1. Projects
  2. Project Management
  3. Working with Resources in Project Management
  4. Setting Up a Work Calendar

Setting Up a Work Calendar

Create a work calendar to determine the work days available for scheduling project tasks and assigning resources.

If you also use Time-Off Management, work calendars enable the system to determine which days are working days for the employee, which it uses to calculate the number of hours to deduct from an employee’s balance when a time-off request is submitted.

Each work calendar must have at least one working day and one or more hours of work time per day.

Important:

Setting up a work calendar requires enabling either the Time-Off Management or Projects feature. For more information, see Enabling Project Features.

To set up a work calendar:

  1. Go to Lists > Employees > Work Calendars > New.

  2. Enter a name for the calendar and add comments as needed.

  3. Check the Default Calendar box to assign this work calendar to resources by default. The work calendar can be changed on individual records as needed.

  4. On the Working Days subtab, enter values that are used to determine the available work days for a project schedule.

    1. In the Start At field, enter the workday start time.

    2. In the Hours Per Day field, enter the number of hours in a workday. This number must be 1 or greater.

  5. Check the box next to each day you want to include in your regular work week. You must include at least one day.

    Clear the box next to each day you want to exclude from your regular work week.

  6. Click the Non Working Days subtab. On this subtab, enter a date and description for each date you plan to exclude from all project work schedules, such as holidays.

  7. In the Date column, select or enter the date of the non-working day. For example, you could enter 12/25/2008.

  8. In the Description column, enter a description of the non-working day. For example, you could enter Christmas Day.

    Workcalendar_nonworkdays

  9. Click Add.

  10. Repeat steps 7 through 9 for each non-working day you want to include on this work calendar.

  11. Click Save.

Now, this work calendar can be assigned on vendor and employee records. For more information, read Assigning a Resource Work Calendar.

Related Topics:

Assigning a Resource Work Calendar
Project Resource Work Calendars
Assigning Project Resources
Working with Resources in Project Management
Time-Off Management Setup

General Notices