Create calendars to manage your resources’ weekly working hours and public holidays.
How to Find
You need to have the Edit Resource Pool and Absences right to access this function.
In the left Sidebar, click Manage and select Calendars:
The list view displays all calendars. The calendar that is currently set as default calendar has “(Default)” added after its name.
Derived Calendars
You can create subordinate calendars that “inherit” the working hours and calendar exceptions (holidays) from their source calendar. You can edit the weekly working hours and the working hours in exceptions in the derived calendar, but you cannot delete calendar exceptions or change their date. It is possible to add additional calendar exceptions in derived calendars.
Default Calendar
The calendar in your Meisterplan system that is set as default calendar defines the weekly working hours which are the basis for calculating the FTE. New resources will be assigned to this calendar unless another calendar is specified for those resources.
You can set any calendar as the default calendar by moving your cursor over the entry in the calendar list and clicking the three dots at the end of the line, then selecting Set as default calendar.
Adding Calendars
To add a new calendar that is not derived from another calendar, click Add Calendar in the toolbar. To add a derived calendar, move your cursor over the desired source calendar and click the plus icon at the end of the line.
Editing Calendars
To open a calendar’s detail view, move your cursor over its entry in the list view and click the pencil icon at the end of the line. Here, you can make edits to the calendar’s name, weekly working hours and exceptions.
Weekly Working Hours
Enter the working hours for each day by clicking the respective field.
Initially, derived calendars inherit the working hours of their source calendar, but you can edit them in the derived calendar. Later changes of working hours in a source calendar will not be transferred to its derived calendars, regardless of whether the working hours have been edited or not.
Calendar Exceptions
Add calendar exceptions (holidays) and edit them. Click Add Exception to add a new calendar exception.
Calendar Exceptions vs Weekly Working Hours
An exception may increase the number of working hours on a day if it coincides with a day with fewer working hours (e.g., 4 instead of 0 hours on a Saturday or Sunday). This will also raise the capacities of all resources using this calendar on that day.
The following characteristics apply to derived calendar exceptions:
- Derived exceptions cannot be deleted.
- The date cannot be changed.
- The working hours and the description can be changed.
- All inherited exceptions of a derived calendar that have not been changed will automatically be updated when they are changed in the source calendar. As soon as an exception in a derived calendar is changed, it will no longer be updated with the exceptions in the source calendar.
- When you delete an exception that was changed in a derived calendar, the exception will remain in the derived calendar. You can then change its date or delete the exception.
Deleting Calendars
You can delete a calendar by moving your cursor over the entry in the list view and clicking the trash can icon at the end of the line. This will also delete all derived calendars. Note: you cannot delete the default calendar or the source calendar of the default calendar.
All resources that were previously assigned to the deleted calendar will be automatically assigned to the default calendar.