Applies to

Resource Management

Capabilities

Who can use this capability

Resourcing Administrators and Portfolio Editors can configure holidays and weekends.

Configure holidays and weekends

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

PLANS

  • Resource Management

Permissions

Resourcing Administrators and Portfolio Editors can configure holidays and weekends.

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

Your team could work a four-day work week for team members unavailable Friday through Sunday. Or you could have some team members working every day of the week. Some companies consider Friday and Saturday nonworking days and Sunday as the start of the work week. You can adjust the length of the work week based on your needs.

This image shows the adjustable settings for the length of a work week

To set your work week

  1. Select Settings.
  2. Choose Account Settings.
  3. On the Account Settings page, scroll down to Time Tracking
  4. Enter details for your work week in these fields:
    • Work Hours in a Day 
    • Work Days in a Week 
    • Start of Work Week
  5. At the bottom of the Account Settings page, select Save

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.

Managing holidays 

Official holidays 

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

To add an official holiday

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. Select Settings.
  2. Choose Account Settings.
  3. On the left menu, select Official Holidays
  4. Enter the details for the holiday.
  5. Select Add

You have to add holidays one at a time. You can not add them in bulk. 

Regional holidays

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

To create a regional holiday or leave type

  1. Select Settings.
  2. Choose Account Settings.
  3. On the left menu, select Leave Type.
  4. Enter the details for the holiday/leave type.
  5. 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.

To 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.
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