Creating Calendars

For information about assigning global or project calendars to activities, see “Working with Activities” on page 201.

You can establish an unlimited number of calendars to accommodate different work patterns. For example, if some activities require a five-day workweek, while others are performed part-time (such as Monday, Wednesday, and Friday), you can create different calendars and assign the activities and resources in your projects to them.

There are three calendar pools: global, resource, and project. The global calendar pool contains calendars that apply to all projects in the database. The project calendar pool is a separate pool of calendars for each project in the organization. The resource calendar pool is a separate pool of calendars for each resource. You can assign resource or global calendars to resources, and global or project calendars to activities.

For information about modifying calendars, see “Modifying Calendars” on page 186.

Create a global calendar Choose Enterprise, Calendars. Choose Global, then click Add. Select the calendar you want to copy for the new global calendar, then click the Select button. Type the new calendar’s name. To make the new calendar the default global calendar for activities and resources, mark the Default checkbox. To edit the new calendar, click Modify. To view the calendar’s assignments before changing it, click Used By.

For information about assigning resource calendars to resources, see “Defining Resources and Roles” on page 109.

Create a resource or project calendar Choose Enterprise, Calendars. If you are creating a project calendar, you must first open a project. Choose Resource or Project, then click Add. Select the calendar you want to copy for the new resource or project calendar, then click the Select button. Type the new calendar’s name. To edit the new calendar, click Modify. To view the calendar’s assignments before changing it, click Used By.

For organizations using Primavera ProjectLink, you cannot create/edit project-specific calendars for Microsoft Project (MSP)-managed projects in the Project Management module. For more information on ProjectLink, click the Help button on any ProjectLink screen to access the help in Microsoft Project (available only if Primavera ProjectLink is installed).

For additional information about modifying calendars, refer to the Help.

Use more than one calendar when your projects contain activities that can occur on different schedules. For example, you can create one calendar that specifies a normal Monday-through-Friday workweek and another calendar that specifies continuous worktime (24 hours/day). If you define multiple project calendars, you must assign each activity to the specific calendar that indicates the worktime available for performing that activity. The module schedules each activity only during the worktimes of the calendar to which it is assigned.

A calendar consists of a standard workweek and a list of exceptions.

You can also create multiple calendars to control the times when work is performed by resources throughout your organization. You can then associate different holidays/exceptions from the global calendar for each work cycle to indicate individual resource availability.

Define the workhours for each day in the regular workweek. Use the Calendar dialog box to view and edit a global, project, or resource calendar.

Modify calendars Choose Enterprise, Calendars; choose the calendar type (Global, Resource, or Project), select the calendar you want to modify, then click Modify.

To base a resource or project calendar on another calendar, select a new global calendar in the Inherit Holidays and Exceptions from Global Calendar field.

Choose the month you want to modify by clicking the appropriate arrow button next to the month-year title. Modify the year by clicking the month/ year title, and clicking the appropriate arrow button. To change the number of hours in a specific workday, click the date you want to change.

Work hours defined with decimal values other than .0 or .5 will round up or down to .0 or .5.

Select a day of the week to set its default number of work hours.

Check this display for the default number of work hours for the selected day in the open calendar.

Click to make the selected hour a work hour.

Click to make the selected hour a nonwork hour.

Delete a calendar Choose Enterprise, Calendars. Choose Global, Resource, or Project, depending on the type of calendar you want to delete. Select the calendar you want to delete, then click Delete. If activities or resources are assigned to the calendar, the Calendars in Use dialog box is displayed.

To delete the calendar and link its assignments to a different calendar, choose Select Replacement Calendar, click OK, then select a replacement calendar when prompted. To delete the calendar and link its assignments to the default global calendar, choose Link to Default Global Calendar, then click OK.