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.
Rather than change the resource's normal working times (which apply to every week) or non-working day calendars (which apply to a range of resources), you enter a working time exception. Resource working time exceptions are set individually against each resource or resource team.
Working time exceptions override any availability % defined in the resources working pattern.
- Select the resources menu option.
- Select the edit icon next to the resource you want to update.
- Select the exceptions section.
- Click add exception.
Enter the exception
Exceptions for named resource are entered in hours. Exceptions for resource teams 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.
If entering the exception for a resource team enter the exception FTE per day.
The exception FTE valued entered cannot be larger than the team 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: