Calendars Overview

Managing Calendars Video

Calendars enable you to define available workdays and work hours in a day, observe national and recognized holidays, and add exceptions to the standard work time. Assign calendars to projects, resources, roles, and activities to specify their time constraints in a uniform way. Calendar assignments are used for scheduling, leveling, risk analysis, and other processes throughout the application.

You can create an unlimited number of calendars to accommodate different work patterns. For example, if some activities require a five-day workweek, while others can only be performed part-time (such as Monday, Wednesday, and Friday), you can create different calendars and assign them to the activities and resources in your projects. An activity's Type setting determines whether the activity will use the calendars from its assigned resources and roles or from the project when scheduling its dates.

Before calendars can be assigned, they must be made available to supporting objects. Each workspace-level calendar can be made available to projects, resources/roles, or both. This ensures calendars intended for projects or resources/roles are only available to those types of objects. The calendar marked as the default calendar is automatically made available to projects, resources, and roles within the workspace and is automatically assigned to new projects, resources, and roles when they are created. The calendar assigned to a project also controls the default calendar for new activities within the project. There is one default calendar per workspace. Any calendar in the workspace can be assigned as the default calendar.

You can also create Calendars (Project-level) if they only need to be available to a single project. Project-specific calendars are available for assignment to the project and project activities, resources, and roles. When assigning a calendar to a project, activity, resource, or role, you can choose from a workspace-level or project-level calendar. If a project-level calendar should be made available to more projects, you can promote it to the parent workspace.

The default workspace calendar designation and calendar assignments on individual objects can be changed at any time. Each project, resource, role, and activity must always have a calendar assigned.