{"id":68989,"date":"2021-08-04T17:24:00","date_gmt":"2021-08-04T17:24:00","guid":{"rendered":"http:\/\/webkul.com\/blog\/?p=68989"},"modified":"2024-12-26T08:24:08","modified_gmt":"2024-12-26T08:24:08","slug":"resource-management-system","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/resource-management-system\/","title":{"rendered":"User Manual Odoo Resource Management System"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\" id=\"block-434bed44-d99e-48a8-b04f-c395d6f0572c\"><br>INTRODUCTION<\/h3>\n\n\n\n<p id=\"block-99e21120-dd04-4c70-8ed2-c66bf8b295c3\"><a href=\"https:\/\/store.webkul.com\/Odoo-Resource-Management-System.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Resource Management System<\/a> is an effective way to manage all the resources in the organization. <\/p>\n\n\n\n<p id=\"block-99e21120-dd04-4c70-8ed2-c66bf8b295c3\">Resources can be anything used in the organization to facilitate the working of the employees. Managing the resources manually becomes a hectic job and it also creates various conflicts.<\/p>\n\n\n\n<p id=\"block-9421d522-042e-46ef-9e73-7535cb929c60\">Keeping this in mind Webkul comes up with the module <strong>Odoo Resource Management System<\/strong>. This module provides you with the easiest way to manage organizational resources with less effort.<\/p>\n\n\n\n<p id=\"block-6c8fa874-3c5f-4783-a49d-8a370a05f48d\">It allows you to categorize the resources with child-parent relationships. Admin can add new resources and allocate them to the employees very easily. <\/p>\n\n\n\n<p id=\"block-6c8fa874-3c5f-4783-a49d-8a370a05f48d\">With features tailored for <a href=\"https:\/\/store.webkul.com\/odoo-education-management-system.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo School Management<\/a>, it provides a number of ways to manage resource requests efficiently.<\/p>\n\n\n\n<p id=\"block-62d0584f-3d21-4152-8bb1-d6f21933e86d\">Users can manage resource allocation by priority and request duration, run a scheduler to free resources after a set interval, and easily track allocations. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-325ecfa5-19f3-42e7-9fc0-25ae6e6e2733\">FEATURES<\/h3>\n\n\n\n<ol class=\"wp-block-list\" id=\"block-76e00604-562b-426f-a445-1e0dc8980eb0\">\n<li>Provides an easy way to manage resources.<\/li>\n\n\n\n<li>Maintains child-parent relationship to categorize the resources.<\/li>\n\n\n\n<li>Remove possibilities of conflict time interval of a resource.<\/li>\n\n\n\n<li>Easily track the allocated resources.<\/li>\n\n\n\n<li>Run Scheduler to free all resources after completion of the time interval.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-f7e62b51-2904-4dfb-a240-7bd38d376c02\">INSTALLATION<\/h3>\n\n\n\n<ol class=\"wp-block-list\" id=\"block-acbedf86-6d95-439d-9242-9512221ab961\">\n<li>Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n<li>Extract the file from your system after the download finishes. As a result, you will be able to see a folder named-\u00a0<strong>\u2018resource_management\u2019<\/strong>.<\/li>\n\n\n\n<li>Copy and paste this folder inside your\u00a0<strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open the Odoo Apps and then, click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on the<strong>\u00a0\u2018Update Modules List\u2019<\/strong>.<\/li>\n\n\n\n<li>In the search bar, remove all the filters and then, search\u00a0<strong>\u2018resource_management\u2019<\/strong>.<\/li>\n\n\n\n<li>As a result, you will be able to see the module in the search result. Click on\u00a0<strong>\u2018Install\u2019<\/strong>\u00a0to install it.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-425ee2c2-9ce9-4b6e-99b4-8287d07bbf53\">WORKFLOW<\/h3>\n\n\n\n<ol class=\"wp-block-list\" id=\"block-4e39a982-dab1-450a-84b3-f91656ee3a70\">\n<li>Firstly, login to the<strong> &#8216;Odoo Instance&#8217;<\/strong> and Go to the <strong>&#8216;Resource Management&#8217;<\/strong> module.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-68149dbb-efb6-48e2-b332-c9b7a6bc6f63\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM-1200x588.png\" alt=\"Resource Management\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\" id=\"block-c483778b-2ad3-471b-97a4-d430e93d3770\">\n<li>Now, go to the Category tab and click on the create button to create some new categories.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-9613e4d8-5c7c-47e8-b4ec-96310f9a7519\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM1-1200x588.png\" alt=\"Create Resource Category\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\" id=\"block-3ad913d0-0048-4a8a-91f4-427ff39f0210\">\n<li>Add name of the <strong>Category<\/strong>, select <strong>Parent Category<\/strong> if any, add image for the corresponding category and then <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-a4531d08-baff-4da7-8219-73557c341048\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM2-1200x588.png\" alt=\"Odoo Resource Management System\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\" id=\"block-88825081-9757-4b9d-8b4f-bb6bb45a2ed1\">\n<li>Now, go to the Resources tab. Here, you can check all the resources and also add new resources by clicking on the <strong>Create<\/strong> button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-c31251e7-da51-4365-abf1-407b0cd3dbc0\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM3-1200x588.png\" alt=\"Create Resources\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\" id=\"block-1bc317c5-c3ea-4b48-847d-6714cb80dc57\">\n<li>Add name of the resources, corresponding <strong>Resource category<\/strong>, <strong>Resource Manager<\/strong> and then <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-8957a788-f471-4f0e-92a5-0d4974853c10\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM4-1200x589.png\" alt=\"Odoo Resource Management System\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\" id=\"block-f1172817-dd01-4452-83fc-31f53c449634\">\n<li>Now, go to <strong>Request For Resource<\/strong> under the <strong>Request<\/strong> tab. Here, you can manage all the resources request and create new requests by clicking on the <strong>Create<\/strong> button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-7a80f639-2ab5-4f70-8df9-bd61befd23e6\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM5-1200x589.png\" alt=\"Request for Resources\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\" id=\"block-feeb211f-5ae7-4b5d-88b8-3703c9b74eb1\">\n<li>Select the Resources, Duration for which you want the resource, set the Priority for the request, add the members who are going to use the requested resource.<\/li>\n\n\n\n<li>Now, click on the Request button after creating the request for the allocation of the resources.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-a97183f2-a0f7-4978-b9b4-6082053921fe\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM6-1200x595.png\" alt=\"Odoo Resource Management System\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"10\" id=\"block-c460d7d8-b894-4cb8-8346-898ea9d03574\">\n<li>Amin can approve the request for allocation by simply clicking on the Approve button after checking all the informtion in the request like durattion, priority etc.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-823cef0e-32ad-477f-8d5a-1b1606b35dcf\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM7-1200x590.png\" alt=\"Approve Request\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"11\" id=\"block-55f5dda3-36db-4e4d-9c9c-9cdacf64bf0a\">\n<li>If the resource is already allocated to the other employee then it shows a User Error that the resource is already occupied.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-5f854354-8768-4723-8001-f3d6e44f1af6\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM8-1200x590.png\" alt=\"User error if the duration conflicts\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"12\" id=\"block-8c2d6e2c-98cc-4d1b-a475-9b072523b01a\">\n<li>Admin can track the allocated resources simply by clicking on the Request Tracking under the Request tab.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-e8e50578-ddcb-44ec-a756-c2203b4e7270\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM9-1200x589.png\" alt=\"Track resources\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"13\" id=\"block-920c2c3c-7aff-4ab1-aac2-466af288e580\">\n<li>Admin can <strong>Run Schedule<\/strong>r by clicking on the <strong>Configuration<\/strong> tab. It will compute the rest time of approved requests and free the resources if there allocation time get complete.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\" id=\"block-a730194e-d003-4317-b4a1-f1fa79bf620a\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/07\/RM10-1200x590.png\" alt=\"Run Scheduler\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-803ee22a-2372-46e5-800d-c8c3ff965e88\">Also, R<strong>EFER THE USER GUIDES OF OTHER<\/strong> MODULES<\/h3>\n\n\n\n<p><a href=\"https:\/\/webkul.com\/blog\/odoo-dealership-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Dealership Management<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/webkul.com\/blog\/odoo-multi-branch-employee\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Multi Branch Employee<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-e2679a6d-52bf-4bb4-a71f-3036bafd3379\">NEED HELP?<\/h3>\n\n\n\n<p id=\"block-6f984f18-2c79-417d-a824-a13c578eb410\">Was this guide helpful? Please share your feedback in the comments below.<\/p>\n\n\n\n<p id=\"block-1a60cf6a-1136-4463-873f-4185b2b8f93c\">If you have any issues\/queries regarding the module please raise a ticket at<br><a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\"><strong>https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/strong><\/a><\/p>\n\n\n\n<p id=\"block-f088d183-e3e1-4bdf-ab52-28c35782d4f4\">For any doubt contact us at <strong>support@webkul.com<\/strong>.<\/p>\n\n\n\n<p id=\"block-2f9dfd77-b840-4e01-a05e-57e79defcbc8\">Thanks for reading!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Odoo Resource Management System is an effective way to manage all the resources in the organization. Resources can be anything used in the organization to facilitate the working of the employees. Managing the resources manually becomes a hectic job and it also creates various conflicts. Keeping this in mind Webkul comes up with the <a href=\"https:\/\/webkul.com\/blog\/resource-management-system\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":322,"featured_media":69049,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2030,2007,166],"tags":[1267,4232],"class_list":["post-68989","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-e-commerce","category-odoo","category-openerp","tag-odoo","tag-resource-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Manual Odoo Resource Management System<\/title>\n<meta name=\"description\" content=\"Odoo Resource Management System module allows you to create and manage all the resources easily in Odoo without any conflicts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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