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Resources and Vacations

Sven Kem
Sven Kem ✭
edited 12/09/19 in Archived 2017 Posts

Is there a way to easily add Resources (who are not Users within the plan) and add their vacation dates so that when a task is allocated to them in a Gantt sheet these vacation days are taken into account as non-working days?

I've tried using the Team Vacation Schedule (as advised https://www.smartsheet.com/blog/support-tip-manage-vacation-schedules-resource-management) but cannot link this to my gantt sheet.

I feel like I'm missing a trick somewhere? Surely resources do not need to be actual Smartsheet Users? I have a project with multiple teams and people, it's not feasible to add these as Users.

Many thanks if you can steer me in the right direction.

 

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  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    Sven

    You are right that they do not need to be licensed users!

    I suspect the part you missed, was you need to add the Resources you wish to track as users (without a license) in your admin area, they will get an email to say you have done this, but they do not have to respond, nor does the email have to be real, it can be fake? 

    eg we use  a fake email to resource plan our Training Rooms so we can schedule their use.

    Hope that helps?

    RichardR  

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