Link Planning and Project Tasks - bitigloo GmbH

$ 22.82

v 16.0 Third Party 22

This module requires Odoo Enterprise Edition.

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Planning (planning) • Project (project) • Employees (hr)
Lines of code	245
Technical Name	`bi_link_planning_to_task`
License	LGPL-3
Website	https://www.bitigloo.com
Versions	16.0 17.0 18.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Planning (planning) • Project (project) • Employees (hr)
Lines of code	245
Technical Name	`bi_link_planning_to_task`
License	LGPL-3
Website	https://www.bitigloo.com
Versions	16.0 17.0 18.0

Link Planning and Project Tasks

This module was written to update project task planned dates according to the planning app

Features

possibility to select a task from the Planning slot form
updating the task Planning Dates & Assignees when we create / update / remove a slot

Request a Demo

To configure this module, you need to go to Settings / Planning, and down below, we have a section for Link to Tasks.

You have two checkbox:

1. Update Dates on Tasks: Update planning dates on the related task.

2. Update Assignees on Tasks: Update assignees on the related task based on resource.

From Planning Form, select the resource and the task, then define the Date and Save or Publish:

Now, if you go the related task, you can see that the Planned Date and Assignees have been updated. Besides, there is a smart button displaying the number of slot(s) related to the task.

For any feedback or support need, please:

Simply use our Products Support form www.bitigloo.com/support.

Send us an email to apps@bitigloo.com.

Release Update - Nov 19, 2024
Version - 16.0.2.0.3
Bug Fixes

Release Update - Jun 23, 2024
Version - 16.0.2.0.2
Bug Fixes

fixing the multiple deletion of planning records

Release Update - Dec 04, 2023
Version - 16.0.2.0.1
Bug Fixes

removing the parameters after uninstalling
Not getting error when there is no task in slot form

Improvement

optimizing adding & removing the assignees; if you remove a resource from a slot, it will remove it from the task assignees, if no other slot is assigned to that user; the same for adding and updating a resource.

Release Update - Nov 06, 2023
Version - 16.0.2.0.0
Improvement

Removing sale dependency.

Release Update - Nov 02, 2023
Version - 16.0.1.0.0

Initial Release

Languages

This module is available in two languages: English and German/Deutsch.

Our Services

Odoo
Implementation

https://www.bitigloo.com/r/fSU

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https://www.bitigloo.com/r/yEJ

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https://www.bitigloo.com/r/01w

Odoo Migration/Upgrade

https://www.bitigloo.com/r/2Wx

Appointment

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Super useful connection between planning dates and task dates

Bettina Pfeifer

on 12/5/23, 4:16 AM Confirmed Purchase

For a specific workflow, this is a very useful add on.
Before useing this tool, we used the automated planning. However, this does not work together with this module. So to take advantage from this great link of planning slot and task, we now plan manually. Thus, we have gained a better overview in our tasks.

Remark: we contacted the developer and they made an improvement just over the weekend :-) Great service, thank you.

Your remarks

Maurice Moretti

on 11/6/23, 9:51 AM Confirmed Purchase

Dear all

we bought and tested the module.

the good point is that you can plan with the Planning Module and it will update the task on the project side.

the negative point is that it only works if you have a Sale Order Line on the task ; therefore it cannot be used if you are only dealing with projects without Sales
this is not consistent with Odoo standard since you can plan from the project view on tasks that have no Sale order Line

It would also be nice to have the reverse way : plan in Project and Update Planning

Other issue (more related to Odoo itself) when Planning on project Odoo handles "Users" and when planning with the Planning module Odoo handles "Resources"

IMHO Very bad integration

Re: Your remarks

bitigloo GmbH

on 11/7/23, 4:14 AM Author

Hi Maurice,

Thank you very much for your purchase and useful feedback.

After investigating your points, we would like to say:

Regarding the Sale Order Line, you are right; we'd better not have the dependency. Therefore, our team has improved the module and will publish the new code, which doesn't have any dependency on sales. Please share your email address with us so that we can send the improved version to you directly. You can send us an email to apps@bitigloo.com.
The reverse way (updating the planning based on the task) would not be correct, simply because we have many planning slots related to a task.
The point about the resources is Odoo's behavior, as you mentioned. Please consider the point that the resources can be non-human (materials, tools, machines) and maybe this can be a reason why Odoo uses Resources separate from Employees.

We hope we could answer your feedback. Please do no hesitate to contact us any time.

Kind regards,

bitigloo team