What's new in Odoo 20 Projects & Services

Planning > Configuration > Materials

A material resource such as a van, a tool or a machine can be given an Assigned To employee in Planning. Whenever that employee is placed on a shift, the material is added automatically to the resources of the same shift. In practice, a technician's van or equipment is booked together with the technician, so planners do not need to add it to each shift separately.

Planning > Configuration > Settings; Planning > Schedule > By Resource > Actions > Auto Plan

When Field Service is enabled, the Auto Plan action takes into account the geolocation of each customer address. Shifts are matched to technicians with travel distance in mind, in addition to their availability and roles. Planners run it from the By Resource schedule to fill open shifts with technicians who are well placed to reach the customer. The setting is made once in the Planning configuration.

Planning > Reporting > Customer Ratings

After an onsite intervention, customers can rate the service. Ratings are collected for each shift and listed in a Customer Ratings menu under Reporting, showing the technician, the customer and the comment left. Managers use this report to follow customer satisfaction for field work. The feature depends on the Field Service and Customer Ratings settings being enabled. Ratings are tied to individual shifts.

Planning > Configuration > Settings > Operations > Confirmation Email

A Confirmation Email setting in the Planning settings controls whether customers automatically receive an email when their intervention shift is published. The setting also lets the administrator choose which email template is used for that message. It is found in the Operations section of the Planning configuration settings. Administrators set it in the Planning configuration, and it then applies whenever an intervention shift is published to the customer.

Planning > Maps > Live Map

The Live Map in the Planning Maps menu shows where each technician is located, next to the list of their current interventions. Technician positions come from their check-ins with geolocation. Dispatchers use it to see who is where during the day. It requires Field Service to be enabled in the Planning settings. The map is found in the Maps menu of the Planning app.

Planning > Maps > Timeline

The map timeline, found under Maps > Timeline, combines a map of shift addresses with a timeline of each technician's day. Planners can see where interventions take place and which technicians are free at a given time in one screen. It is available once Field Service is enabled in the Planning settings. Planners use it when deciding which technician to send to a visit.

Planning > (shift) > Print > Field Service Report

Custom fields added with Studio to the worksheet part of a shift are printed on the intervention report. They are also shown on the customer portal, grouped in the same way as on the shift form. This lets companies include their own data in the report given to customers. Field Service and Worksheets must be enabled. The report is printed from the shift.

Planning > shift > Equipment > View Shifts

Shifts list the customer's equipment, identified by serial numbers. From an equipment card, a user can open all the shifts performed on that item, giving the full intervention history of the machine. Technicians and planners use this to see past work before a visit. Field Service and Equipment must be enabled. Planners and technicians find View Shifts on the equipment cards shown on the shift form.

Planning > Configuration > Settings > Travel Fees

A Travel Fees setting adds travel costs to the invoice of interventions. The administrator chooses between a Fixed Fee based on travel time and a Fee per Distance, and selects the product used to invoice the travel. The fee is then included when interventions are invoiced to the customer. The setting is located in the Travel Fees section of the Planning configuration settings and is used for interventions invoiced to customers.

Website > /service-requests; Planning > Schedule > Service Requests

A website page at /service-requests lets customers describe the service they need and enter their address. Each submission becomes an unscheduled shift listed under Schedule > Service Requests, where a dispatcher plans it. Customers cannot book a time slot themselves; scheduling stays with the company. The request form is published on the website, and submitted requests wait in the Service Requests menu until a dispatcher gives them a date and a technician.

Planning > Configuration > Worksheet Templates; Shift Templates > Worksheet Template

Worksheet templates define their questions as property fields stored on the template. When a worksheet is filled on a shift, the answers are saved as property values, so no separate Studio model is created for each template. Shift templates have a Worksheet Template field, so shifts created from a shift template come with the right worksheet. Field Service and Worksheets must be enabled.

Planning > Planning > All > shift

Shifts linked to a project have a Task field, so planners can schedule the exact project task someone will work on during the shift. The task is selected on the shift form once a project is set. This lets project work be planned at task level rather than only per project. The field is available on shifts that are linked to a project and is set from the shift form in the Planning app.

Planning > Planning > All > shift

A single shift can have several resources, including employees and materials. Everyone and everything assigned to the shift shares the same time slot. This is set directly on the shift form by adding more than one resource. For example, a technician and the material they need can be booked on one shift. Planners add the resources from the shift form in the Planning app, and the shift then shows for each of them in the schedule.

Planning > Planning > All > shift

Field service shifts have a priority level of Low, Medium, High or Urgent, displayed as stars. When Auto Plan runs, it handles higher-priority shifts first, so urgent interventions are assigned before less pressing ones. Field Service must be enabled in the Planning settings. The priority is set on the shift form by clicking the stars, and planners can rely on it so that the most important visits are handled first by the automatic planning.

