Time Off - Create and Manage Time Off Categories

This article explains how to configure Time Off in OnePlan. Time Off entries reduce a resource’s available capacity and are used in resource planning to reflect when individuals are unavailable for project work.

What you will accomplish
By the end of this article, you will be able to create a create and manage Time Off categories so your team can enter Time Off Requests with OnePlan.

Requirements

• A OnePlan account with Administrator permissions
• The Time Off Plan app installed in your OnePlan environment
• Access to the Time Off interface (from the Resource Center, My Work, or Timesheets)

Background

In OnePlan, Time Off represents non‑working time that resources record, such as vacation, holidays, illness, or other approved absences. Time Off is tracked alongside project and non‑project work, allowing organizations to capture all time n a consistent, centralized way.

Configuring Time Off correctly is essential for accurate resource planning and reporting. When Time Off is recorded, OnePlan can reflect true resource availability, helping prevent over‑allocation and improving the reliability of schedules, forecasts, and capacity views.

Instructions

Access Time Off Configuration

Note
You can open the Time Off Configuration from the same Time Off interface used by end users. This interface is available from the Resource Center, Timesheets, and My Work. For consistency, the instructions below use My Work, which is the simplest and most reliable access point.

1. Go to My Work and click Time Off. The Time Off interface opens.

2. Click Configure Time Off. The Time Off Settings open.

   From this interface, you can create and manage Time Off categories.

Note
The Configure Time Off button is only visible to Administrators.

Create a New Time Off Category

Time Off categories allow team members to log their time off under the appropriate category, such as PTO, Sick Time, or Jury Duty. Time Off categories are fully configurable to meet your organization’s needs.

1. Click New Category (+). The New Category panel opens to the right.
2. Enter a Category Name (for example, PTO).
3. Click Add.
   The new Time Off Category is now available for end users.
   

Edit or Delete Time Off Categories

Edit a Category
Click the Edit icon. The Edit Category panel opens on the right. Update the Category Name, then click Update to save your changes.

Delete a Category
Click the Delete icon. In the Confirm Deletion dialog, click Yes to remove the category.