Reconciling Vacation Time (allocated and actuals) in Resource Management

[JR Laprime]

How should Resource Managers reconcile out of office/vacation time against existing allocations?

Problem 1 (reconciling allocations with planned vacation time):

As Resource Plans are allocated at a specific point in time, it is common that vacation/ooo requests come in to a Resource Manager after Operational Resource Plans (created on an annual basis) and discrete project Resource Plans have already been allocated.

Current Workflow:

I have been using Allocation Workbench to monitor my team for prospective future over allocations and manually reconciling resource daily allocations to adjust for newly submitted vacation requests.  

However this solution does not feel scalable to all Resource Managers given our present Resource Management maturity level.

Troubleshooting:

I am attempting to create a dynamic report that Resource Managers can use to find these potential over allocations more easily, but wondering what the standard ServiceNow workflow would be to ensure we stay as true to foundation as we can and mitigate any potential unnecessary technical debt.

Question 1:

How are others reconciling previously allocated Resource Plans with newer vacation requests?

Problem 2 (Vacation time impacts on Capacity vs Actuals):

Currently approved vacation requests are hitting our users' Calendars and decrementing each resources' capacity.

However, we have an Out of Office timecard for staff to log actual out of office time in their weekly timesheets. 

This results in Actuals showing above capacity/allocation given time away is removed from capacity, but is counted toward actuals.

Question 2:

How are others managing the need to report on Out of Office actuals without presenting this double counting situation?

[phil_bool_unifi]

Did you make any progress on this?  I have the same question - I'm trying to avoid building a custom rule that intercepts existing resource allocations when a holiday request is approved, but I am not aware of any existing method that could do this.