● Save Template : Save template to easily schedule it again in the future. ● Discard : Cancels the current operation and closes the wizard.
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  Enterprise When you click'Publish and send,' a pop-up message will appear confirming that the message has been sent.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com