How to Work with Attendance Records

Introduction

This article explains how user absence data, such as vacations or sick days, appears in Resource Management. These records help planners avoid assigning tasks on days when users are unavailable.

Target Audience

User

Prerequisites

Access to Global Resource Management
Attendance Management active in your system
Users with recorded time off (e.g. vacation, sickness, unpaid leave)

How Absence Records Appear in Resource Management

Step 1: Open Global Resource Management

Go to Global menu >> Resource Management
Make sure users are visible in the timeline
Use Week or Month view to see daily planning clearly

Step 2: Understand the “N” Absence Marker

If a user has time off recorded (vacation, sickness, etc.), an "N" symbol appears on the timeline for the affected day
This symbol means the user is not available for any task allocation
You can still view these days, but cannot assign tasks to them unless the absence is removed

Step 3: Where the Data Comes From

These absences are managed through the Attendance module or Vacation planning
The Resource Management tool reads this data automatically – no activation is needed
If a user’s time off changes, the planning grid updates accordingly

Step 4: How This Affects Planning

Resource Management will automatically block task allocation for these days
The user’s availability is recalculated based on recorded absences
Planners can better estimate capacity across the week or month

Conclusion

Resource Management uses attendance records to prevent task allocation during user absences. These are clearly shown as "N" symbols on the timeline and improve overall planning accuracy.

📌 Note: Most actions described in this article can also be performed in the project-level Resource Management. To access it, go to a specific project and click the "Resource Management" tab. The functionality is almost identical, but it will only display and apply to tasks and users related to that specific project.