How Non-Working Days Effect a Task Schedule

How non-working added to your default work schedule, or other work schedules affect the calculation of the project.

Transcript:

In this video, I'm going to explain how non-working days affect the schedule.

Note here we have a task called "Conduct Needs Analysis," which starts on the 17th. It is five days long. You’ll see that it starts on Thursday and Friday, then skips over Saturday and Sunday, which are not working days. The task continues on Monday, Tuesday, Wednesday, and Thursday. So, even though it spans seven calendar days, it counts as five days on the schedule because we are not counting the days that we aren't working.

Now, what I'm going to do is go over to my workspace's default work schedule. You can access this through the add-ons. Let’s say we are going to take October 22nd off, which is a Tuesday. To do this, simply click the box. If you want to adjust the reason for this, such as it being a holiday or a shutdown, you can do that here. Then choose "Recalculate Schedules," and the system will recalculate all affected schedules. In this case, it's all projects because we are editing the default work schedule for the entire system.

When I return to the schedule, note there is a new day off in the Gantt chart. Now, this five-day task starts on Thursday, takes off Friday, skips Saturday and Sunday, works on Monday, takes off that Tuesday I just added to the default work schedule, then works on Wednesday and Thursday. So, it has actually shifted the schedule by one whole day—one extra calendar day—because we are no longer working on that day.

What is nice about this is that all of your project plans are calculated based on this schedule, meaning you don’t have to go in and manually change the dates of all of your schedules. This is an intelligent schedule, and it will skip over those non-working days. Additionally, you can use personal work schedules for individuals. For example, if I want Craig Young to use his personal default instead of the project default, the work days for the project will be calculated based on what Craig's schedule is. This means that if there is Paid Time Off (PTO), it will skip over the days when he is off.

Each individual user can edit their PTO on the PTO calendar by simply checking a box. This PTO calendar can also be integrated with other systems that do PTO tracking.

This concludes the video on how the workspace default schedule affects project plans.