Planning > Schedule > By Resource

The Gantt and Calendar views in Planning include a side panel listing shifts that still need to be scheduled, meaning items without dates such as service requests or sales order lines. A planner drags an item from the panel onto a resource and a time to schedule it. Planners reach this panel from the By Resource schedule and use it to turn waiting requests into dated shifts.

Planning > Configuration > Settings > Send Planning

A Send Planning setting lets the company choose whether schedules are sent by Email or WhatsApp. With WhatsApp selected, published schedules are delivered to employees' work phones using approved WhatsApp templates. The choice is made in the Send Planning section of the Planning settings and applies to schedules sent to employees. Employees then receive their published shifts through the selected channel, and the WhatsApp templates used must be approved.

Project > Configuration > Project Roles

Each project role, such as Project Manager or Electrician, has a Team Members field. When a project is created from a template, the users listed on a role can be chosen for that role, and in Enterprise they are filled in automatically. Project managers set up roles once and reuse them when starting projects from templates. Roles are listed in Project > Configuration > Project Roles.

Project > open project > gear icon > Share Project

Project collaborators are stored separately from followers. A customer can get portal access to a shared project with an access level of View, Edit or Advanced Edit without being made a follower, so they do not receive every notification. Project managers set this from the Share Project option in the project's gear menu. Collaborators can then work in the portal while notifications stay limited.

Project > Tasks > Gantt view > gear icon > Print

The task Gantt view has a Print action in its gear menu. It prints the tasks of the period on screen as a PDF schedule. The action works with the Week or Month scale and is not available in the Day scale. It gives project managers a printable PDF of the planned tasks. The Print action uses the period currently displayed in the Gantt view.

Project > Reporting > Margins or Forecast Margins

Project profitability is shown in dedicated reports instead of a panel on the project dashboard. Budget, actual margins and forecast margins have their own views: Margins and Forecast Margins under Project reporting, plus a project budget overview in Enterprise. Project managers and controllers use these reports to follow the financial results of their projects. The reports are found under Project > Reporting.

CRM > open opportunity > gear icon > Create Project

A 'Create Project' action on CRM opportunities turns an opportunity into a project based on a project template. After that, a smart button on the opportunity shows the linked projects and tasks. Sales teams handing over won deals to delivery teams can start the project straight from the opportunity. The link between the opportunity and its projects remains visible through the smart button.

Timesheets > Configuration > Settings; Timesheets > Assistant

Timesheets includes an Assistant page that reads the user's computer activity from ActivityWatch, a tracker that runs locally on the user's machine, and turns it into timesheet suggestions. The feature is switched on through the Timesheets Assistant setting, and the Assistant page offers a banner to install ActivityWatch. According to the item description, the tracked data stays private. The Assistant page is opened from the Timesheets menu once the setting is active.

Timesheets > Configuration > Timesheets Assistant > Assistant Rules

Each timesheet assistant rule has an Applies To setting that controls who uses it. The choices are Everyone, Departments with a list of selected departments, or Private, which keeps the rule for its author only. This lets teams share common tracking rules while users keep personal ones. The setting is found in the Applicability section of each rule, under the Timesheets Assistant configuration menu, where rules are created and managed.

Timesheets > Configuration > Assistant Rules > [Rule] > Tracking Behavior

An assistant rule can be flagged as a Side Activity. Activities that match such a rule, for example checking chat or email, are recorded as brief interruptions, and the project and task proposed for the main work done just before stay unchanged. This keeps brief distractions from breaking the timeline of the work being tracked. The option is in the Tracking Behavior section of each assistant rule in the Timesheets configuration menu.

Timesheets > Configuration > Assistant Rules > [Rule] > Tracking Behavior > Threshold

Each timesheet assistant rule has a Threshold expressed in minutes. An activity matched by the rule only appears in the timesheet suggestions after it has lasted at least that long, which filters out very short activities that would clutter the list. The threshold is set separately for each rule in its Tracking Behavior section, under Timesheets > Configuration > Assistant Rules, so different activities can require different minimum durations.

Helpdesk has a filter that finds tickets whose most recent message was written by the customer. Teams use it to spot tickets that are still waiting for a reply from the support side.

Before a ticket is closed automatically, the customer receives a reminder email. This gives the customer a chance to respond before the ticket is closed.

Helpdesk uses AI to detect tickets that are similar to one another. It then offers the support team suggested answers based on those similar tickets.

Planning > Maps (By Resource, Timeline)

Odoo 20 has no separate Field Service app. Field service is provided inside Planning by the planning_field_service module. Interventions are Planning shifts that carry a customer and an address. Planning gains a Maps menu (by resource, timeline and live map), and worksheets, reports and stock are added through planning_field_service_* modules. Dispatchers and technicians work on interventions from Planning. Maps offers By Resource and Timeline views.