Having an accurate view of resource utilization is critical to properly staffing your projects. When time off is scheduled for a user, their available capacity is adjusted and will appear in the following areas of Kantata OX:
- The Resource Center timeline
- The project’s Resourcing tab
- The User Details side panel
- The Task Details side panel
- Analytics Reports
By default, only Account Administrators can manage time off for users. However, you can also allow managers to add time off for direct reports or allow individual users to manage their own time off. This is done in the Manage Time Off section of Time & Expense settings.
In the Resource Center and the Resourcing tab of a project, scheduled time off is represented by a small, gray triangle in the upper-left corner of a day, week, or month in the timeline. The compactly-striped gray bars represent days when a team member has all of their capacity scheduled as time off. You can quickly see the total number of hours that person has scheduled off for the selected time period by clicking on the gray arrow to the left of the team member’s name.
Scheduled Time Off also appears alongside Holidays in the Time Tracking and Utilization reports, giving you a more complete picture of how your resources are being utilized.
Related Articles
- Time Off Overview
- Time & Expense Settings
- User Details Side Panel
- Resource Center: Allocations
- Resourcing in the Project Workspace
- How to Add Time Off
- Time Off Entries