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We have an issue when putting time off for individuals - Lets say two weeks in July.  Any assignment they are assigned doesn’t respect this time off. If just doubles the hours.  If they are mark as already having 100 utilization as being off, why does the system just add 40 hours to this any time the task is adjust or if they are assigned something new.  As people schedule for vacations it just puts them as over everywhere in the system.  Any thoughts on how to make this easier. 

Hello Jennifer,

Based on the context provided, I understand your issue is with AdaptiveWork's resource allocation during vacation periods. Let me explain how this should work and suggest some potential solutions.

According to the system design:

  1. AdaptiveWork's Resource Planning functionality should automatically adjust resource availability when time off is scheduled
  2. The system should account for vacation periods and prevent overallocation
  3. There are specific settings that should help manage this situation:

Here are some recommendations to address your issue:

  1. Verify that "Enable Resource Planning" and "Enable Capacity Planning" settings are properly configured 
  2. Use the "Enable Resource Utilization Reporting" setting to monitor and identify overallocation issues
  3. Double-check that the time off is properly entered in the system as vacation periods

If the system is still doubling hours and creating overallocation:

  1. Review how time off is being entered into the system
  2. Check if the resource's base calendar is properly configured
  3. Ensure that the automatic adjustment features are enabled

Functions for Task Assignment

System Settings

Additional steps you can take:

  • Confirming all relevant resource planning settings are enabled
  • Working with your system administrator to verify the configuration
  • If the issue persists, considering reaching out to AdaptiveWork support as this appears to be functioning differently than intended

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