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| Warning | ||
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WARNING - For Resources that are active as of January 1st of the year Granted PTO hours should be granted for the first of the year. For Resources that are hired within the year, the Granted Hours must be issued as of their hire date. Any hours granted prior to hire dates are not included in the report. The reasons for this are complex. Unfortunately for users that do not fit this model we don't have a way of reporting on PTO that will tie out to areas like Request Time Off. You'll need to run Projector reports to get actual time off and then balance things outside of our software. |
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- Hours Fields -> Person Hours - number of hours reported against both projects and time off
- Time Off Fields -> Available Time Off - available time off at the end of a reporting bucket.
- Time Off Fields -> Granted Time Off - amount of time off granted in a reporting bucket
Row Fields
You'll likely find the following row fields useful:
- Resource Fields -> Resource Display Name - the name of the resource the hours are associated with
- Time Off Fields -> Time Off Reason - returns values listed in your Time Off Reason Editor
Granted Time Off
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- Include actual vs projected indicator - untick this!
The screenshot below shows the problem I'm talking about. Note the orange box that indicates the boundary between actual and projected hours. Now look down and see that in the first projected field the available time off has suddenly gone to negative 24 hours. This happens because pivot tables start subtracting from zero again once you cross the line.
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If you are trying to create a report that matches what resources would see in the Request Time Off area of Projector Web, then also tick the checkboxes for:
- Include requested hours in projections
- Include unapproved hours in actuals
