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Resource Absences, Vacations and Capacity Changes

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Stefan Schneider
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This article explains how to enter resource absences (e.g., sick leaves), vacations and capacity changes and how to delete them in the resource section of the Portfolio Designer view in Meisterplan.

General

To enter absences you need at least the access level User as well as the Use Resource Pool and Edit Absences editing right. Administrators can select editing rights under Manage > Users. 

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:

Resource_Pool_Absences.png

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

Absences_Contextmenu.PNG

While working in the plan of record, 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 section of the Portfolio Designer view:

  1. Create absence, vacation or capacity segments by clicking on the desired splitting points in the Change Resource Absences row.
  2. Click a segment to enter a value.
  3. Enter capacity changes as a percentage of the resource's original capacity defined in its calendar and calendar exceptions.

Edit_Absences.PNG

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 Capacity Changes

You can delete absences, vacations and capacity changes in the Absences tab of a resource's detail view in the resource pool.

Alternatively, you can delete absence and 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.

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