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