The need
You sell a package at its value, for example a strategic audit your expert delivers in two days. Yet Odoo Planning counts one hour per unit sold: the audit shows up as a single hour, unrelated to the budget you set for it. Your team does not know how much time to reserve and the budget your margin depends on is not kept.
What the module does
The ANOR Sale Task Allocated Time module stores on each service product the internal time budget of one unit, 14 hours for the audit. When an order is confirmed, this module hands that budget to Planning: the unscheduled shift created for the line holds the hours per unit multiplied by the quantity. You then place that shift in your employees' calendars, over one or several days. If the quantity changes on the confirmed order, the unscheduled shift is updated while shifts already on the schedule keep their hours. The customer only ever sees the product, the quantity and the price.
What you gain
The package budget on the schedule
An audit budgeted at 14 hours reaches Planning with its 14 hours, not a single one. Your expert reserves the planned time, no more and no less.
Hours stay internal
The module adds nothing to quotations, orders, invoices, portal pages or emails. Your customer buys an outcome and never sees the time it takes.
Updated when the order changes
If the customer orders a second audit, the unscheduled shift goes from 14 to 28 hours. Work you already scheduled is left as it is.
Standard rule everywhere else
Products without allocated hours, milestone-based services and quotations that are not confirmed yet follow the usual Planning rule.
Installs on its own
Odoo installs this link module automatically once its three prerequisites are present. It adds no setting, no field and no menu.
How it works
Budget the unit
Open the service product sold per unit and enter its Allocated Hours, the internal time you allow for one unit.
Make it plannable
On the same product, tick Plan Services and choose the Planning Role of the people who deliver the assignment.
Confirm the sale
On confirmation, Planning creates an unscheduled shift for that role holding the budget of the line, reachable from the To Plan button of the order.
Plan within the budget
In Planning, drag the shift onto your employees' calendars and spread it over several days if needed. Keeping to this budget is what protects the margin of the package.
Screenshots
Frequently asked questions
Odoo Enterprise, because Planning is an Enterprise app. You also need Sales and the ANOR Sale Task Allocated Time module.
No. The module touches no document, portal page or email sent to customers. Just avoid writing hours in the product name or description, since customers read those.
Enter the length of one working day in Allocated Hours, for example 7. Two days sold then put 14 hours on the schedule. A quantity typed in hours on the line is first brought back to days.
The time to plan of confirmed orders containing that product is recalculated. Shifts already placed on the schedule keep the hours you gave them.
No. As in standard Odoo, there is nothing to plan until the order is confirmed.
New orders follow the standard rule again. Lines and shifts already computed keep their hours until Odoo recalculates them, for example after a quantity change.
Scope
This module works with Odoo Enterprise as soon as Sales, Planning and ANOR Sale Task Allocated Time are installed. It adjusts the time to plan of confirmed order lines whose product carries allocated hours and leaves every other line to the standard rule.
Technical sheet
- Technical name
- anor_sale_task_allocated_time_planning
- Odoo versions
- 18.0, 19.0, 20.0
- Application
- Project
- Dependencies
- anor_sale_task_allocated_time, sale_planning
- Licence
- LGPL-3
- Published by
- ANOR
Disclaimer — This module is provided "as is", without warranty of any kind. ANOR Group shall not be held liable for any direct or indirect damages resulting from its use, its installation or its modification by a third party, nor from its use outside the scope of a contractual ANOR service.