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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
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
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- Thanks, I appreciate the feedback. I was hoping it would not require me manually making the change but I guess that's not the case in the group scenario. I will do some experimenting and see what happens. Thanks again!