Assign a Calendar to a Workspace Role

Role calendars determine when a role is available to work, including their standard work week, time periods, holidays, and exception time. A role's Default Units/Time and Max Units/Time values are measured against the time periods configured in the role's calendar.

Role calendars are used for leveling roles, scheduling a project, and allocating work when the activity to which role resource is assigned has a type of Resource Dependent. If the activity type is not Resource Dependent, the role's calendar will not be used.

Calendars are added and configured in the Calendars dictionary.

To assign a calendar to a workspace role:

Navigate to the workspace role page
1. In the object selector, select a workspace.
2. In the sidebar, hover over  Resources, and select Role List.
In the table, select the role.
In the Calendar column, select a calendar to assign to the role.
Note: If the Calendar column is not displayed, select  Settings to add it to the view.
All changes made to this page are saved automatically.

Tips

The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.

Next: Assign Work Availability and Rates to a Workspace Role