Sometimes you need to make a one-time change to a resource's availability. For example they have a vacation planned or are absent for other reasons.
Resource working time exceptions are set individually against each named resource or resource group.
- Named resources. Exceptions can be used to reduce availability (time off) or add availability (overtime).
- Resource groups. Exceptions can be used to reduce availability (time off).
Working time exceptions override any availability % defined in the resource's working times.
- Select the resources menu option.
- Select the edit icon next to the resource you want to update.
If you are updating a named resource, select the time off / overtime section.
If you are updating a resource group, select the time off section.
- Click add time off or add time off / overtime.
Enter the time off / overtime
Exceptions for named resource are entered in hours. Exceptions for resource groups are entered in FTE.
Enter the exception details.
Start date - The date the exception period starts.
Finish date - The date the exception period ends.
If entering the exception for a named resource enter the exception hours per day. For named resources exceptions can be used to reduce availability (time off) or add availability (overtime).
If entering the exception for a resource groups enter the exception FTE per day.
The exception FTE valued entered cannot be larger than the group size.
Resource working time exceptions and non-working day calendars restrictions
#1 You can't overlap resource working time exceptions with non-working day calendar entries
A resource working time exception cannot be added that overlaps with a non-working day calendar entry.
#2 Non-working day calendar exceptions that are edited at the resource level become resource level exceptions
A resource is using a non-working day calendar and you update the resource directly to make one of the non-working days a working day. The working day now becomes a resource working time exception and any further changes for the date need to be made at the resource working time exception level.
There are two ways to do this: