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PTO/Leave Best Practices

  • April 21, 2026
  • 1 reply
  • 17 views
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I know Planview suggests using Standard Activities for managing resources’ leave, however this does not prevent the resource from being allocated to work items during that time. Has anyone found another solution to manage leave?

1 reply

pamela.sargent
Silver Knowledge Guru
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  • pamela.sargent
  • Silver Knowledge Guru
  • April 21, 2026

​@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

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