PTO/Leave Best Practices

​@NikkiCherpak - You are correct that the system does not automatically stopped forecasting effort on days of forecasted standard activities. Our users have had this concern before as well.  We explain it to them that it is good to review the staffing screen prior to a resource going on PTO/leave and identifying work that they are scheduled to work on. They should discuss plans on whether the resource will work a little extra to get their work done or should that assignment be transferred to someone else. 

This allows planning and acknowledgement of the workload for that time period vs the system automatically pushing dates out due to resource availability and thus potentially causing issues with missing deadlines. 

May not be the solution you were hoping for but is how we approached the same concern here.

Best regards,
Pam Sargent
NASCO

HI ​@NikkiCherpak 

We handle this through resource data quality checks in PowerBi. We run a regular quality test that flags cases where a resource has both allocation and Standard Activity in the same week/period. Resourcing Managers review this and then rebalance the staffing profile to fix any issues. You can have a SOAP script that removes or rebalances allocation when allocations are created in the same period as for example annual leave but we leave this for Resourcing Managers as they need to control it anyway. 

Best, 
Michal 

Thank you both!