Capacity Planning | Employee Work Planning & Resource Allocation for Odoo

The Capacity Planning module by Zehntech Technologies is a comprehensive workforce management solution that empowers organizations to strategically allocate employee resources, track weekly workloads, and prevent over-scheduling - all from a single Odoo interface.

Table of Contents

Key Features

• Work Item Management: Create and manage work items assigned to employees with ISO week-based scheduling, planned hours tracking, and auto-generated WI-XXXX reference numbers for complete traceability.
• Employee Capacity Dashboard: Interactive Kanban dashboard showing each employee's planned vs. available hours for the previous, current, and next week at a glance, with visual bar charts and color-coded capacity badges.
• Gantt View Integration: Drag-and-drop work item scheduling on a Gantt chart with real-time capacity validation. The system blocks moves that would cause over-allocation before the change is saved.
• Over-Capacity Alerts: Automatic warnings when an employee's planned hours exceed their weekly working hours, surfaced as a red alert on the form view, a red capacity badge on the Kanban card, and a blocked drag in the Gantt view.
• Week Navigation: Seamlessly browse previous, current, and next week capacity data per employee directly from the Kanban card without leaving the dashboard.
• Progress Tracking: Automatic state transitions (New → In Progress → Done) driven by capacity percentage, with full chatter audit trail for every change to hours, description, and employee assignment.
• Multi-View Analysis: Analyze workforce data across List, Form, Gantt, Graph, and Pivot views for flexible reporting and data-driven planning decisions.
• Advanced Date Filtering: Filter the work overview dashboard by today, this week, last week, next week, this month, last month, this quarter, last quarter, this year, or a fully custom date range.
• Resource Calendar Sync: Reads each employee's resource calendar from HR configuration to determine actual weekly working hours, ensuring capacity checks are always accurate.
• Multi-Language Support: Available in English, German, Spanish, French, and Japanese for global team deployments.

Summary

The Capacity Planning module provides a complete resource allocation and workforce scheduling solution for Odoo. With ISO week-based work item management, a real-time employee capacity dashboard, Gantt view drag-and-drop scheduling, and automatic over-capacity detection, it gives managers full visibility into team workloads and prevents burnout from over-scheduling. Whether you manage a small team or a large workforce, this module ensures every employee's time is tracked, planned, and optimized efficiently.

Installation

1. Clone or download the module from the repository.
2. Place the module in your Odoo addons directory.
3. Restart the Odoo server to update the app list.
4. Install the Capacity Planning module from the Odoo Apps menu.
5. Assign employees and configure their resource calendars in the HR module.
6. Start creating work items and planning your team's capacity!

How to Use This Module

• User Manual - https://web.kopyst.com/sharedoc/98df3ef35c

Who Can Use This Module?

• Project Managers: Plan and track team workload week by week across multiple employees
• HR & Operations Teams: Monitor resource utilization and prevent employee over-scheduling
• Team Leads: Assign work items, review capacity in Gantt view, and balance workloads
• Department Heads: Get a high-level Kanban overview of every employee's weekly capacity
• Consultancy Firms: Allocate billable hours to team members and track weekly availability
• Any Organization: Managing employee time and resource allocation across weekly work cycles

Change Logs

Support

Zehntech Technologies Inc.

For support, customization, or queries, contact us at: odoo-support@zehntech.com