Non-project Related Availability, Personal Calendars (v8.xx)

Non-project Related Availability, Personal Calendars (v8.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 to specific locations, consequently impacting corresponding resources. Each resource can log personal calendar entries directly in Geniusproject whenever their time cannot be booked to work on projects (vacation, training, etc.).


  1. Create a personal calendar entry


Users can specify when they will be out and not available for work on projects. These entry types require an approval which is most commonly the resource’s manager.


To create a new unavailability:


  • Navigate to the [Resources] tab.

  • Select "New unavailability" from the contextual navigation menu on the left, under the "Calendar & unavailability" section.







Header

Resource name

The resource the unavailability is for.

Status

The current status according to the approval process.

Action

Possible action according to the workflow

Modified

Date and time of the last modifications






Unavailabil ity 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 way a normally non-worked day can be forced to become a worked day (for example when working on week-ends). In this case, be careful that the percentage is the unavailability percentage. So to indicate that the full day will be worked, the unavailability percentage must be 0%.

Unavailable to

The percentage of unavailability.







Duration

When the unavailability will occur. Possible values are: Whole daytime,

Morning, Afternoon.

Mostly used when the unavailability lasts less than a day.

Descriptio n

Description

Any necessary additional comments