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Official Holidays

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Official Holidays is a base data feature defined for Resource Management that is not assigned to a specific subsidiary.

Each resource has an assigned location, which has associated official holidays. Locations can only be assigned to one of the official holidays that apply in the region.

Example: The Official Holidays section in the Resource Management module.

By assigning specific holidays to locations and then locations to resources, we can see which resources are available on specific days. If resources are unavailable on a particular day, it is marked with an X.

Example: The first of May is an official holiday for our location. No resources will be available that day.

Default official holidays

In the beginning, we have only one default location with the default holidays. All resources are assigned to it.

We can create more locations and assign resources to them. However, we must remember that each resource can be assigned to only one location, and each location can have only one official holidays assigned to it.

Each resource can be assigned to only one location with specific official holidays.

After the creation of additional locations, we can transfer resources to them that were previously part of another location.

Adding official holidays

First, we specify the area to which certain holidays apply, and then add dates with a description of the reason for the day off. Due to the occurrence of movable holidays, we must enter the dates of official holidays separately for each year.

You need the Resource Admin role to create official holidays.

To add an official holidays:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Official holidays.
  4. Select + Add new official holidays.
  5. Enter the name.
  6. Select + Add new date.
  7. Select the date using a calendar, type the description, and then select Add. Repeat the step for each date.
  8. Confirm using the Add official holidays button.

Editing official holidays

You need the Resource Admin role to edit official holidays.

You can edit the official holidays at any time, such as adding or removing the dates of the holidays.

To edit an official holidays:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Official holidays.
  4. On the selected official holidays, go to Details.
  5. Make changes.
  6. Confirm using the Save button.

Deleting official holidays

You need the Resource Admin role to delete official holidays.

To delete official holidays:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Official holidays.
  4. On the selected official holidays, go to Delete.

FAQ

First, you need the Resource Admin role.

To change the official holiday for a location:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Locations.
  4. On the selected subsidiary, go to  Details.
  5. Go to the Official holidays, and then select a specific position.
  6. Confirm with the Save button.

First, you need the Resource Admin role.

To remove a specific date from the official holidays:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Official holidays.
  4. On the selected official holidays, go to Details.
  5. On the selected date, select Remove.
  6. Confirm using the Save button.

First, you need the Resource Admin role.

To add new dates (for example for the new year) to the official holidays:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Official holidays.
  4. On the selected official holidays, go to Details.
  5. Select + Add new date.
  6. Select the date using a calendar, type the description, and then select Add. Repeat the step for each date.
  7. Confirm using the Save button.

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