Non-Project Related Availability, Personal Calendars (v10.xx)

Non-Project Related Availability, Personal Calendars (v10.xx)

An accurate forecasting of your resources should also include non-project related activities such as vacation, public holidays, and so forth. A public holiday calendar can be created and associated with specific locations, consequently impacting corresponding resources. Each resource can log personal calendar entries directly in Cerri Project whenever their time cannot be booked to work on projects (vacation, training, etc.).


Create a personal calendar entry


Users can specify when they will be unavailable for work on projects. These entry types require approval, most commonly from the resource’s manager.

To create a new unavailability:

  1. Navigate to the [Resources] tab.
  2. Select "New unavailability" from the contextual navigation menu on the left, under the "Calendar & unavailability" section.




Header

Resource name

Resource the unavailability is for.

Status

Current status according to the approval process.

Action

Possible action according to the workflow.

Modified

Date and time of the last modifications.






Unavailability Period

Type

Type of unavailability. The possible values come from the Availabilities management setup.

From

First day of the unavailability.

To

Last day of the unavailability.


In case of a non-worked day, change it to a working day?

If "Yes" is selected, the unavailability corresponds to a worked day. This allows a normally non-worked day to be marked as a worked day (e.g. working on week-ends). In this case, ensure that the unavailability percentage is accurate. To indicate that the full day will be worked, the unavailability percentage should be 0%.

Unavailable to

The percentage of unavailability.







Duration

When the unavailability will occur. Possible values are: Whole day, Morning, Afternoon.

This is mostly used for unavailability lasting less than a day.

Description

Description

Any necessary additional comments




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