The Calendars section allows you to manage calendars by editing a calendar, copying a calendar, viewing calendar usage, and viewing the exception list of a selected calendar. You can also create a new calendar from this section, see topic Creating a New Calendar.
Edit a Calendar
To edit a calendar, follow the steps below:
- Click the Application Configuration tab.
- Select the Calendars link. The main Calendars page is displayed.
- Click the View link next to the calendar you want to edit. The Manage Calendars page is displayed.
- You can edit the calendar by making changes to the number of working days, the number of working hours, or by adding/deleting exceptions.
- To delete an exception, click on a date to select it. The Manage Exception pop-up window is displayed. Click Delete.
- Click Save to save this calendar, or click Save and Close to save and return the main Calendar page.
Copy a Calendar
To copy an existing calendar, follow the steps below:
- Click the Application Configuration tab.
- Select the Calendars link. The main Calendars page is displayed.
- Click the Edit link next to the calendar you want to copy. The Manage Calendars page is displayed.
- Click the Copy button on the top right corner of the screen.
- A pop-up window is displayed. Enter a name for this copy.
- Select if you want to copy the exceptions.
- Click OK.
View Usage
To view the calendar usage, do the following:
- Click the Application Configuration tab.
- Select the Calendars link. The main Calendars page is displayed.
- Click the Edit link next to the calendar you want to view. The Manage Calendars page is displayed.
- Click the View Usage button on the top right corner of the screen. A list of projects and proposals that use this calendar are displayed.
View Exceptions List
To view the exception list of a calendar, do the following:
- Click the Application Configuration tab.
- Select the Calendars link. The main Calendars page is displayed.
- Click the Edit link next to the calendar you want to view. The Manage Calendars page is displayed.
- From the Exceptions List tab on the bottom of screen, click the calendar icons to select a From date and To date.
- Click Apply to view all exceptions in the selected date range. You can click the Reset button to reset to a selected month.
Calendars
Creating a New Calendar
Managing Calendar Field