1. Getting Started with Your Project Management Implementation
  2. Create Calendars for Projects and Resources

Create Calendars for Projects and Resources

You can create the elements that represent project schedules, which are used to define the project and resource calendars. Project and resource calendars define the standard working and nonworking time for projects and resources.

Working times are the days and total hours in a calendar during which work can occur. Nonworking times in a calendar are days and total hours for which work should not be scheduled, such as weekends and holidays.

Calendar definition is shared across Oracle Fusion Applications. Project Execution Management provides a predefined calendar with 8 hours per day, 5 days per week that you can assign to projects and resources. In the predefined calendar, working days are from Monday to Friday

Note: The standard calendar is predefined and you can't modify it.

In Oracle Fusion Project Execution Management and Oracle Fusion Project Resource Management, only calendars with the Elapsed schedule type with one workday pattern of 7 days, and one project shift are supported. For example, available capacity is calculated only for active project and resource calendars with a schedule type of Elapsed. When you set up calendars for Project Management and Project Resource Management, you can select only the Elapsed schedule type to use in project and resource calendars.

Schedules are used as a base for project and resource calendars in Project Execution Management applications. The smallest scheduling unit is a day. For example, you can define the number of hours in a day but, you can't schedule work for a specific time of the day. The following are the elements of a schedule:

  • Shifts

  • Workday patterns

  • Exceptions

Managing Shifts

A shift is a period of time, typically expressed in hours, that can be defined by a start and end time, or duration. Multiple shifts per day are not supported in Project Execution Management.

  1. Click Navigator > Setup and Maintenance, and search for the Manage Project Shifts task.

  2. Click the Manage Project Shifts link.

  3. On the Manage Shifts page, click the Create Shift list.

  4. Select Create Elapsed Shift from the list.

  5. Enter name and duration for the selected shift and click Save and Close.

  6. Click Done.

Managing Workday Patterns

A workday pattern is a collection of one or more shifts for a specific number of days. A pattern repeats itself for a date range to define the complete schedule.

  1. Click Navigator > Setup and Maintenance, and search for the Manage Project Workday Patterns task.

  2. Click the Manage Project Workday Patterns link.

  3. On the Manage Workday Patterns page, click the Create Workday Pattern list.

  4. Select Create Elapsed Workday Pattern from the list.

  5. Enter name and days for the pattern. For example, if a workday pattern is a week, define the work pattern as 7 days.

  6. In the Workday Pattern Details section, click the Add Row icon and enter the shift details. Note that if work is carried out on certain days of the week, for instance Monday to Friday, then work day pattern details will only be from day 1 through day 5.

  7. Click Save and Close.

  8. Click Done.

Managing Schedule Exceptions

Exceptions are deviations from a schedule. There are two types of exceptions: off period exceptions and work period exceptions. Off period exceptions convert working days to nonworking days. And, work period exceptions convert nonworking days to working days. Only full day exceptions are supported.

  1. Click Navigator > Setup and Maintenance, and search for the Manage Project Schedule Exceptions task.

  2. Click the Manage Project Schedule Exceptions link.

  3. On the Manage Schedule Exceptions page, click the Create Schedule Exception icon.

  4. Enter the details for the exception and click Save and Close.

  5. Click Done.

Managing Schedules

Schedules contain workday patterns and exceptions.

  1. Click Navigator > Setup and Maintenance, and search for the Manage Project Schedules task.

  2. Click the Manage Project Schedules link.

  3. On the Manage Schedules page, click the Create Schedule list.

  4. Select Create Elapsed Schedule from the list.

  5. Enter the name and date range for the schedule. The start date of the schedule determines day 1 of the work pattern. For example, if you pick Monday, December 28, 2015 as the effective from date, then day 1 is a Monday. If you pick Friday, January 1, 2016 as the effective from date, then day 1 is a Friday.

  6. In the Schedule Details section, enter details in each tab as applicable.

  7. Click Save and Close.

  8. Click Done.