Background Information
Project Server offers two methods for managing nonworking time for resources in your organization:
· Personal calendars in the Enterprise Resource Pool
· Administrative projects
If you want Project Server to automatically reschedule project work around nonworking time periods, such as vacation and sick leave, you must enter each nonworking time instance on the resource’s personal calendar in the Enterprise Resource Pool. If you want to track and report on nonworking time, but do not care about the automatic rescheduling of work, you may use Project Server’s built-in Administrative project for this purpose. You cannot do both, however, so determine how you need to manage nonworking time and then select one of the above.
Note: msProjectExperts recommends as a best practice that you use the Enterprise Resource Pool for managing planned nonworking time, such as vacation and personal leave, and that you use an Administrative project to manage unplanned nonworking time, such as sick leave. You can also use an Administrative project to manage unplanned work as well.
Resolution using the Enterprise Resource Pool
The Project Server administrator (or Resource Pool administrator) should perform the following steps to enter nonworking time in the Enterprise Resource Pool:
1. Launch Microsoft Project Professional and log into Project Server with administrator permissions
2. Click Tools > Enterprise options > Open Enterprise Resource Pool
3. Select the resources with nonworking time and then click the Open/Add button
4. Double-click a resource's name
5. Select the Working Time tab
6. Select the dates of the vacation or sick leave days on the calendar, and then select the Nonworking time option
7. Click the Notes tab and add a note to document the nonworking time instance
8. Click OK
9. Repeat steps #4-8 for each resource with nonworking time
10. Save and close the Enterprise Resource Pool
Note: There is no automatic way for resources to enter their own nonworking time in the Enterprise Resource Pool. Only those with administrator permissions can perform the steps detailed above.
Resolution using an Administrative Project
Anyone with permissions to create an Administrative project should do the following:
1. Launch Microsoft Project Professional and log into Project Server
2. Click File > New
3. In the New Project sidepane on the left, click the “On my computer” link
4. Click the Enterprise Templates tab
5. Select the Administrative Time template and click OK
6. Click Project > Project Information
7. Set the Start date for the Administrative project and then click the OK button
8. Select the ID numbers of any nonworking tasks you do not wish to track and press the Delete key
9. Click Tools > Build Team from Enterprise
10. Add resources to the project team, as needed, and click the OK button
11. Click the Assign Resources button on the Standard toolbar
12. Select a nonworking task, select one or more resources in the Assign Resources dialog, and then click the Assign button
13. Repeat step #12 for every task in the project
14. Click View > Gantt Chart
15. Save the project
16. Publish the project using Collaborate > Publish > All Information