Schedule Time Off

Portfolio allows you to manage vacation and sick days. When you schedule time off in Portfolio, the number of allowable days remaining will be recalculated, and your availability will be updated in the Capacity Planner.

Schedule Vacation or Sick Time for Yourself

To schedule time off:

1. Navigate to Apps > Portfolio and select Vacation in the left nav bar.
   

   

2. Use the Arrows to adjust the year if needed.

3. Click on the + button to open the calendar picker for Vacation or Sick days.
   

   

4. Select the appropriate day(s) and click Save.

Schedule Vacation or Sick Time for Another User

Jira admins can schedule vacation and sick days on behalf of a user.

To set the schedule time off for a user:

1. Navigate to Apps > Portfolio and select Settings in the left nav bar.

2. Select the Users tab.

3. Click on the Pencil icon for the user.
   

   

4. Use the Arrows to adjust the year if needed.

5. Click on the + button to open the calendar picker for Vacation or Sick days.
   

   

6. Select the appropriate day(s) and click Save.