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How to Set Auto Plan
in Odoo 17
Enterprise
Introduction
Enterprise
Auto plan in Odoo 17 is a new feature introduced in the
planning application that allows you to automate various
scheduling and resource allocation tasks. It essentially helps
you save time and effort by removing the need for manual
planning in several situations.
Enterprise
Let's take a look at how to setup up in Odoo, For that, first we
need to open the Planning Module,
Enterprise
Then Click on Auto Plan,
Enterprise
A message appears indicating that “The open shifts and sales
orders have been successfully assigned.” This means that the
system has automatically allocated available resources to
fulfill the requirements of open shifts and sales orders,
optimizing scheduling and ensuring efficient utilization of
resources.
Enterprise
Then Click on Publish.
Enterprise
Then Click on Publish & Send
Enterprise
Click "Copy previous week" to quickly replicate tasks and
assignments from your chosen template onto the current week.
Review and adjust directly in the calendar!
For More Info.
Check our company website for related
blogs and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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How to Set Auto Plan in Odoo 17 ERP Module

  • 1. How to Set Auto Plan in Odoo 17 Enterprise
  • 2. Introduction Enterprise Auto plan in Odoo 17 is a new feature introduced in the planning application that allows you to automate various scheduling and resource allocation tasks. It essentially helps you save time and effort by removing the need for manual planning in several situations.
  • 3. Enterprise Let's take a look at how to setup up in Odoo, For that, first we need to open the Planning Module,
  • 5. Enterprise A message appears indicating that “The open shifts and sales orders have been successfully assigned.” This means that the system has automatically allocated available resources to fulfill the requirements of open shifts and sales orders, optimizing scheduling and ensuring efficient utilization of resources.
  • 7. Enterprise Then Click on Publish & Send
  • 8. Enterprise Click "Copy previous week" to quickly replicate tasks and assignments from your chosen template onto the current week. Review and adjust directly in the calendar!
  • 9. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com