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To view scheduled time off, point your browser to https://appqaapp.projectorpsa.com/x/ScheduledTimeOffSearch or click Topics | Scheduled Time Off.
Permissions and Settings
You The following users can access this topic and view this topic:
- have the cost center permission View Scheduled Time Off
- users specified on a resource's profile as the Time Off Request Approver
The following users can approve time off if you:
- have users with the cost center permission Approve and Maintain Resource Scheduled Time Off and View Scheduled Time Off
- are users specified on a resource's profile as the Approve Time Off Requests user.Request Approver
You don't need to schedule holidays. Holidays are determined by a resource's location.
Each time off reason can optionally keep track of PTO balancesa time off balance. For example, Sally has 160 hours of vacation time per year. She has used 90 and has 70 remaining.
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Click the +Add button. Fill out the form and click Add. When you add time off, it is always approved by default. Only resources can request time off, you cannot request on behalf of someone else.
Edit
Click the iconthe drill down icon (blue arrow). Make your edits and save.
Approve
Tick the checkbox in the first column for time off requests. Click the Approve button.
Reject
Tick the checkbox in the first column for time off requests. Click the Reject button. Once a request is approved you cannot reject it. You must delete it instead.
Delete
Tick the checkbox in the first column for time off requests. Click the Reject buttonDelete button.
Time Off Requests Conflicting with Resource's Schedule
For those who approve time off requests, context is provided for any conflicts in the resource’s schedule during the requested period.
When reviewing a single or bulk time off requests, approvers can see exactly which projects and roles will be affected if the time off request is approved. Accessing the hyperlinked text open a new browser tab and navigate the approver to the conflicting roles in question.
Effective Time Off Hours
The Request Time Off dialog and the Scheduled Time Off page provides the total effective time off hours of a request. Effective time off hours is defined as the number of hours off taking into account the resource's normal working hours, holidays, and other time off hours within the date range.
In some cases, the approver may encounter overlapping time off requests. This happens when a resource requests time off for different time off reasons with the date range's overlapping or occurring on the same days. The approver is informed when there are overlapping time off requests when they drill into a request.
In the example pictured above, if one request is approved and the other still awaiting approval, the latter request shows the effective time off hours as 0.00 total hours. This is because the resource is already taking 31 Jan 2023 - 02 Feb 2023 off for a different time off reason. A tooltip will explain that the value differs from what was requested because the resource's holiday hours or other time off hours result in fewer hours available to be taken off. The tooltip will show whenever there is a discrepancy between the hours being requested and the effective time off hours. It is also worth noting that the detailed sections for "hours conflicting with requests" and "time off balances" uses the value of the effective time off hours in its calculations.
Search Fields
Fields you can search on.
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