Configure holidays and weekends

Holidays and weekends can be configured in order to accurately budget time.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrator
  • Portfolio Editor

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

By default, a work week in Resource Management is five days. The work week begins on Monday, making Saturday and Sunday nonworking days.

 You can adjust the length of the work week based on your needs. For example:

  • Your team could work a four-day work week for members unavailable Friday through Sunday.
  • You could have some team members working every day of the week. 
  • Your company could consider Friday and Saturday as nonworking days and Sunday as the start of the work week. 

Set your work week

  1. Open Account Settings.
    • In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings. From the list on the left, select Account Settings.
    • In standalone Resource Management, select Settings > Account Settings.
  2. Scroll down to Time Tracking. 
  3. Enter details for your work week in these fields:
    • Work Hours in a Day 
    • Work Days in a Week 
    • Start of Work Week
  4. Select Save at the bottom of the page. 

On the Schedule page, nonworking days appear as light gray vertical bands. Resource Management doesn’t include nonworking days (official holidays or weekends) in availability calculations.

Manage holidays 

Official holidays 

Official holidays occur at all locations and appear as nonworking days.

Before you begin

Part-time availability takes priority over official holidays. For example, if you work with a part-time employee whose schedule falls on an official holiday(s), the worker appears as available on the holiday. 

To make the part-time employee appear unavailable on an official holiday, remove their part-time availability schedule on that day.

  1. Open Account Settings.
  2. From the list on the left, select Official Holidays. 
  3. Enter the details for the holiday and select Add. 

You have to add holidays one at a time. 

Regional holidays

For events that affect only certain locations, create a Leave Type (for example, Regional Holiday) and assign it as needed.

  1. Open Account Settings.
  2. From the list on the left, select Leave Types.
  3. Enter the details for the holiday/leave type and select Add. 

Once you add a new leave, it appears as an Assignment option. 

Workdays with leaves aren’t automatically subtracted from the budget. Any time dedicated to Leave is considered available time.

Remove project assignments that overlap with regional holidays

You can’t undo the removal of overlapping assignments. Double-check your schedule before you make this change.

  1. Select the assignment, and then select Allocation.
  2. Select Remove overlapping assignments.