Managing Calendars

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:

1. Click the Application Configuration tab.
2. Select the Calendars link. The main Calendars page is displayed.
3. Click the View link next to the calendar you want to edit. The Manage Calendars page is displayed.
4. You can edit the calendar by making changes to the number of working days, the number of working hours, or by adding/deleting exceptions.
5. To delete an exception, click on a date to select it. The Manage Exception pop-up window is displayed. Click Delete.
6. 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:

1. Click the Application Configuration tab.
2. Select the Calendars link. The main Calendars page is displayed.
3. Click the Edit link next to the calendar you want to copy. The Manage Calendars page is displayed.
4. Click the Copy button on the top right corner of the screen.
5. A pop-up window is displayed. Enter a name for this copy.
6. Select if you want to copy the exceptions.
7. Click OK.

View Usage

To view the calendar usage, do the following:

1. Click the Application Configuration tab.
2. Select the Calendars link. The main Calendars page is displayed.
3. Click the Edit link next to the calendar you want to view. The Manage Calendars page is displayed.
4. 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:

1. Click the Application Configuration tab.
2. Select the Calendars link. The main Calendars page is displayed.
3. Click the Edit link next to the calendar you want to view. The Manage Calendars page is displayed.
4. From the Exceptions List tab on the bottom of screen, click the calendar icons to select a From date and To date.
5. Click Apply to view all exceptions in the selected date range. You can click the Reset button to reset to a selected month.

See Also

Calendars

Creating a New Calendar

Managing Calendar Field