You could create a custom action that would add a task to a PTO project, that would be the most automated way of doing it.
Seeing PTO in resource load module..
We are trying to figure out a way to view PTO in the Resource Load module however it needs to be a Project type of Project first of all which skews metrics then each person on our team (100+ people) would need to be assigned a Time off Task for themselves only to plan for PTO.
Is there a better way of doing this?
We already track PTO in our Paychex system and also on an IT Time off Google calendar, I'd hate to suggest a THIRD system to track PTO however I am not discovering an easy solution to meet our need.
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Thanks Josh but then how do we have the 'project' of Time Off accurately reflect in everyones resource planning? Since projects split time between all resources (150+ ppl in our instance), it messes with their availability which is why we don't like having a project for non project work.
You would have one work items per user instead of assigning them all to the same work item. You could also trigger emails from other PTO systems to automatically trigger those tasks, but it would almost definitely require some professional services work.
Hi Emily, is your team using Capacity Planning? If so, did you ever figure out how to include PTO in Demand vs. Capacity without creating individual user calendar exceptions that decrease monthly capacity? I'm posting to try and get some ideas from others on how to try to pull in PTO into Capacity Planning without having to do individual tasks on singular projects.