Track Time Off or Leave

Applies to

10,000ft

This Help Article Appears in the Following Learning Tracks

Organizations typically have an approval process to check a person's leave balance before scheduling their time off.

You can 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:

  1. Create an internal project to represent the vacation time for the year, for example "Vacation 2020".

  2. Set the start and end dates of the project to run the duration of the year (January 1st to December 31st).

  3. Create a phase for each person that runs the duration of the year.

  4. In Project Settings, set a time budget (in hours or days) per phase to represent each person's allowed vacation time in 2020.

  5. When a person takes 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 remaining vacation time for each person.

Internal PTO projectInternal PTO project report