View and Edit Time Off in Resource Planning

Background

For projects using Resource Planning you can manage time off for your team. You can view or edit time off at any time.

Things to Consider

Steps

You can view and edit people's time off from the following places:

  • The Time Off List

  • A Person's Profile

Tip icon Tip

You can also view time off on the Assignments Gantt.

View and Edit Time Off from the Time Off List

  1. Navigate to the Company level Resource Planning tool.

  2. Click Time Off and select Time Off List.

  3. Locate the user record to view their time off. See .

  4. Update the information in line.
    OR
    Hover over the row and click the edit icon-edit2.png icon. Update the information, then click Save.

Tip iconBulk Edit Time Off

  1. Navigate to the Company level Resource Planning tool.

  2. Click Time Off and select Time Off List.

  3. Mark the checkboxes of the time off entries you want to edit.

  4. Click the edit icon-edit2.png icon.

  5. Enter the time off information.

  6. Click Save.


View and Edit Time Off from a Person's Profile

  1. Navigate to the Company level Resource Planning tool.

  2. Click People and select People List.

  3. Click the person's name.

  4. Click the Time Off tab.

  5. To edit, click the edit icon-edit2.png icon.

  6. Update the time off, then click Save.