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Custom Workweeks Overview

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With Custom Workweeks, Account Administrators can create Account Default Workweeks—defining the number of hours per day and which days are workdays for all account members. And for those that are working a different schedule—part time employees, for instance— the account default can be easily overridden to create a custom workweek at the user-level.

Plus, Master Planning automatically accounts for Custom Workweeks when calculating the available hours of each of your resources; you’ll quickly see which ones have the bandwidth to work on projects, and which ones are overallocated.

Custom Workweeks also allows you to tailor Mavenlink’s real-time Utilization Report to the realities of your business—regardless of whether your entire team works the same schedule.

Step-by-Step

How to Enable Custom Workweeks

  1. Hover over Settings on the left-side nav bar and select Schedule.
    Settings-Schedule-Left-Side-Nav-Bar.png
  2. Click Use Custom Workweeks.
    Use_Custom_Workweeks.png
  3. Initially, a 40-hour default workweek will be added. You can adjust this by clicking on each day individually and adding or changing the number of hours. Remember, too, that you can add more custom workweeks and make changes at the user-level later on.
    Custom-Workweek-Change-Hours.png
  4. You can add a Start Date, or you can leave it blank. If you leave it blank, Mavenlink will apply the workweek from the beginning of time. When you're done, click Save.
  5. You'll be notified that enabling Custom Workweeks permanently changes how possible hours are calculated for your account. Click OK.


Step-by-Step

How to Add Additional Custom Workweeks

  1. Hover over Settings on the left-side nav bar and select Schedule.
    Settings-Schedule-Left-Side-Nav-Bar.png
  2. Click Add a new workweek.
    Add-Another-Workweek.png
  3. Click on each day individually to add or change the number of hours for that day.
  4. Click in the Start Date field and select the Sunday on which you want the new schedule to begin. This sets both the start date for the new workweek, and the end date for the previous one—since only one workweek for each account member can be active at any given time.
    Workweek-Select-Sunday.png
  5. Click Save.
  6. You’ll see a warning that saving the workweek will apply it to all Account Members who do not currently have their own overrides. Click OK.
  7. The custom workweek will begin on the Start Date that you selected.

INFO

So that all schedules are standardized, Mavenlink requires custom workweeks to begin on Sunday.



Step-by-Step

How to Edit and Delete Custom Workweeks

  1. Hover over Settings on the left-side nav bar and select Schedule.
    Settings-Schedule-Left-Side-Nav-Bar.png
  2. Clicking on each day individually to edit or add hours.
  3. To delete a workweek, click Delete in the Actions column.
    Delete-Workweek.png
  4. When you’re done, click Save.
  5. You’ll be warned that saving your changes will apply the new workweek to all account members who do not currently have overrides. Click OK.



Step-by-Step

How to Override Custom Workweeks

We know that not all of your members follow the same schedule so we’ve added the ability to override the Account Default Workweek at the individual user level.

  1. Hover over Settings on the left-side nav bar and select Members.
    Settings-Members.png
  2. Select a member from the list to open the Account Member Details side panel.
  3. On the Schedule tab, you'll see the default workweek currently applied to this member. Click Add a new workweek.
    Add-Individual-Workweek.png
  4. A clone of the previous custom or account workweek will be added. Click on each day individually to customize the hours for each day.
  5. Click in the Start Date field and select the Sunday on which you want this member’s new schedule to begin. Click Save.
    Individual-Start-Date.png
  6. You will be notified that saving the custom workweek will change how hours are calculated for this member. Click OK.

INFO

When you enable custom workweeks, each team members' capacity (defined as workweek hours) will be determined by the Custom/Default Workweek and Holiday Calendars. 

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