Add a Shift to a Resource's Calendar

Shifts are standard patterns of working time. They decide when a resource is available for work. Shifts applied at the resource level override the shifts applied at a higher level in the resource tree. You must modify the resource's calendar to add a shift.

  1. Method 1: Click the calendar icon on the navigation bar. Select a resource from the resource tree.
    Method 2: Go to the Resource Info page for the desired resource and click Resource Calendar. The Calendars page appears.
  2. Click the date for which you want to change the shift.
    The shift dialog box displays.
  3. Complete the fields.
    Field name Action
    Schedule Select a shift from the drop-down list. The list includes:
    • Shifts that aren't related to any Organization (empty Organization field).
    • Shifts within the same Organization that are configured for the schedule.
    • Shifts that are currently configured for the selected schedule, even if the Organization in the schedule and shift differ.
    • All active shifts, if no Organization is configured for the schedule.
    End date Select the end date of the shift, if applicable.
    Comments Enter comments, if any.
    Recurrence-Repeats-Daily Apply to schedules such as every other day or every 3rd day. If you select this option, add the frequency of occurrence in the field Days between occurrences.
    Recurrence-Repeats-Everyday Applies to every day schedules that repeat without exception and without any modification options.
    Recurrence-Repeats-Weekly Apply calendars that have a regular weekly pattern. Select the days that apply to this shift using the check boxes for the individual days. Indicate the frequency of this pattern weekly by adding a value to the Weeks between occurrences field.
    Recurrence-Repeats-Yearly Occurs every year from the selected date entered in the From day until the date entered in the To day field.
  4. Click Submit.