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Odoo Resource Management

What is Odoo Resource Management?        Benefits    Features    Challenges    Resources

What is Odoo Resource Management?

Odoo resource management provides a fast and easy way to assign resources to projects. With centralized access to up-to-date profiles of resources skills, interests, experience, work preferences, availability, and more, project managers can ensure that qualified resources are working on the right projects. By managing project resources effectively, businesses are able to optimize profit margins, improve billable utilization, retain top talent and increase client satisfaction.

Optimize Profit Margins and Utilization

Reduce dependence on resource management spreadsheets with real-time tracking of skills and availability and centralized, up-to-date, searchable resource profiles.


Gain visibility and optimize staffing and resource utilization

" With Odoo, we are able to see any potential issues ahead of time, which allows us to become very proactive rather than reactive. "

Rebecca Ostrom

SVP Finance & Operations, W2O Group

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Odoo Resource Management Benefits

 

Enhance Efficiency and Productivity. Utilization reports allow project teams to monitor metrics such as most-worked hours, allocated hours, assigned hours and more. 

Centralize Resource Management and Deployment. Using a single, global pool of resources, automate resource management requests and bookings. 

Gain Complete Project Visibility. Better understand your full organizational capacity and gain insights into resource utilization, skills profiles, bookings, and more by project.


Odoo Resource Management Features

In order to increase overall resource utilization effectively and efficiently, Odoo resource management provides visibility into all aspects of your projects resource management needs. Get a centralized view of all allocations for each of the resources so that project managers can effectively balance their workloads and optimize utilization.

Project Staffing 

Centralize and automate resource management requests and bookings with customizable workflows and optimize project teams using a single, global pool of resources. Quickly find and allocate resources to projects based on skill sets demographic information, experience, work preferences, or future time off so the right staff is on the right projects. At project initiation you can assign generic resources to serve as placeholders in order to determine requirements without needing to know the exact people.

Resource Forecasting 

Gain insights into your ability to staff future projects while remaining profitable. Apply generic resources for planning, and view reports to determine actual staffing needs. Robust reporting, including capacity planning, forecasts, and utilization by hierarchy — including offices and lines of business — inform financial forecasts. Estimate billings, revenue, and margins based on staffing plans.

Utilization Tracking 

Track and optimize resource use with dynamic charts and reports that can be generated periodically or on demand. Create custom utilization reports based on specific project needs. Drill down on details and fine tune priorities as project deliverables change. Add utilization reports right to managers’ dashboards to gain visibility into time spent on projects. Send alerts and notifications to project managers, supervisors, and other stakeholders if resource utilization exceeds set thresholds — with booking details and next steps attached.

Strategic Project Reporting 

Robust utilization reporting allows you to select the metrics that matter. From most-worked hours, allocated hours, assigned hours and more, with real-time and relevant data available, project managers can make informed, and data driven decisions to keep projects on track and within budgets.


Challenges Odoo Resource Management Solves

 

Poor Visibility into Skill Sets. See all resources available and drill down to the best fit with advanced search capabilities. 

Manual Resource Tracking and Reporting. Automate the assignment of resources and gain insight to how they are preforming against budgets. 

Reactive Resource Allocation. Assign general resources to fill allocations and create forecasts and budgets based on expected deliverables. Search skill sets to align project tasks to staffing. Get proactive notifications when approaching preset utilization limits.​

Resources