Applies to
Capabilities
Who can use this capability
Resourcing Administrators, Portfolio Editors, and People Schedulers can assign leave time to the schedule.
Assign leave time to the schedule
Resource Management allows you to create different types of time off and add that time off to the schedule so you know who's available to work on your projects— and when.
Who can use this?
Plans:
- Resource Management
Permissions:
Resourcing Administrators, Portfolio Editors, and People Schedulers can assign leave time to the schedule.
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
To add leave time to a person on the schedule:
- Select the People view of the schedule.
- Select the row and in the date range where you want to add the leave.
- Select New Assignment, then search for or scroll down to the leave type you want to add.
- Select a leave type from the bottom of the list. The leave will appear on the schedule.
By default, new assignments, including leave, appear on the schedule at 100% allocation for one week.
- Drag the assignment handles to adjust the duration. You can also adjust the duration by selecting the leave and manually change the dates
- Select the leave to adjust the allocation.
Unlike holidays and weekends, Resource Management does not automatically subtract leave hours from availability calculations. Hours scheduled as leave are treated just like work hours.
You may want to split assignments after you’ve added the leave.
Leave is only visible on the schedule, and it resembles a project. Since it is not a project though, it will not come through the integration panel in Smartsheet. Outside of the schedule tab, you can create reports to get a roll-up of all of leave resources are taking.