Configure allocated working hours
The Manage Allocated Working Hours console shows the working hours or shifts that can be worked in the organization. The working hours record holds the number of hours that can be worked, in a week.
To access this console login to the Portfolio Management application, click Settings and click Resource Management > Allocation > Working Hours - Allocated. It is accessible by the Resource Master and the Agility Admin users.
The Allocated working hours record is used to determine the number of working hours that a resource (person) can work, on any particular date.
An allocated working hour record is always associated with a working hours record.
Allocated working hours records have a Type field which can hold the values, Person, Site, Default, and Fallback.
- Person type means that the allocated working hour record will directly be associated with a person.
- Site type means that the allocated working hour record will be associated with a site and will be applicable to all the people on that site.
- Default type means that the allocated working hours record will be used in case neither a person nor a site type record can be found for that person on that date. This type should be made as a default configuration for the entire organization for a period of time.
- A record with the type Fallback is created by default and is used in case there is no allocated working hours record (type: Person, Site, or default) that can be found for that date.
To create Allocated Working Hours
- Log in to the Portfolio Management application and click Settings
. - Go to Resource Management > Allocation > Working Hours - Allocated.
Click New to create a new Allocated Working Hours record.
Field
Description
Example
Summary
Add the summary of the allocated working hours record.
Site - UK - 40h
Valid From
Add the date from when this allocated working hour should be applicable on the selected type (Default, Person, Site).
2022/04/11 00:00
Valid To
Add the date when this allocated working hour should be applicable on the selected type (Default, Person, Site).
2022/05/11 00:00
Type
Select from the following options:
- Default—if you require this Allocated working hour to be applicable for a person when no applicable allocated working hour record can be found for that person in that duration of the type person or site.
- Site—if you require this Allocated working hour to be applicable for a site.
- Person—if you require this Allocated working hour to be applicable for a person.
Site
Working Hours
Select a Working hours record from the dropdown. (Only those working hours records are listed which are active.)
Person
The person field is visible when the selected type is 'Person'. Select the person for which the allocated working hours record has to be created.
Site
The site field is visible when the selected type is 'Site'. Select the site for which the allocated working hours record has to be created.
Status
The status field has two options namely, active and inactive. The default status after the creation of a working hours record is "Active". To remove the usage of an already configured working hour record, change the status to "Inactive". This will disallow the creation of new allocated working hours records for that working hours record.
To modify Allocated Working Hours
- Log in to the Portfolio Management application and click Settings .
- Go to Resource Management > Allocation > Working Hours - Allocated.
- Click on the Display Id of the allocated working hours record or select the row that you want to modify and click Edit (
).
To delete Allocated Working Hours
- Log in to the Portfolio Management application and click Settings .
- Go to Resource Management > Allocation > Working Hours - Allocated.
- Select the row that you want to delete and click Delete (
).