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    Defining Calendars

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    Cad Novice
    You can create calendars for resources, projects, and globally to define work hours and nonwork days. There are three calendar pools: global, resource, and project. Calendars can be assigned to resources and activities, and linked between the pools. You can create and modify calendars by adding or changing work hours and nonwork days, then assign them appropriately.

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    Defining Calendars

    Uploaded by

    Cad Novice
    34 views6 pages
    You can create calendars for resources, projects, and globally to define work hours and nonwork days. There are three calendar pools: global, resource, and project. Calendars can be assigned to resources and activities, and linked between the pools. You can create and modify calendars by adding or changing work hours and nonwork days, then assign them appropriately.

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    12. Defining Calendars

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    © Attribution Non-Commercial (BY-NC)

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    You can create calendars for resources, projects, and globally to define work hours and nonwork days. There are three calendar pools: global, resource, and project. Calendars can be assigned to resources and activities, and linked between the pools. You can create and modify calendars by adding or changing work hours and nonwork days, then assign them appropriately.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    34 views6 pages

    Defining Calendars

    Uploaded by

    Cad Novice
    You can create calendars for resources, projects, and globally to define work hours and nonwork days. There are three calendar pools: global, resource, and project. Calendars can be assigned to resources and activities, and linked between the pools. You can create and modify calendars by adding or changing work hours and nonwork days, then assign them appropriately.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6

    Calendars

    Page 1 of 6

    Calendars
    You can create and assign calendars to each resource and each activity. These calendars define the available workhours in each calendar day. You can also specify national holidays, your organization's holidays, project-specific work/nonworkdays, and resource vacation days. Calendar assignments are used for activity scheduling, tracking, and resource leveling. Whether an activity uses its assigned calendar or the calendar of an assigned resource depends on the activity type you specify. Three calendar pools are defined: global, resource, and project. The global calendar pool contains calendars that apply to all projects. The project calendar pool is a separate pool of calendars for each project. The resource calendar pool can be a separate pool of calendars for each resource. You can assign either resource or global calendars to resources, and you can assign either global or project calendars to activities. You can link resource and project calendars to global calendars. Then, if you make changes to a global calendar, your changes apply to all resource and project calendars that are linked to the modified global calendar.

    Create a project calendar


    1. Choose Enterprise, Calendars, then choose Project. 2. If more than one project is open, select the projects to which you want to add a calendar, then click Add. 3. Select the calendar you want to copy for the new project calendar, then click the Select button. 4. Type the new calendar's name. 5. Click Modify and edit the new calendar. Note

    You cannot create or edit project calendars for Microsoft Project (MSP)-managed projects.

    Edit a project calendar


    1. Choose Enterprise, Calendars, then choose Project. 2. Select the calendar you want to edit and click Modify. 3. To base the calendar on another calendar, select a new global calendar in the Inherit Holidays and Exceptions from Global Calendar field.

    Calendars

    Page 2 of 6

    4. Choose the month you want to modify by clicking the appropriate arrow button next to the month-year title. 5. To add a nonworkday, click the date you want to make a nonworkday, then click Nonwork. 6. To change the number of hours in a specific workday, click the date you want to change. Choose Total work hours/day to define the total working hours in each day. In the Work hours/day section, set the amount of hours available to work for a specific day. Choose Detailed work hours/day to define which hours of the day are work or nonwork hours. In the Work hours section, select the hours you want to change and click Work or Nonwork. If the date's display color changes to white, the number of hours you entered does not equal the default number of working hours for that weekday. 7. To make an exception into a workday and apply the default number of working hours to that day, click the exception you want to change, then click Standard. Tips

    To apply the same change to all instances of a specific weekday in the displayed month, click the weekday's column label. To view a calendar's assignments, in the Calendars Dialog Box, select the calendar, then click Used By. When an assignment to an activity has manual future period values , editing the project calendar for the associated activity may cause the manual values to change. For more information on other data that affects manual future period assignment values, refer to the Future period bucket planning FAQ.

    Note

    Working hours defined with decimal values other than .0 or .5 will round up or down to .0 or .5.

    Delete a project calendar


    1. Choose Enterprise, Calendars. 2. Choose Project. 3. Select the calendar you want to delete, then click Delete. 4. If the calendar has assignments, the Calendars in Use dialog box is displayed. To delete the calendar and move its assignments to a calendar you select, choose Select Replacement Calendar, click OK, then select a replacement calendar. To delete the calendar and move its assignments to the default global calendar, choose Link to

    Calendars

    Page 3 of 6

    Default Global Calendar, then click OK.

    View project calendar assignments


    1. Choose Enterprise, Calendars. 2. Choose Project. 3. Select the calendar whose assignments you want to view, then click Used By.

