In this article, we will review Calendar settings in PPM Express.
The settings on the Calendar page are taken into account to calculate resource capacity.
Also, the Calendar exceptions are considered in the internal tasks (task dependencies). If you set up task dependencies, the start date of the dependent task (successor) will become read-only. The start date becomes dependent on the predecessor's due date. If the due date of the predecessor's task is right before the calendar exception (national holiday), the dependant task will start one day later (taking into account the holiday set in the calendar exceptions).
To get to the Calendar page, click on the gear button in the upper right corner and select the Calendar option.
Please note: The calendar page is available only for users with Manage Resources permission.
On the Calendar page you can edit two sections:
- Default work week
- Exceptions
In the Default work week section, you can set the number of working hours per day on the organizational level.
To edit the hours, double-click on the required day of the work week.
In the Exceptions section, you can add calendar exceptions (national/international holidays, company holidays, etc.) to ensure work is not scheduled on days when your organization is not working.
To add an exception, perform the following:
1. Open the Calendar Settings page.
2. In the Exceptions section click the Create Exception button.
3. Type in the name of your exception, and set the dates, days of the week (if needed and if the exception takes longer than a week), description, and expected hours.
4. Click the Add Exception button. If you have a .csv file with calendar exceptions, you can import them from a file.
Provide the information as required and click Create Exception.
5. The exception will appear in the list and be considered to calculate resource capacity.
To edit or delete an existing exception, select it and click on the required button to proceed.
Please note: As a rule, all resources use the common tenant-wide workweek settings set by PPM Express Administrators on the Calendar Settings page. If needed, it is possible to set the workweek settings for the specific resource on the Resource Dashboard. If the specific settings are provided in the Work Week section of the Resource Dashboard, it will override the tenant-wide settings for this resource.
It is also possible to export/import Calendar Exceptions to/from .csv file. This functionality is available for the Calendar Exceptions on the tenant level and per resource.
If calendar exceptions are created in the .csv files and imported to PPM express, ensure there is a start and finish date (or a start date only) for all exceptions. The exception will not be imported without start and finish dates.
If the exception is created for one week or less, the Days field will not be editable, all days of the selected period will be included in the exception. If the exception is created for more than one week, you can exclude the necessary days of the week.
