Working days calculation for activity plans from TOT
Key Takeaway
Weekends, holidays, and Time Off Territory (TOT) events lower an activity plan's working day count. To stop specific TOT types from lowering it, list those types, separated by semicolons, in the Working Day setting, because listed types count as working time.
Activity plans track a field rep's progress toward engagement goals over a period of time. Working days calculation measures that progress against the days the rep can actually work, not the plan's full calendar length. To do that, the calculation removes weekends, holidays, and time off recorded as Time Off Territory (TOT) events. Admins control how TOT counts through org-level settings and a batch job.
How working days are calculated
The calculation starts from the total possible working hours, based on business hours, and then subtracts the hours for TOT events and holidays. The calculation also accounts for weekends and for full-day, partial-day, and scheduled-time-slot time off.
The "Hours Per Workday" setting sets the number of daily working hours the calculation uses to work out working days.
The Calculate Working Days batch job produces the results and writes them to the "Working Day Count" field on Activity Plan records. Working Day Count is rounded to the nearest 0.5 day, so partial-day TOT moves the count in half-day steps rather than exact hours.