Assigning Calendars to Resources

Assign a global or resource calendar to a resource to determine when the resource is available to work.

To assign a calendar to a resource:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Resources tab.
  4. On the Resources tab:
    1. Click a resource.
    2. Click the Settings detail window.
  5. In the Settings detail window, click Select in the Calendar field.
  6. In the Select Calendar Name dialog box:
    1. In the View calendar type list, choose to view either global or resource calendars.
    2. Select a calendar.
    3. Click Select.

      Note: If you want a personal calendar for the resource, click Create Personal Calendar. You can also create personal or resource calendars from the Enterprise Data page.

  7. Click Save.

Tips

Related Topics

Defining Resources and Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

About Role Teams

Creating Role Teams

Assigning a Role to a Role Team

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Assigning Role Codes

Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page

About Resource Teams

Creating Resource Teams

Assigning a Resource to a Resource Team

Creating Resource Calendars



Last Published Thursday, February 1, 2024