Vacation time

PTO was also discussed on this thread. "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=d78e618e-d873-43f4-8697-4931e03f5b17&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bmd78e618e-d873-43f4-8697-4931e03f5b17">PTO The main thing here is that you would have to shift your process from users entering PTO on their user PTO calendar to entering PTO into a request queue. Once you have that, it can then be mapped into WF's calendar. On the calendar, you can identify the enteredBy, and plannedstart and plannedCompletion dates. Some drawbacks we found is that we opened up the Assign to field so the user assigns themselves into the request which they found odd. Once they've assigned themselves, this also turns up on their tasks list. Sometimes they feel like clicking Work On it and Done to get it off their plate before the PTO occurs. The calendar takes the actual start and completion date and displays that instead of planned start and completion date so the calendar would be inaccurate. We've removed the cons by doing some API calls and force actual start and completion dates. One of the other pros to this method, you can apply an approval process for PTO. Polly Co

Hi Lucas I am trying to run a "future vacation" report for all team members in WF. Basically trying to see who has time off March and April. Do you know if I need to run an hours report and if so, which filters should I select. I am stumped. Risa Wilson CHOA

Hi Risa, not sure if you are aware of the 'time off' calendar feature or not, but you might find this support article and video helpful: Create time off calendars and reports Terry Hynd EBSCO Information Services

You are a lifesaver...this is EXACTLY what I was looking for. Thank you!

Heads up, me and Dustin worked through something similar last month. Here's the Community thread for the exact text mode to pull a column into your view that adds up the PTO time used in days. It will also automatically not include any time already in the schedule as a Holiday. For example, if I mark my time off as Nov 25-30. The report will say 2 days instead of 4, because my company is closed on Nov 26 & 27th. https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=e20c91e9-97f6-4289-93a2-7d76741ac95e Monique Evans Stanley Black & Decker, Inc.