Unavailability

Record and manage periods when a resource cannot be scheduled for work. Common reasons include sick leave, training, and vacation. Documented unavailability helps ensure accurate planning and prevents conflicts in assignments.

The Unavailability tab includes sections that you expand or collapse.

On the Resources > Unavailability tab, in the Unavailability section, view the timeframes when a resource is not available.

The Unavailable list view includes the following options and columns:

• Show: Choose whether to display only future unavailability records or all records in the table.

• Start date: First day the resource will be unavailable. This marks the beginning of the blocked period.

• End date: Last day the resource will be unavailable. This marks the end of the blocked period.

• Type: Indicates the reason for unavailability, such as sick leave, training, or vacation, to provide context for scheduling.

Add unavailability

Add a new record to indicate when a resource will not be available for assignments. Include details such as start date, end date, and type like sick leave, training, or vacation.

1. On the Resources > Unavailability tab, in the Unavailability section, click Add.

   The Add unavailability window opens.

2. Enter the details:

   • Start date and time

   • End date and time

   • Type

3. Click one of the following:

   • Add to add the record.

   • Add another to keep the window open and add another record.

   • Cancel to cancel the process.

Update unavailability

Modify an existing unavailability entry to correct dates or change the reason. This ensures scheduling reflects the most accurate information.

1. On the Resources > Unavailability tab, in the Unavailability section, find a record to update.

2. Select Update from the Actions menu on the left of a row.

3. In the Update unavailability window, make changes in one or more fields and click Update.

4. Click Update to save.

Update unavailability on table grid

Update unavailability directly in the unavailability grid instead of using the Update unavailability window. This saves time and reduces clicks by eliminating the need to open the Update unavailability window.

1. Go to Resources > Unavailability tab.

2. In the Unavailability section, click the Type column for a record, and then select an option.

   The system updates the record.

Delete unavailability

Remove an unavailability record when it's no longer needed, freeing the resource for scheduling during that time.

1. On the Resources > Unavailability tab, in the Unavailability section, find a record to update.

2. Select Delete from the Actions menu on the left of a row.

3. In the confirmation message, click Delete.

   The system deletes the record from the resource.