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manage the locations of your own company's facilities and resources in addition to the locations of your clients and projects |
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| Setting | Description |
|---|---|
| Projects and resources may be associated with this location | Tick the checkbox if you want projects or resources to be assignable to this location |
| Hours/Day for Task Planning | When you create a new project, the location determines the Hours/Day setting found on the project info tab. This can be overridden on a per project basis. |
| Working Day | Tick the checkbox for each day of the week you expect resources to work |
| Duration | Type in the number of hours you expect someone to work this day |
Holidays Tab
| Tip |
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Watch Best Practices: Year End Projector Tasks webinar (go to 14:30) for a video demonstration of how to update holidays by location. |
If this location is used for resources or projects then you should fill out the holiday schedule. Resources do not need to enter time on holidays. For schedulers, the holiday schedule lets them know when resources are out-of-office. If you are using our scheduling module, then you should enter holidays even if the location is enabled for Projects only. This is because unnamed resources will use this holiday schedule.
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The options on this subtab are pretty self explanatory. Click Edit on any existing row to change the date, name, or whether it is a full-day or half-day off. To add a new holidays, click the New button at the bottom of the list. You can add half-days or less than full days by un-ticking the Partial the All Day checkbox. The number of hours you enter will be subtracted from the resource's normal working hours.
Copy Holidays From One Location to Another
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| Warning | ||
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If you are adding holidays for a new year, do not edit existing holidays and change the date. This will break the baselines of all your reports. You should add each holiday for the new year manually. |
Mileage Rates Tab
| Tip |
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Watch Best Practices: Year End Projector Tasks webinar (got to 12:55) for a quick demonstration of how to update Mileage Reimbursement Rates. |
Based on a resource's location you can set the reimbursement rate for distance traveled. The rate is time phased based on the incurred date. Finally, you can choose whether distance is measured in kilometers or miles.
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