Updated 4 July 2024
In the Absence Calendar, you can register a known absence, holiday or public holiday for your resources.
Important: Only Admin users have access to this entity and can book absence for other users in either the Rise or Growth subscription plan.
Register an absence
Click the gear icon to select the Settings:
Choose from the menu Absence Calendar:
The Show Calendar view appears by default but you can also click on the Show list button:
To schedule an absence for a resource, first select the required time period from the navigation toolbar (Today, Day, Week or Month). The example below is using the Day view:
There are two ways to schedule an absence:
Use the Create button.
Drag and drop.
Schedule an absence with the Create button
Click the Create button:
The New event dialog box appears:
The table below will give you an explanation of the GENERAL tab fields:
Field | Description |
Subject | Name of the absence event |
Start | The start date and time of the event. If you click on the calendar button you can modify the date and time: |
End | The end date and time of the event. Like the start date, you can click on the calendar button and modify the date and time. |
Type | This drop-down list allows you to select the type of event you are scheduling:
Important: The event types Absence, Holiday and Public Holiday will influence the Capacity Overview; it will accordingly reduce the per month and overall capacity of the resource. |
Working hours absent | Enter the number of hours of the absence. For example, 1 day = 8 hours. Therefore, two days of absence being 16 hours.
Important: Absence, Holiday and Public Holiday hours will influence the Capacity Overview; it will accordingly reduce the per month and overall capacity of the resource. |
Event details | Here, you can enter the details of the event. |
Once the event details are completed, you can click Save and the event will appear in the overview.
Schedule an absence using drag and drop
For the required resource, drag and drop a timespan for the chosen day. As you drag the timespan, a pop-up will appear showing the date, start and end time:
When you reach the desired timespan and release the mouse, the New event for [Resource Name] dialog box appears:
The table below will give you an explanation of the New event - GENERAL fields:
Field | Description |
Subject | Name of the event |
Start | The start date and time of the event. If you click on the calendar button you can modify the date and time: |
End | The end date and time of the event. Like the start date, you can click on the calendar button and modify the date and time. |
Type | This drop-down list allows you to select the type of event you are scheduling:
|
Working hours absent | Enter the number of hours of the absence. For example, 1 day = 8 hours. Therefore, two days of absence being 16 hours.
Note: These hours are reflected in the Capacity Overview to display resources available hours. |
Event details | Here, you can enter the details of the event. |
Once the event details are completed, you can click Save and the event will appear in the overview.
How to create Absence categories?
Absence categories can be used to monitor and record the type of resource absences from projects. It is used to track the amount of time an employee has been absent, as well as the reasons for their absence.
To create your organization's own absence types, in the settings, click the Absence Categories menu:
The below screen will appear. Click the Create category button.
The Edit category dialog box appears. Enter the category sequence in the Order number field and the name of the absence category:
Click Save for each category. A category can be deleted by selecting the category and clicking the Delete button.
The saved absence categories will appear:
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