To create a custom calendar in the Schedule Manager, you must have Create permission. You can create a new calendar manually, or by copying and modifying an existing calendar.
To create Custom Calendars
- In User Mode, select the project or shell, and select Schedule Manager > Custom Calendars. The Custom Calendars log window opens.
- Click New. The Calendar Properties window opens.
- Enter the calendar name and an optional description.
- Specify the working and non-working days for the calendar you are creating. Browse to the month and year using the pull-down menus at the top of the calendar. Saturdays and Sundays are set as non-working days by default. Do one of the following:
- To set a particular date as a non-working day (for example, a holiday), click the date on the calendar and select Non Working. The date will appear greyed out, and will not be used in date calculations.
- To set a non-working day as a working day, click a greyed cell and select Working.
- To set a particular day of the week (for example, every Saturday) as a non-working day, click the day at the top of the calendar (for example "Sat"), then click Non Working. All Saturdays in the calendar will be changed to non-working days (grey).
- To set a particular day of the week as a working day, click the day at the top of the calendar, then click Working.
- If you only want to set the day of the week in a particular month as working or non-working days, select each day individually and click Working or Non Working.
Note: If you have marked the day of the week as a non-working day throughout the calendar by selecting the day at the top of the calendar (for example "Sat"), then you will not be able to mark individual days (that is, individual Saturdays in this example) as working days. To be able to include both working and non-working instances of a day of the week on the calendar, you must select them individually.
- Click OK.
To copy an existing calendar
- In User Mode, select the project or shell, and select Schedule Manager > Custom Calendars. The Custom Calendars log window opens.
- Select a calendar in the log.
- Click Copy. The Calendar Properties window opens with the calendar description and calendars days specified. You can copy from Standard (Company level) or Custom (project or shell level) calendars.
- Enter the calendar name and change the optional description as needed.
- Modify the working and non-working days that are specific to the new calendar you are creating. Browse to the calendar months you want to modify. Select the calendar day and click the Working or Non Working radio buttons as needed.
- Click OK.