Planning Enterprise

The SODOO Planning module is an advanced planning tool for optimising team resources and work shifts. With visual Gantt charts, shift management and workload analysis…

Overview

The SODOO Planning module is an advanced planning tool for optimising team resources and work shifts. Maximise resource use with visual Gantt charts, shift management and workload analysis.

Resource Management

Manage and assign employees, equipment and other resources centrally.

Shift Planning

Build work schedules easily with flexible shift templates.

Gantt View

Plan tasks and resources visually on a timeline.

Workload Balancing

Prevent overload and distribute resources evenly.

Tip

The Planning module works integrated with the Project, Helpdesk and Field Service modules. You can plan all your resources from one place.

Resource Management

Planning resources represent all assets that can be assigned: employees, equipment, vehicles or meeting rooms.

Resource Pool
8 Active
6 Available
2 On Leave
AY

Ahmet Yılmaz

Software Developer • IT Team
75% load
EK

Elif Kaya

Project Manager • PMO
95% load
MD

Mehmet Demir

Graphic Designer • Creative
40% load

Resource Types

Resource Type Description Example
Employee Human resources, staff who can be assigned tasks Developer, Designer, Technician
Equipment Machines and tools CNC Machine, Forklift, 3D Printer
Space Physical spaces Meeting Room, Conference Hall
Vehicle Vehicles and logistics resources Service Vehicle, Courier Motorbike

Shift Planning

Create flexible shift templates for your employees and manage weekly schedules easily. Distribute morning, afternoon and night shifts evenly.

Mon
AY 08-16
EK 14-22
Tue
MD 08-16
AY 22-06
Wed
EK 08-16
MD 14-22
Thu
AY 08-16
EK 14-22
Fri
MD 08-16
AY 22-06
Sat
EK 08-16
Sun
MD 12-20

Shift Templates

Template Working Hours Break Total
Morning 08:00 - 16:00 12:00 - 13:00 (1 hour) 7 hours net
Afternoon 14:00 - 22:00 18:00 - 18:30 (30 min) 7.5 hours net
Night 22:00 - 06:00 02:00 - 02:30 (30 min) 7.5 hours net
Note

Shift templates are synchronised with the working calendar in the HR module. Days off and public holidays are taken into account automatically.

Gantt View

The Gantt chart lets you plan tasks and resources visually on a timeline. You can edit quickly by drag and drop.

January 2026 - Week 3
Mon 13
Tue 14
Wed 15
Thu 16
Fri 17
Sat 18
Sun 19
AY
Ahmet Y.
API Development
Sprint
EK
Elif K.
Training
Project Management
MD
Mehmet D.
UI Design
Leave

Gantt Features

Drag and Drop

Change a task's date and duration by dragging it.

Dependencies

Show dependencies between tasks with arrows.

Filtering

Filter by resource, project or date.

Zoom

Switch between day, week or month views.

Workload Analysis

See each resource's current workload and distribute tasks evenly to prevent overload.

1 Define Capacity
2 Assign Tasks
3 Monitor Load
4 Balance

Capacity Planning

Source Weekly Capacity Assigned Hours Utilisation Rate State
Ahmet Yılmaz 40 hours 30 hours %75 ● Medium
Elif Kaya 40 hours 38 hours %95 ● High
Mehmet Demir 40 hours 16 hours %40 ● Low
Attention

A load above 90% shows that the resource is overloaded. This can lead to delays and quality problems. Redistribute the tasks.

Conflict Management

The system warns automatically when a resource is assigned at clashing times. You can resolve conflicts with one click.

3 Conflicts Detected
  • Ahmet Yılmaz - 2 tasks clash on 15 January between 14:00 and 16:00
  • Meeting Room A - 2 bookings on 16 January at 10:00
  • Service Vehicle 1 - a task clashes with maintenance on 17 January

Conflict Resolution Methods

Shift the Time

Change the time of one of the clashing tasks.

Change the Resource

Assign the task to another available resource.

Split

Split the task into parts and spread them over different times.

Cancel

Cancel or postpone the lower-priority task.

Recurring Tasks

Define regularly occurring tasks as recurring. The system creates the task automatically at the set interval.

Recurrence Intervals

Period Description Example Use
Daily At the same time every day Daily stand-up meeting
Weekly On selected days Monday sprint planning
Every Two Weeks Every 14 days Sprint retrospective
Monthly On a set day of the month Monthly maintenance check
Dedicated A defined RRULE The first Monday of every quarter
Tip

Create a template for recurring tasks. Then the task description, checklist and assigned resources are filled in automatically on every occurrence.

Integrations

The Planning module works fully integrated with SODOO's other modules.

Project

Project tasks are reflected in planning automatically. Filtering by project in the Gantt.

Helpdesk

Assign and plan support tickets for technicians.

Field Service

Plan field tasks with route and time optimisation.

Human Resources

Employee leave and holidays are included in planning automatically.

Calendar

Planned tasks are also shown in the calendar view.

Manufacturing

Machine and operator planning for work orders.

Reports

Analyse resource use, efficiency and planning accuracy.

Available Reports

Report Description Used For
Resource Utilisation Rate How much of each resource's capacity is used Capacity planning, hiring decisions
Planned vs Actual Comparison of the estimated and the actual time Improving estimate accuracy
Efficiency Trend Change in productivity over time Performance tracking, areas for improvement
Conflict History Conflicts that occurred and their resolution times Improving the planning process
Overtime Analysis Overtime and under-time Work-life balance, cost control
Note

All reports can be exported in Excel, PDF and CSV formats. You can also do custom analyses with pivot tables.