Skip to main content

How can I prevent time off hours from being deducted from project hours?

time off conflict, keep time off hours

When you add time off to a person and it overlaps with an assignment, the system automatically reduces the project scheduled hours by the time-off hours.

At the moment, there is no way to disable this setting. However, you can use an alternative approach to handle time off if you don't want scheduled hours to be reduced automatically.


Set up a Tentative "Time Off" Project

  • Create an annual project called "Time Off"

    • Set the Client as your own organization

    • Set Pricing Model to Non-billable

    • Set the Project Status as Tentative

  • Add all people to the project

  • Add time off hours in this project for each person for the year


View time off and assignment conflict on the Planners

  • Turn on the Scenario Toggle so the "Time Off" project and the time off hours are visible on the Planners

  • If you add a real project assignment to the person, the project scheduled hours will not be deducted by time off hours.

  • If the project assignment overlaps with the time off hours on the same date, a red line will appear on both assignments:


Understand the availability summary on the People Planner

  • In a specific week or month, when there are no real project assignments and the person only has time off added, the Availability summary on the People Planner will reflect the Contract Capacity minus the Time Off hours.

    In this example, the Contract Capacity for Arun is 40 hours per week. When an 8 hour time off is added to the "Time Offs" project, the Availability is 40 hours - 8 hours = 32 hours:


  • When real project scheduled hours are added, the Availability summary will reflect Contract Capacity minus the Time Off hours and the project scheduled hours.

    In this example, Arun's availability is 8 hours over, because 40 hours (Contract Capacity) - 8 hours (Time Offs) - 40 hours (project scheduled hours) = -2 hours


Excluding the Time Off hours in Reports and Insights

When using our Reports and Insights, turn off the Scenario Toggle (or choose a Scenario that excludes the Time Off projects) so the hours aren't counted toward metrics such as utilization and forecast hours.

Important: When this approach is used, Time Off hours will be zero, and Effective Capacity equals Contract Capacity. Utilization % will be Forecast (Total) Hours divided by Contract Capacity, as there will be no difference between Effective Capacity and Contract Capacity.

Did this answer your question?