This module allows to plan in advance the start/end dates and assignees for the sales order lines that are services, and they are transferred to the created task (if any) when confirming the order.
It includes a timeline view for pre-viewing and managing the planning.
In addition, this planning is shown in the order portal view.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Plan start and end dates plus assignees on service lines of a sales order, then carry that planning over to the task created when the order is confirmed. A timeline view and the customer portal show the planning.
This module adds planning fields to service lines of a sales order: a Task Start date, a Task End date and a list of Task Assignees. These fields are visible in the order lines list, but only for service products, and they can only be edited while the order is still in draft or sent state.
On the sales order form a Planning button appears in the button box as soon as the order contains at least one service line. It opens a timeline view of the service lines, grouped by assignee, where each bar shows the line description and the planned quantity. Lines without assignees are shown in white.
When the order is confirmed and a task is created for a service line, the planned start and end dates are copied to the task, the end date also becomes the task deadline, and the chosen assignees are set on the task.
The customer portal order page also gets a Planning section: a table listing the task, its start date, end date and assignees, but only for lines that have at least one of these values. The module touches sale.order, sale.order.line and the task creation values, and depends on sale_timesheet and project_timeline.
Depends on
Models and fields (2)
- sale.order · extends an existing modelany_service_line
- sale.order.line · extends an existing modeltask_date_end (Task End), task_user_ids (Task Assignees), task_date_start (Task Start)
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/timesheet.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0- Go to Sales \> Orders \> Quotations
- Create a new record.
- Add a line with a product of type "Service".
- A new smart-button "Planning" will appear.
- On optional fields, you will find 3 fields for setting manually the planning data: "Task Start", "Task End" and "Task Assignees".
- You can also click on the "Planning" button and plan the dates visually in the timeline view.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.