How does time off affect allocations?

Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.

When you add an Hours/Day or Total Hours allocation, time off is automatically accounted for. For example, Chris has April 23rd booked off. If you add an allocation of 8 hours per day for the week of April 21st, Chris will be allocated to the project for 32 hours. He normally works 40 hours a week, but 8 of those hours are unavailable due to the time off.

Looking at the daily allocation, you can see Chris is not allocated for April 23rd.

If you add a Percent allocation, you can choose whether or not hours are allocated over time that is booked off. You can choose:

  • Scheduled Hours to base the allocation on the user's schedule alone, even if they've booked off time
  • Available Hours to have the system subtract time off from scheduled hours, and allocate based on that result

If you base allocations on scheduled hours alone, you risk over-allocation when resources take time off.

Booked time off is taken into account regardless of whether it is approved. However, time off entered on the timesheet is not taken into account and is not shown on the grid.

Time off added after the allocation

If time off is added after the allocation is made, the allocation is not adjusted. However, because the resource’s working hours are reduced for that period, the resource could now be over-allocated. Over-allocations are shown with a red triangle.

Related links

How time off works
Making adjustments to users' time off balances
Booking time off for a user
Editing or deleting time off bookings
Reviewing users' time off balances and history