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how we can maintain time off ( absent, vacation, holidays) in resource management

ShravanK Super Contributor.
Super Contributor.

how we can maintain time off ( absent, vacation, holidays) in resource management

Hi Everyone,

 

Can anyone guide me how we can maintain time off ( ie. absent vacation, holidays) in resource management while assigning resources.

Do we need to set this indiidually in every resource's calendar if you want or any other process.

Is there any process that we usually foloow be default or is there any document where we can get this information.

If any one send information soon, that would be up very beneficial to me.

Best Regards,

Shravan

2 REPLIES
Chris18 Trusted Contributor.
Trusted Contributor.

Re: how we can maintain time off ( absent, vacation, holidays) in resource management

You can set holidays centrally for all users. I don't know if this would be location or system dependent - we only have one location. Anything individual would have to be maintained by the users themselves. It might be possible to import from other calendars, but not something we have investigated. The driver for the users to maintain this information is that if they do not enter planned time off in their PPM calendar, they may get assigned to work, haha! We did discuss having an approval of planned time off in PPM. It should be possible to do, but all we did was a portlet with aggregated information for the managers.

/Chris

Amishra  Honored Contributor..
 Honored Contributor..

Re: how we can maintain time off ( absent, vacation, holidays) in resource management

Hi Shravan,

You can create location specitfic calendars e.g. one for US, one for UK etc. to manage the public holidays etc. These public holidays will need to be manually updated in these location specific calendars. After that you need to update all the resources belonging to specific locations to use their respective calendars; that way the public holidays will be cascaded down to all the individual resources using those calendars. 

The personal leaves will need to be managed by the resources themselves, they will have to manually update the leaves (planned, unplanned etc) in their own calendar.

That way the actual resource capacity will be visible to the resource managers and will be helpful for them when they are doing the actual assignment. 

You can refer to resource management config/ user guide. 

 

Regards,
Ajay Mishra