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

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Setting Overtime Policy

Assigning Locations to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates for Importing Resources

Importing Resource Data

Deleting Resources

About My Calendar

Resources Tab of the Administration Page

Settings Detail Window of the Resources Tab of the Administration Page

Configuring My Calendar

Creating Resource Calendars



Last Published Wednesday, July 10, 2024