Holiday plans

Introduction

You can create unlimited holiday plans to reflect the holidays and observances. Each non-working day resulting from the holiday plan reduces the capacity (daily capacity to zero) of the assigned resource or the team.

You can assign holiday plans to multiple individuals on the following pages:

• BigPicture Administration > Resources > Individuals

• BigPicture Administration > Resources > Holiday plans

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The holidays can be grouped into a set, such as European holidays. If the organization also has offices in the United States, a holiday set can be created for that region. This expedites the planning process as information is easily accessed across the organization.

Security and access

Only a person with the App Admin or App Resource Admin security role can access this page.

To access this page, go to Administration > Resources > Holiday plans.

Holiday modes

The table below shows the difference between available modes:

You can view all the holidays and inline edit the holiday name field:

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Default holiday plan

When a task is added to the scope of a Box, or when the currently assigned plan is deleted, the task assignee is automatically assigned to the default holiday plan.

Add new holiday plans

Click the Add new plan button and enter the name and code (max. 10 characters). The name of the currently active plan is displayed in the resource list on the Administration > Resources > Individuals page.

Assign individuals to holiday plans

Assign multiple individuals to a holiday plan.

1. Click Assign individuals on the Administration > Resources > Holiday plans page.

2. Select the holiday plan from the list.

3. Define the start date. The end date will be adjusted automatically based on the start date of the previous plan.

4. Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.

5. When ready, click Assign.

Edit the calendar

Click the plan's name or the Details button to view and edit the holiday dates. If you want to change the name or the code, click the Edit button.

Click the Edit details button to change holidays in the detail view. Click the dates that you want to convert to holidays and select the holiday mode:

Use the arrows in the top right corner to move the calendar to the next year:

For example, Angela is assigned to a Holiday plan with holidays on the 3rd and 4th of August:

On these dates, the daily capacity is reduced to zero in the Resources module and the scheduling mechanism moves the tasks to start on the first working day.

Delete holiday plans

To delete a plan, click the Delete on the details page or on the Holiday plans page. You can’t delete the default plans.

Default holiday plan

Each task assignee is automatically assigned to the default holiday plan once a task is added to the box's scope, or when the currently assigned plan is deleted.

Individual absences

Users can add their own absences using their My settings page.