Resource Allocation Vacation Time Approved

[#1]

In Workfront, we are using a team Calendar under Reporting which is populated with issue and task objects when time off has been approved (i.e., vacation, sick, jury duty, company holidays, etc.). To compliment this in Timesheets, we have customized the General Hours section to include rows for time to be recorded in the applicable category.

The gap that we are running into is after the time off is approved and is presented on the team calendar, the object is not assigned back to the resource that submitted the request. As a result, the approved time off isn't presented on the allocation pages and we run the risk of assign work to resources when they are scheduled to be out of the office.

Asking users to take the additional, manual step of going to their My Profile and entering the time-off under More > Time-off is in our opinion not an effective work around. However, the functionality provided when a resource does take this action (i.e., planned completion date automatically calculated based on the duration taking into consideration when time-off is entered on the individual resources More > Time-Off calendar).

In summary, we are looking for a feature within the tool that allows us to approve time-off requests on a shared calendar and have that object reflected on the complimenting resource allocation tools.

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Screen Illustrations

Team Calendar

Timesheet

My Profile > More > Time-off

[#2]

This would be great! LOVE this idea! It would be really great to easily see when a resource has time off. We did the same thing and created a PTO calendar as well as the General Hours to log time for those categories. A person could be allocated 40 hours but wouldn't be showing red in the resource planning/user utilization because that time is not recognized in allocation. We use to create tasks for each employee so that it would show in their staffing, but it became too messy. Would love to see an easy way to have the issues that people submit as PTO requests show up in allocation.

Another reason we don't use the built in function is because managers aren't given the option to approve the PTO request. We require PTO to be approved by the employee's manager before they can take it. This is not an option.

[#3]

To add another feature that has to do with PTO... we currently have a request queue for our PTO. If someone has a pending PTO request, and their manager leaves the company, or we have reporting restructuring, the pending issue does not recognize the change in manager, even though the routing rule is set to route to the issue owner's manager. Would be nice to have this work as well.