Changing Work Time

[John]

My company has a resource going on vacation for 2 weeks. Following that he
will be in training for a week. I (the Project Server Administrator) have
been asked to note that in his enterprise resource calendar. Is there any
way to have the resource do this? Or do I (the admin) have to make the
changes for each resource going on vacation? I read Gary's comment in his
book (pg 313), so I'm wondering what the options are.

I know there could be an administrative project (or a non-working time
bucket) to allocate for this, but are these my only options? Would it be
better just to modify the resource's calendar to reflect vacation time?
What I'm really looking for is a good business process.

Thanks
John

 

[Dale Howard [MVP]]

John --

We recommend that you manually enter the vacation and training time on the
resource's individual calendar in the Enterprise Resource Pool and then add
a Note to the resource to document the reason for each nonworking time
period. There is no default method in Project Server for a resource to
enter nonworking time on his/her own personal calendar in the Enterprise
Resource Pool. Hope this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the book on Project Server"

 

[John]

Thanks for your quick reply. I will look into following your suggestion. I
have a follow-up question though: are you saying that I (the PS Admin)
should change each person's individual calendar for the entire organization?

Further, is it be possible, or even reasonable, to attempt to get this type
of information from our ERP and plug it into Project's database? (I'm
looking from a database standpoint, not a programming standpoint.)

 

[Dale Howard [MVP]]

John --

Yes, I am saying that someone with Project Server administrator permissions
should serve as the Enterprise Resource Pool administrator. This person,
whether you or someone you appoint, should be tasked with keeping all
resource information current in the Enterprise Resource Pool. This person's
duties could include:

1. Adding new employees to the pool when they join your organization
2. Entering planned vacation and training, and after-the-fact sick leave to
each resource's personal calendar
3. Maintaining other reource information as needed, such as e-mail and
Windows User Account
4. Deactivating resources when they leave the organization

I can't speak with authority on entering nonworking time programmatically
into the SQL Server DB. Perhaps some of the others will have an opinion for
you. Hope this helps.