Custom Workweeks Overview

Overview

With Custom Workweeks, Account Administrators can create Account Default Workweeks—defining the number of hours per day and which days are workdays for all account members. And for those that are working a different schedule, the account default can be easily overridden from the Account Members Details side panel to create a custom workweek at the user-level.

Resource Center automatically accounts for Custom Workweeks when calculating the available hours of each of your resources; you’ll quickly see which ones have the bandwidth to work on projects, and which ones are overallocated.

Custom Workweeks also allows you to tailor Kantata OX’s real-time Utilization Report to the realities of your business regardless of whether your entire team works the same schedule.

How to Enable Custom Workweeks

1. Hover over Settings on the left navigation and select Schedule.
2. Click Use Custom Workweeks.
   
3. Initially, a 40-hour default workweek will be added. You can adjust this by clicking on each day individually and adding or changing the number of hours. Remember that you can add more custom workweeks and make changes at the user-level later on.
   
4. You can add a Start Date or you can leave it blank. If you leave it blank, Kantata will apply the workweek from the beginning of time. When you're done, click Save.
5. You'll be notified that enabling Custom Workweeks permanently changes how possible hours are calculated for your account. Click OK.

How to Add Additional Custom Workweeks

1. Hover over Settings on the left navigation and select Schedule.
2. Click Add a new workweek.
   
3. Click on each day individually to add or change the number of hours for that day.
4. Click in the Start Date field and select the Sunday on which you want the new schedule to begin. This sets both the start date for the new workweek, and the end date for the previous one—since only one workweek for each account member can be active at any given time.
   
5. Click Save.
6. You’ll see a warning that saving the workweek will apply it to all account members who do not currently have their own overrides. Click OK.
7. The custom workweek will begin on the Start Date that you selected.

How to Edit and Delete Custom Workweeks

1. Hover over Settings on the left navigation and select Schedule.
2. Click on each individual day to edit or add hours.
3. To delete a workweek, click Delete in the Actions column.
   
4. When you’re done, click Save.
5. You’ll be warned that saving your changes will apply the new workweek to all account members who do not currently have overrides. Click OK.

How to Override Custom Workweeks

We know that not all of your members follow the same schedule so we’ve added the ability to override the Account Default Workweek at the individual user level.

1. Hover over Settings on the left navigation and select Members.
2. Select a member from the list to open the Account Member Details side panel.
3. On the Schedule tab, you'll see the default workweek currently applied to this member. Click Add a new workweek.
   
4. A clone of the previous custom or account workweek will be added. Click on each day individually to customize the hours for each day.
5. Click in the Start Date field and select the Sunday on which you want this member’s new schedule to begin.
   
6. Click Save. You are notified that saving the custom workweek will change how hours are calculated for this member.
7. Click OK.