Best Practices: PTO Time in Work Front?

None of the links work... :( Delphine Campes Director of Project Management & Marketing Campaigns Pluralsight

Hi Delphine, Here are the links "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=d5605ee8-cb58-42ad-b5a8-b5c3bacadd65&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm0"> 1. "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=d5605ee8-cb58-42ad-b5a8-b5c3bacadd65&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm0" Persona Time Off 2. "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=8cafd406-d815-4d4a-8075-7e61c3b4c2b8&CommunityKey=ccf3381b-a473-4ef2-9f81-4dd3244cf522&tab=digestviewer#bm0">Has anyone figured out how to report time off? 3. "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=c52f516b-b9d2-4a80-8166-3a14bbaaab96&CommunityKey=ccf3381b-a473-4ef2-9f81-4dd3244cf522&tab=digestviewer#bm0">Vacation Time Also, see the reply to one of above threads by Doug which has been endorsed by other community users " Hi David, Correct: for trasparency and reportability, I am proposing you NOT use PTO within Workfront, and instead use a standard project to record PTO. For best results, I also invite you to consider: - creating one such project per year (eg 2016 PTO) for everyone, ideally; or per month/business unit if you have too many people - establish procedures to have people book time as tasks on the PTO project: one task, one assignee, per PTO event (e.g. if Doug, David, Eric and Nate are golfing this Friday afternoon, that is 4 separate Tasks; and if Doug is also vacationing in Europe all of August, that is one other separate Task) - convert your current data to this PTO format - drop your PTO events (and create a PTO Exception report to highlight any that sneak back in the "old" way), to avoid double-counting and showing people as iver allocated - create a common dashboard called PTO; or "vacations", "kitchen calendar", etc. -- whatever best suits what your company calls it, for all to see within Workfront - on that dashboard, show the current year's PTO project(s) in calendar format - show people how they can easily toggle people on and off to visualize (just) what they need, or even make their own calendars (e.g. My Golf Games, My Vacation in Europe) - Bonus 1: because these are Tasks, you can add custom data, and show that custom data on the calendar - Bonus 2: this approach can be extended into a sophisticated Vacation Request solution(e.g. raise an issue to request a vacation, tie it to an approval path, then convert it to a task, etc.) - Bonus 3: AtAppStore has a just released a draggable calendar for Workfront...in case my golf game gets a rain delay Regards, Doug " Kind Regards, Nitin Gupta Work Management Australia

Here's the text mode for a column you can use in user reports to show future time off Time Off Column. This shows all time off whose end date isn't less then today: displayname=Time Off listdelimiter= listmethod=nested(reservedTimes).lists textmode=true type=iterate valueexpression=IF({endDate}<$$TODAY,"",CONCAT({startDate}," - ",{endDate}," ")) valueformat=HTML -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

Hi Amy. Unfortunately, Workfront's PTO didn't work for us. We actually created a PTO request queue where employees can go in and request time off and it routes directly to their manager for approval. We then built a calendar to show company-wide PTO broken out by department. We didn't want to use Workfront's PTO because there's no way for managers to approve, no way to "lock in requests", etc. If you want to pull in PTO requests to resourcing, you can convert the issues to tasks on the same project you use for the request queue and it will show in the user's overall allocation. I hope this helps! Feel free to reach out if you have any questions or want more information. Thanks. Brooke Vaughan Rockfish Interactive Corporation

Hello Melinda Apart from what has been said above (and what inspires me to also think of a PTO project and abandon the Timeoff sheets) there are a few drawbacks with your proposed solution. 1) There are gaps in the list. I was led to believe that they are caused by the vacation days in the past. This we solved by putting in paragraphs ( ) rather than line breaks ( ). For whatever reason this works well in a single report, but not in a dashboard. It seems in a dashboard the spacings of paragraphs are much wider. 2) The dates are not sorted. I don't have a solution for that and that is the main reason why I will probably go for the PTO project solution. Roland Hofmann Atlas Copco Synatec (DGB)

" We actually created a PTO request queue where employees can go in and request time off and it routes directly to their manager for approval" How did you set up the request routing? I'm assuming you created a queue topic for the project and a routing rule to 'send' the request to the user.manager....but I'm struggling with the autoroute component Jim Brown FujiFilm Medical Systems, USA

We have an approval set up which is attached to any new issue. For us, we have the approval assigned to a team, which his composed of all the managers/leads. Alternatively, you can have the request routed to the Primary Contact's manager, as seen below. This assumes that you have the "reports to" field filled in on the user profile.