Playbook | Adjust Tasks Around New Non-Working Days & Days Off

When a new Non-Working Day or Day Off is added, tasks automatically adjust around them.

  1. Resource Calendars
    1. When a resource adds a new Non-Working Day or Day Off (Non-Working Time), all projects in which the resource has Active, Planned, or Sandbox tasks starting in the future are automatically loaded and checked/updated (see below for details).
  2. Group Calendars (Company Holidays)
    1. When a new Non-Working Time entry is added to a Group Calendar, all projects in that group are automatically loaded checked/updated for all resources in the group, including unassigned tasks (see below for details).
  3. Where checked/updated means...
    1. Planned, Sandbox, and Active tasks starting in the future are auto-adjusted.
    2. For Active tasks starting in the past, if the new Non-Working time is in the future, the tasks are auto-adjusted.
    3. For Active tasks starting in the past, if the new non-working time is in the past, the Time Off Warnings wizard appears giving you the tools to decide how to handle each task.
  4. Need a hand? Contact a Customer Success Engineer today!