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For a complete overview of all my projects and tasks, I use the Gantt chart. In this chart I also see which tasks are still unassigned. Here comes my question:
How can I quickly see which employee I can assign to a task taking into account their leave.
Would it be possible to include the Employee Leave days into the Project Gantt Chart overview?
Interesting question.
Maybe the simplest way to get it all in the same view is record employee Leaves as special Project Tasks: you would have a "dummy" Project for "Leaves", and have a Task for each each leave.
Now, do you have a good reason to track Leaves in the HR module? If not, problem solved.
If you do, then you could have some mechanism to keep HR Leaves in sync with Leave Tasks. The simplest way is to do it manually. If this is not viable, then you could create an Automated Action on HR Leaves, that would write on Project Tasks any changes made, on even a small module that adds this mechanism to HR Leaves ORM methods.
This would require some Python skills, though. If you're not comfortable with, and it's important enough, why might consider hiring a coder to do it for you.
Thanks for your reply Daniel. Actually, that's how I do it now. I have created a specific project called "Employees on Leave" and created one task for each employee that is on leave for a specific period. Now what if we turn it around and I would like to see who is actually available for a task in the same overview. Then you would suggest I create a task for each employee called "Available Henry, Available Sarah" etc? I might need some manual coding and advice on this matter. Can you recommend somebody to do this?
If you want to discuss further, you can contact me.
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