This article explains how to enter resource absences (e.g., sick leaves), vacations and capacity changes and how to delete them in the resource view in Meisterplan.
- Entering Resource Absences, Vacations and Capacity Changes in the Resource Pool
- Entering Resource Absences, Vacations and Capacity Changes in the Histogram
- Resource Absences, Vacations and Capacity Changes in Scenarios
- Deleting Resource Absences, Vacations and Capacity Changes
Entering Resource Absences, Vacations and Capacity Changes in the Resource Pool
Please note that you can also view, edit, add and delete resource absences, vacations and capacity changes in the Absences tab of the detail view for a resource in the resource pool:
See the Absences, Vacations and Capacity Changes section in the Managing Resources article for details about this.
Entering Resource Absences, Vacations and Capacity Changes in the Histogram
While working on the plan of record, the Edit Absences action is available in the context menu for a resource.
Right-click the row header for a resource or right-click an allocation in the histogram and select Edit Absences from the associated context menu to edit absences, vacations and capacity changes for the selected resource.
This enables the Change Resource Absences mode for the selected resource.
Alternatively, you can switch to the Change Resource Absences mode by clicking the pen icon in a resource's row header.
This mode lets you view and edit absences, vacations and capacity changes directly in the resource view:
- Create absence, vacation or capacity segments by clicking at the desired splitting points in the Change Resource Absences row.
- Click a segment to enter a value.
- Enter capacity changes as a percentage of the resource's original capacity defined by her calendar and calendar exceptions.
The effect of a resource capacity change depends on the resource's original capacity:
- Setting the capacity of a resource with a 40 hour calendar to 50% will result in a 20 hour capacity.
- Setting the capacity of a resource with a 20 hour calendar to 50% will result in a 10 hour capacity.
Resource Absences, Vacations and Capacity Changes in Scenarios
Other than the capacity of a role, the capacity of a resource cannot be specified per scenario but only in the plan of record and belongs to the global data whose change will also affect all scenarios.
Deleting Resource Absences, Vacations and Capacity1 Changes
You can delete absences, vacations and capacity changes entered for a resource in the Absences tab of that resource's detail view in the resource pool.
Alternatively, you can delete absence/capacity segments in the Change Resource Absences mode of the histogram by moving either slider across the segment you wish to delete, until it touches the opposite slider.