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Calendar templates

About calendar templates

Calendar templates provide a method of generating primary and secondary resource calendars.

Calendar templates represent repeating periods of time that you can assign to resources. They must contain at least one calendar period.

Default calendar templates (five, six and seven day working weeks) are provided. If you are creating your own templates, use templates that represent the highest and lowest level elements that are repeated. For example, weeks (high level), days (mid level) and shifts (low level).

To create calendar templates

Open: Workspace > General > Generate Schedule >View > Calendars > Primary Calendar Templates or Secondary Calendar Templates.

  1. Enter a Name to describe the calendar template you are creating.
  2. Enter the template Length in Days, Hours and Minutes. This is the time period over which the shift cycle is completed.
  3. If you are creating a high level template, enter a Ref Date for the template. This is the date on which the template will be applied.
  4. If you are creating a Primary Calendar Template, select the display Color.
  5. Enter the calendar periods required.
  6. To save the template, choose File > Save Template.

To delete calendar templates

Open: Workspace > General > Generate Schedule >View > Calendars > Primary Calendar Templates or Secondary Calendar Templates.

See also

What do you want to do?

Calendar periods

Other tasks

Calendar states

Calendar exceptions

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