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Resource Pool - Vacation Allocation

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Laureen Cliffor
Occasional Advisor

Resource Pool - Vacation Allocation

Hello, I have been working with Staffing Profiles and Resource pools and I am trying to figure out how to allocate individual resources vacation time.

I have allocated time to projects however without including vacation this is not an accuarate representation of my staffs availability.

Thank you
4 REPLIES
Mark Clifford
Occasional Contributor
Solution

Re: Resource Pool - Vacation Allocation

Each resource has a calendar in PPM. You can adjust each resources calendar to show Non-working days (like vacation). When you set days on a resource's calendar to non-working the resource's and resource pool capacity is decreased.
You can find the calendar by searching for a resource, opening the resource's profile page and clicking the Calendar tab. Security Access grants need to be in place for managers or resources to edit their calendars.
Laureen Cliffor
Occasional Advisor

Re: Resource Pool - Vacation Allocation

I will try this solution. Thank you.
Marnie Combe
Acclaimed Contributor

Re: Resource Pool - Vacation Allocation

I understand how to use the calendar functionality, but would like to know if there's a way to extract the information so that I, as a resource manager, can see vacation across my entire team.
sebastianrm
Super Collector

Re: Resource Pool - Vacation Allocation

Hi,
I think you cannot see that from an only portlet.

A technical option it to manually register vacations for each resource, which will automatically pull down resources capacity on Resource Pool, and, then build a portlets that consolidates that information.

Second, and a metodology one is to use a vacation request process by making a request type where users (or managers) ask for, since it is suppose that vacations implicates a reassign and an artistic resource redistribution, you may want to digitizes this process. Ones the manager approves vacations you can make PPM itself to set non-working days on resource calendar by using update sql functionality on an execution step.

Hope it helps,

Sebastian
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