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.).
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 |
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