Set up an internal project to see your team’s vacation time taken versus how much time off they're allowed to take.
To set up an internal project for leave planning:
- Create an internal project to represent the vacation time for the year, for example, "Vacation 2020".
- Set the start and end dates of the project to run for the duration of the year (January 1st to December 31st).
- Create a phase for each person that runs the duration of the year.
- In project settings, set a time budget (in hours or days) per phase to represent each person's allowed vacation time in 2020.
- When a person takes a vacation, assign them to the phase that corresponds with their name on this project.
Now, you can create a time report, grouped by phase name and then by team member, to see the remaining vacation time for each person.
Brandfolder Image

Brandfolder Image
