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Absence Requests and the Resource Planner

Learn how absence requests are reflected in the Resource Planner, depending on approval status and permissions.

Updated this week

Who This Article Is For

This article is intended for Admins, Managers, and Coordinators responsible for tracking team availability in Resourcing.
📌 Staff members can only see their own absence bookings.

How Absence Requests Appear in Resourcing

Managing absence requests effectively ensures that your team’s availability is accurately reflected in the Resource Planner.

Here’s how absence data flows into Resourcing depending on your approval settings.

Automatic Approval and Visibility

No Approvers Set

If absence approvals have not been enabled in your organization, absence requests are approved automatically. As soon as a request is submitted, it becomes a confirmed booking and is immediately visible in the Resource Planner.

Approval Process and the Resource Planner

With Approval Enabled

If absence approvals are required, absence requests go through an approval flow. While the request is in a Pending state, it does not impact the person’s availability. Such booking is shown with a dotted line around it in the Planner.

📌 Note that to view time off in the By Project view, you need to turn on the "Show Absences" toggle.

Once Approved

After approval, the absence request becomes a confirmed booking, and the person’s availability is updated.

The By Person and By Absence views within the Resource Planner will contain the absence booking details.

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