Adding time off

Track resources’ planned time off, such as vacations or personal days. During these scheduled times off, their names do not appear in the list of available resources when assigning jobs.

Continued from Managing resources’ availability.

  1. After selecting Add Time-Off for a resource in the Resource Availability window, the Add Time Off window appears, Enter text or make selections:

  2. Click Save. The scheduled time off range appears as a red bar and reason selected appears in the Time-Off Reason column.

NOTE: Time off vs. changing availability

Use Add Time-Off if you want to track resource’s vacations, holidays, and personal time off. If you do not need to know the reason for time off, for example, for a conference room, use Change Availabilty.

Reference
Step-by-step instructions