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PSA Leave Management: One stop solution to Efficient Resource Planning

As a Resource / Project Manager, I have all the availability details of the resource in PSA like work calendar, holidays, weekend and working hour details which help managers to plan resource work load efficiently and make proper utilization of the resources.

When it comes to resource leaves (PTO), there is no option to add them in PSA. This leads to confusion for managers during planning, sometimes resulting in a resource being assigned to an assignment during their PTO, which can impact delivery.

To address this issue, we have implemented a leave management process in PSA. It includes the following functionalities:
  • Leave application - Resource can apply for leaves from his record page itself.
  • Leave approval process - An notification is sent to resource's manger providing him with options to approve or reject resource's leave.
  • Book resource schedule - Resource's calendar has been booked on PTO days with PTO project.
  • Book time on resource and project planner - On PTO day's resource planner and project planner show that resource is on leave. This will help manager to plan project in more better way.
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