Holidays

The Holidays page allows you to determine which days are working days, non-working days and public holidays for your entire team. As you change your calendar days, your users' availability is updated, determining how many days your team has the capacity to work in your projects. Here is a more detailed description of the Holidays page features:

Global

Add a global holiday

  • Here you can enter a date range ("from" date and "to" date) and click "Add" to add a public holiday.
  • If you are viewing the "Global" calendar, then you can set a holiday for all resources in your account.

Set global working hours

  • The global working hours will determine the availability for People in the account. For example, setting Friday to 4 hours will limit everyone's availability to 4 working hours for all Fridays. You can still schedule more than 4 hours, but the system will flag the time assignment as over-allocated.
  • Your working days are determined by which days you have working hours set for. By default, Monday - Friday have working hours, so your working days are Monday - Friday. If you put working hours on Saturday for example, your global working days would then by Monday - Saturday for all projects created post-change unless you change it on the project settings page for that particular project while creating it.

Set global default planned effort

  • While the global working hours determine a person's availability, the setting for global default planned effort will determine how many planned effort hours a person is assigned to a task. For example, if the global default planned effort is set to 8 hours, it means each day you assign a person to a task, it will assign 8 hours per day. A one day task would assign 8 hours by default, while a 3 day task would assign 24 hours (3 days * 8 hours per day). While these are the default hours added, this can be modified at the time you assign the person to the task if you wish to assign more or less hours.

When you Save

  • When you click Done, a notice will appear informing you that the change will be applied to all your projects you create "from now on" (as opposed to all existing projects). This means that your existing projects will be unaffected.

Country

  • The Country tab allows you to see and add country-specific holidays to your account.
  • When configuring your users, there is a Country drop-down setting. This corresponds to the Country holidays tab. If you add a Holiday for the United States for example, all of your users set to the United States will reflect this holiday. On the Workload page, holidays are highlighted yellow.
  • If a global holiday is added and overlaps with a Personal or Country holiday, on the Personal and Country tabs the global holiday color (yellow) will display instead.
  • Note that Country holidays do not prevent scheduling, but will visually highlight to let you know a holiday is scheduled on the dates selected.

People

  • The People tab allows you to see and add personal holidays for your users.
  • Much like the Global settings, for individual users you can define their working hours and default planned effort.
  • If a global holiday is added and overlaps with a Personal or Country holiday, on the Personal and Country tabs the global holiday color (yellow) will display instead.
  • Note that People holidays do not prevent scheduling, but will visually highlight to let you know a holiday is scheduled on the dates selected.

Also:

  • You can click on the individual days in the calendar itself, to make those days a working or non-working holiday.
  • If you make a change to one tab and you wish to view another, you will need to save that tab first.
  • The arrows at the top of the Calendar allow you to navigate backward and forwards a month or a year.
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