Configuring a project's calendars

Calendars define the working and non-working time in a project. Working time is time during which tasks can be worked on. Non-working time is time during which tasks are not worked on, for example night-time, lunch breaks, weekends and holidays.

A calendar comprises a planned pattern of work - a work pattern - to which exceptions can be added. An exception is a period of working or non-working time that does not conform to the planned pattern of work, for example a holiday or a period of overtime.

A project can contain any number of calendars. The way in which you use calendars is up to you. For example, you could use a single calendar for a project, or you could create a different calendar for each resource in a project, with each calendar containing details of a single resource's working and non-working time.

To view the calendars that are available in a project, click + next to Calendars in the project view:

Calendars in the project view

The calendars that are available depend on the template you have used to create the project.

Specifying the project's default calendar

Because you have used the Construction Template to create a project, the project already contains a number of calendars. Note that the "5 day week, Bank Hols & Xmas" calendar's icon has a red tick against it:

A calendar icon with a red tick against it

This shows that it is the project's default calendar. Any task you create in the project will follow the default calendar's work pattern.

If you have more than one calendar in a project, you specify which is the default calendar by right-clicking the calendar in the project view and selecting Task Default. Try this now:

  1. Right-click the "6 day week, Bank Hols & Xmas" calendar and select Task Default:

    Right-clicking a calendar and selecting Task Default

    The Calendar Settings dialog appears:

    The Calendar Settings dialog
  2. You use this dialog to specify where you want to apply the selected calendar. Click OK. Note that the red tick is now displayed on the "6 day week, Bank Hols & Xmas" calendar, indicating that this is now the project's default calendar.

Before you continue:

  1. Right-click the "5 day week, Bank Hols & Xmas" calendar and select Task Default to make this the default calendar once more. The Calendar Settings dialog appears.
  2. Click OK to close the Calendar Settings dialog. The red tick is now displayed in the "5 day week, Bank Hols & Xmas" calendar once more.

Editing the default calendar

You should edit the calendars in a project to make sure that they reflect the specific working times of the project.

To edit the default calendar, right-click the "5 day week, Bank Hols & Xmas" calendar in the project view and select Properties. The Calendar tab of the Calendar Properties dialog appears:

The Calendar tab of the Calendar Properties dialog

By default, if a day is coloured red, it contains working time according to the calendar's work pattern; if a day is coloured white, it contains no working time. Days shaded pink contain one or more exceptions that reduce the day's working time.

Viewing a day's working and non-working time

To view a day's periods of working and non-working time, double-click the day. The Working Hours dialog appears:

The Working Hours dialog

Click Close to close the dialog and return to the Calendar Properties dialog.

Adding exceptions to a calendar

You add exceptions to calendars to represent periods of working or non-working time that do not conform to the planned pattern of work, for example a holiday or a period of overtime.

To add an exception to a calendar:

  1. On the Calendar tab of the Calendar Properties dialog, you select the date, or dates, to which you want to add an exception as follows:
    • To add an exception to a single date, click the date.
    • To add an exception to a range of contiguous dates, click the first date in the range, hold down SHIFT, then click the last date in the range.
    • To add an exception to a number of non-adjacent dates, hold down CTRL and click each date one by one.
    In this instance, hold down SHIFT and select a range of three contiguous dates, for example a Wednesday, Thursday and Friday in September.
  2. Click Add Exception. The Add Exception dialog appears.
  3. Select "Holiday" in the Exception type field.
  4. Specify the duration of the exception in the Exception period group. You can enter specific start and finish times, specify that the exception covers a whole morning or afternoon, or specify that the exception covers the entire day. In this instance, click the From work pattern periods radio button and select the morning check box to specify that the exception applies to mornings only:

    The Add Exception dialog
  5. Click Add. The exception is illustrated on the calendar (you need to click away from the selected date or dates to see this). In the illustration below, a morning holiday has been added to the 17th, 18th and 19th of September, which results in the dates appearing in pink:

    Dates with exceptions appearing in pink

Deleting exceptions from a calendar

Deleting an exception from a calendar returns the date - or dates - back to the calendar's standard work pattern.

Try this now, by deleting the exception you have just added to the calendar:

  1. On the Calendar tab of the Calendar Properties dialog, select the three dates to which you had added an exception.
  2. Click Delete Exception. You are asked to confirm that you want to delete all exceptions from the selected dates.
  3. Click Yes. All exceptions are deleted from the selected dates.

Before you continue, click Close to close the Calendar Properties dialog.

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Introduction to the Asta Powerproject screen

Creating tasks