Learning Track
This Help Article appears in the Time Tracking in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
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Track Time Off or Leave
Applies to
Resource Management
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:
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Create an internal project to represent the vacation time for the year, for example "Vacation 2020".
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Set the start and end dates of the project to run the duration of the year (January 1st to December 31st).
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Create a phase for each person that runs the duration of the year.
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In Project Settings, set a time budget (in hours or days) per phase to represent each person's allowed vacation time in 2020.
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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.
