Edit your Work Schedule

This article only applies if your company has turned on the ability for all users to edit their Personal Work Schedule. We are also introducing the new PTO Schedule to make it easier to control your personal schedule.

Every user has a work schedule in Project Insight.

This schedule shows the resourcing teams (and PMs) if you have availability for task assignments. Ideally: if you are not available, you shouldn't get tasks assigned to you. 

PI gives you the control to add in the dates you are not available. In PI, we call them non-work days.

BEST PRACTICE: Updating your work calendar is usually reserved for scheduled time off, but check with your PI administrators for your company's policies on when to update your personal work calendar

Quick Tip: Your calendar inherits from your company's PI calendar, so you don't need to enter in company holidays or any non-work day that is for the entire company.

How do I enter a non-work day?

1. Navigate to My Profile in the top navigation, go to Edit and select "Edit Work Schedule"
   

2. Go to Workspace "Default":

   

3. Click on the HOLIDAYS, NON-WORKDAYS AND SPECIAL DAYS tab
4. Select the dates and the type of non-work day

   • (Non-Working Days, Non-Default Times, Holiday, Shutdown)

     

     

5. Confirm your dates
   • If this is one day, just enter in the 'from' date; the 'to' date is auto-filled with the same date
   • If this is for more than one day, enter both dates
6. See which dates you have selected and check the option to notify your PM.

7. When done, click the Re-calculate Schedules, this will re-calculate your availability across projects and your PM will be able to do adjustments as needed.

   
   
    

8. After you click the button you will se a message on your bottom right about how your projects and tasks will be adjusted based on this.

Pro Tip: Always check the box to notify your supervisor or project manager when you do changes to your schedule.