I’m trying to manage resource calendars and PTO for employees so we can ensure proper resource scheduling and allocations. So far, the little check boxes and managing each day and person separately is a massive time suck.
I’m hoping some updatable BAQs might solve the problems to some extent.
Does anyone have anything that might be close enough to the following:
BAQ showing resource calendar data, can add multiple exceptions and deal with the checkboxes without going into the calendar and going day my day, hour by hour (this idea is a bit of a stretch).
BAQ linked to Time Entry - can add multiple dates with details to a single person (quick entry when someone wants to take a real vacation)
BAQ linked to Time Entry - same date for all employees, for mass entry of holidays, etc.
I’m not sure about second & third questions as time & expense is for labor entry and not exceptions/holidays. But I’ll try and address the first one - because of the table structure and how all works, it is kind of hard to do this without some custom code. I’m attaching a basic updatable dashboard for ResourceCal table using the EmpBasic BO. If you need to remove the calendar exceptions, you’ll need to write custom code to delete the record from the table (that’s how it works). Make sure you test this in the Pilot/Test first.
I would write a function for this which can call EmpBasic.GetByID, insert/delete/update the records in the ResourceCal table and then call EmpBasic.UpdateResourceCal to save all changes.