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Holidays and Project Calendars RRS feed

  • Question

  • Hi Guys,

    I need to find out what the options are for blocking out peoples time, where holidays are concerned.

    I have these ideas;

    1. Put lines directly into the Project Plan
    2. Create a plan, just for holidays
    3. Any other method?

    Also, should I use manual or auto schedule for the holidays?

    Finally, just to point out, when holidays are booked, we want it to force other tasks out accordingly (e.g. if they are on holiday, they are not going to work)

    D


    • Edited by PPM Dave Monday, November 30, 2015 8:58 AM
    Monday, November 30, 2015 8:50 AM

Answers

  • Enter your resources in the resource sheet.

    1. From the Project Tab, select Change working time

    2. From the drop down list, select the resource.

    This assumes you are using standalone MS Project.  If are using Project Server then you will need a better strategy for managing resource holidays.  If you are using a Resource Pool in MSProject, then this will work across all projects using the shared Resource Pool.


    Ben Howard [MVP] | web | blog | book | P2O

    • Marked as answer by PPM Dave Monday, November 30, 2015 11:41 AM
    Monday, November 30, 2015 9:56 AM
    Moderator

All replies

  • Hi PPM Dave,

    Once a resource is created, it inherits the project's calendar (so put all the company hols in here 1st).  Then for each resource, edit their (inherited calendar) to enter their holidays.  If using AutoScheduled tasks then the tasks will move if the resource is not available.  If using manually scheduled, they won't.


    Ben Howard [MVP] | web | blog | book | P2O

    Monday, November 30, 2015 9:11 AM
    Moderator
  • Hi Ben

    Thanks - how do I edit the inherited calendar? May have missed some option?

    Would this apply across all projects? (e.g. show up the 'not available')

    D

    Monday, November 30, 2015 9:41 AM
  • Enter your resources in the resource sheet.

    1. From the Project Tab, select Change working time

    2. From the drop down list, select the resource.

    This assumes you are using standalone MS Project.  If are using Project Server then you will need a better strategy for managing resource holidays.  If you are using a Resource Pool in MSProject, then this will work across all projects using the shared Resource Pool.


    Ben Howard [MVP] | web | blog | book | P2O

    • Marked as answer by PPM Dave Monday, November 30, 2015 11:41 AM
    Monday, November 30, 2015 9:56 AM
    Moderator
  • Would you recommend doing this via enterprise resource pool, as the best option?

    I normally recommended holiday plans, or have done something with timesheeting.




    • Edited by Rob Hardy Monday, November 30, 2015 10:55 AM Typo
    Monday, November 30, 2015 10:18 AM
  • Hi Rob,

    Long time no speak...  You can do this via the ERP.  What's best depends on your customer's requirements and processes...


    Ben Howard [MVP] | web | blog | book | P2O

    Monday, November 30, 2015 10:35 AM
    Moderator