I have "Time off" and company holiday calendars created where my team can add their PTO and I can add company holidays. I would like the workfront project tasks to "skip" over/blackout a PTO date for that employee that indicates a PTO date. And also for tasks to "skip" over and account for company holidays. This fuction seems to work for some of my team but not others. Is there specific steps that I need to take to have this function reflected for everyone? I was trying to locate some type of guide or tutorial on this subject, but I can't seem to find what I'm looking for. Any guidance would be appreciated!
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If it's working for some teams and not others I would check your template and project settings. You want to ensure that in set up you have the option turned on for the instance or group.
There's also a setting further down to check for how you want Workfront to handle when multiple people are assigned to the same item.
And on the projects and templates you have a schedule attached and the setting consider time off turned on.
If it's working for some teams and not others I would check your template and project settings. You want to ensure that in set up you have the option turned on for the instance or group.
There's also a setting further down to check for how you want Workfront to handle when multiple people are assigned to the same item.
And on the projects and templates you have a schedule attached and the setting consider time off turned on.
In addition to the info Monique gave - for company holidays/closings, you'll want to add those into your Schedules as exceptions. See bottom half of this article on that.