    Create a global calendar


    1. Choose Enterprise, Calendars. 2. Choose Global, then click Add. 3. Select the calendar you want to copy for the new global calendar, then click the Select button. 4. Type the new calendar's name. 5. Mark the Default checkbox to make the new calendar the default global calendar for activities and resources. 6. Click Modify and edit the new calendar.

    Edit a global calendar


    1. Choose Enterprise, Calendars, then choose Global. 2. Select the calendar you want to edit and click Modify. 3. Choose the month you want to modify by clicking the appropriate arrow button next to the month-year title. 4. To add a nonworkday, click the date you want to make a nonworkday, then click Nonwork. 5. To change the number of hours in a specific workday, click the date you want to change. Choose Total work hours/day to define the total working hours in each day. In the Work hours/day section, set the amount of hours available to work for a specific day. Choose Detailed work hours/day to define which hours of the day are work or nonwork hours. In the Work hours section, select the hours you want to change and click Work or Nonwork. If the date's display color changes to white, the number of hours you entered does not equal the

    Calendars

    Page 4 of 6

    default number of working hours for that weekday. 6. To make an exception into a workday and apply the default number of working hours to that day, click the exception you want to change, then click Standard. Tips

    To apply the same change to all instances of a specific weekday in the displayed month, click the weekday's column label. To view a calendar's assignments, in the Calendars Dialog Box, select the calendar, then click Used By. When an activity's resource assignment has manual future period values , editing the global calendar for the associated activity or resource may cause the manual values to change. For more information on other data that affects manual future period assignment values, refer to Future Period Bucket Planning FAQ.

    Note

    Working hours defined with decimal values other than .0 or .5 will round up or down to .0 or .5.

    Delete a global calendar


    1. Choose Enterprise, Calendars. 2. Choose Global. 3. Select the calendar you want to delete, then click Delete. 4. If the calendar has assignments, the Calendars in Use dialog box is displayed. To delete the calendar and move its assignments to a calendar you select, choose Select Replacement Calendar, click OK, then select a replacement calendar. To delete the calendar and move its assignments to the default global calendar, choose Link to Default Global Calendar, then click OK.

    Specify a default global calendar


    1. Choose Enterprise, Calendars. 2. Choose Global. 3. Mark the Default checkbox next to the calendar you want to designate as the default global calendar.

    Calendars

    Page 5 of 6

    See Also: View global calendar assignments

    View global calendar assignments


    1. Choose Enterprise, Calendars. 2. Choose Global. 3. Select the calendar whose assignments you want to view, then click Used By.

    Create a resource calendar


    1. Choose Enterprise, Calendars. 2. Choose Resource, then click Add. 3. Select the calendar you want to copy for the new resource calendar, then click the Select button. 4. Type the new calendar's name. 5. Click Modify and edit the new calendar.

    Edit a resource calendar


    1. Choose Enterprise, Calendars, then choose Resource. 2. Select the calendar you want to edit and click Modify. 3. To base the calendar on another calendar, select a new global calendar in the Inherit Holidays and Exceptions from Global Calendar field. 4. Choose the month you want to modify by clicking the appropriate arrow button next to the month-year title. 5. To add a nonworkday, click the date you want to make a nonworkday, then click Nonwork. 6. To change the number of hours in a specific workday, click the date you want to change. Choose Total work hours/day to define the total working hours in each day. In the Work hours/day section, set the amount of hours available to work for a specific day. Choose Detailed work hours/day to define which hours of the day are work or nonwork hours. In the Work hours section, select the hours you want to change and click Work or Nonwork. If the date's display color changes to white, the number of hours you entered does not equal the default number of working hours for that weekday.

    Calendars

    Page 6 of 6

    7. To make an exception into a workday and apply the default number of working hours to that day, click the exception you want to change, then click Standard. Tips

    To apply the same change to all instances of a specific weekday in the displayed month, click the weekday's column label. To view a calendar's assignments, in the Calendars dialog box, select the calendar, then click Used By. When a resource assignment has manual future period values , editing the resource's associated resource calendar may cause the manual values to change. For more information on other data that affects manual future period assignment values, refer to the Future period bucket planning FAQ.

    Note

    Working hours defined with decimal values other than .0 or .5 will round up or down to .0 or .5.

    Delete a resource calendar


    1. Choose Define, Calendars. 2. Choose Resource. 3. Select the calendar you want to delete, then click Delete. 4. If the calendar has resource assignments, the Calendars in Use dialog box appears. To delete the calendar and move its assignments to a calendar you select, choose Select Replacement Calendar, click OK, then select a replacement calendar. To delete the calendar and move its assignments to the default global calendar, choose Link to Default Global Calendar, then click OK.

    View resource calendar assignments


    1. Choose Enterprise, Calendars. 2. Choose Resource. 3. Select the calendar whose assignments you want to view, then click Used By.

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