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Exceptions for Resource Group Calendar?
What is the best way to track vacations and time off for a resource group? Is there a way to place exceptions in the resource group calendar or does this necessitate having individual calendars for t...
- Mark_D_Hill,
Yes you can do that but remember, when that one individual is off, the max units for the group is 300%. In that regard, the group "days off" should be handled by the Resource Availability as opposed to using Exceptions. An exception would apply to the whole group, unless perhaps all members of the group have a common time off, like for training or something.
You may find its easier to work with 4 individual resources than trying to use a group resource, particularly with discretionary days off.
I suggest you try a couple scenarios doing it each way (i.e. group versus individual) and see if either is a clear winner for what you need.
John
Mark_F_Hill,
Resource groups do not take vacations, individuals in the group do. You could create exceptions in a custom group calendar but what about concurrent or overlapping time off by individual members? If there are no concurrent or overlapping individual time off periods, other than common holidays, a custom group calendar with exceptions is your best option.
However, if you really want/need to track individual non-working days then your best option is to create individual resources. You can still identify those resources as part of a group (i.e. the Resource Group field) but it won't be a true group resource that assign as a group.
So what is it you most need to track, individual non-working time, or a generic work group that can be assigned as a group type resource?
As far as tracking resource time off in a report type of format, I have a couple of macro that do it as an Excel report.
John
Resource groups do not take vacations, individuals in the group do. You could create exceptions in a custom group calendar but what about concurrent or overlapping time off by individual members? If there are no concurrent or overlapping individual time off periods, other than common holidays, a custom group calendar with exceptions is your best option.
However, if you really want/need to track individual non-working days then your best option is to create individual resources. You can still identify those resources as part of a group (i.e. the Resource Group field) but it won't be a true group resource that assign as a group.
So what is it you most need to track, individual non-working time, or a generic work group that can be assigned as a group type resource?
As far as tracking resource time off in a report type of format, I have a couple of macro that do it as an Excel report.
John
Hi John,
I have 4 individuals that are part of a group and I was trying to determine the best way to capture their vacations, days off, sick days, etc. I was leaning towards individual resource calendars but hoping that there was a way to do that within a group instead.
I have 4 individuals that are part of a group and I was trying to determine the best way to capture their vacations, days off, sick days, etc. I was leaning towards individual resource calendars but hoping that there was a way to do that within a group instead.
- Mark_D_Hill,
As I explained, you can do it at a group resource level but only if none of the 4 individual resource exceptions overlap.
Vacations are resource based whereas "days off" are more likely company/national holidays. So if you separate those, then exceptions (vacations) for a group resource may be feasible (i.e. no overlap). I also notice you mention sick days. Do your resources "plan" sick days? That's a bit unusual.
John- So, in my example, if I have 4 and put them in a group at 400%, then one goes on vacation, I can put that in the resource group's calendar, so long as another day off or vacation does not impact the same time frame? No, they do not plan "sick" day but they do tend to take days here and there that are not vacation day and are at the discretion of manager of department.
- Mark_D_Hill,
Yes you can do that but remember, when that one individual is off, the max units for the group is 300%. In that regard, the group "days off" should be handled by the Resource Availability as opposed to using Exceptions. An exception would apply to the whole group, unless perhaps all members of the group have a common time off, like for training or something.
You may find its easier to work with 4 individual resources than trying to use a group resource, particularly with discretionary days off.
I suggest you try a couple scenarios doing it each way (i.e. group versus individual) and see if either is a clear winner for what you need.
John