Question
A member of my team has 4 hours booked to time-off. The time-off is not reducing projected allocated time and the user appears as overallocated for this day. Why?
Answer
Time-off impacts/reduces project allocated hours only when time-off is booked for a full day. Partial day time-off does not reduce project allocations, and may result in a user appearing as overallocated/overutilized for the day/time period for the time-off.
For example
- Working hours for a user as defined in the user's profile is 8h per day, Monday - Friday.
- The user has a full day, or 8h, of time-off booked, for a single date, March 26.
- The user's available time is reduced by the time-off, subsequently reducing project allocated to account for the full day of time-off.
If this same user has time-off booked in the amount of 4h, or any amount of time less than the full day's working hours (8h), the time-off will not impact the user's availability nor will it reduce project allocated hours.
To work around this, project allocations can be manually adjusted, using the Split function, for the date or time period of the time-off thus resolving the user from appearing as overallocated/overutilized in People Schedule.
To split project allocations to account for partial day time-off
- Open People Schedule.
- Find the user in question.
- Locate the date or time period for the partial-day time off.
- Hover over a project allocation.
- Right click and move the mouse over Split, but do not select it.
- A vertical dotted line will appear on the allocation bar indicating where the split will happen.
- Ensure this line is appearing at the start of the day where partial time -off is booked.
- Click Split.
- The allocation bar will split into 2 allocations.
- On the same project allocation bar, hover over the date following the date of the partial time-off.
- Right click and move the mouse over Split, but do not select it.
- Ensure the vertical dotted line appears in the right place, after the date where partial time-off is booked.
- Click Split.
- The allocation bar will split again. Now there will be 3 allocations for the project, one ending on the day before the date of partial time-off, one for the date of the partial time-off and one starting on the day following the partial time-off.
Note: Total project allocated hours are not impacted by using Split. - Click on the middle allocation that overlaps the date of the partial time-off.
- Right click and select Edit.
- In the Allocation window, and update the allocated project hours value accounting for the partial day's time-off.
- Repeat these steps for all other project allocations spanning the date of the partial day time-off.
- Once all allocations are manually adjusted, the user will no longer appear overallocated and the schedule allocations will accurately reflect the total allocated project time, based on the partial day's time-off.
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