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Improve Schedule Board Handling of PTO / Time Off
Typically, resources are booked on projects well in advance, and they also request PTO / annual leave (AL) ahead of time.
Sometimes, a resource is already scheduled on a project for the same date they want to take AL.
On the Schedule Board, when a resource has 0 available hours due to PTO/AL, the system behaves inconsistently if the resource also has a project booking:
- Percentages break down:
- 0 ÷ 0 can show 0%, suggesting the resource is “free” (e.g., in weekly view).
- Booked hours against 0 availability can show >100% (e.g., 200%) in red, but it’s unclear which booking caused this. Expanding the resource record only shows the project booking, not the PTO/AL.
- Colors are misleading:
- Green may appear even when the resource is unavailable.
- Red appears for overbooking, but inconsistently depending on daily, weekly, or monthly aggregation.
- Views are inconsistent, causing confusion for dispatchers when trying to understand true availability.
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