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What is the best way to show leave in my resource planning?

It is important to show leave when doing resource planning to ensure that resources are not over-allocated. If leave is not captured and factored into resource planning, employees can be allocated to projects during their leave period, causing a disjointed view of their allocation and usually showing that the resource is Over-Allocated.

The best way to show leave is to add an admin project specifically for this purpose.

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When an employee is planned for leave, a resource allocation record, linked to the employee, must be added for the duration of the leave.

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In the example below, March has 20 working days, therefore Harry's capacity is 160 hours.  Harry has however booked Leave for 4 days but is also working on 2 different projects whereby he is allocated for 16 days. Adding the resource allocation record for leave will prevent Harry from being over-allocated as he is already shown as being booked to full capacity for the month.

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For more information on Planning Reports, access this article.

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