Project calendars
To create a project schedule, you create a project calendar template that defines the number of working hours for each day and any business closures.
To create a project calendar template, associate a work template with the Calendar template field for the project.
- On the Project Operations page, in the navigation menu, under the Projects section, select Resources, and then from the menu bar, select New.
- On the New Bookable Resource page, in the User field, enter your username. In the Time zone field, select your local time zone and then select the Scheduling tab.
- On the Scheduling tab, in the Company field, select the magnifying glass, select USPM, and then select Save.
- Select the Working Hours tab and then double-click the first calendar entry. Select Edit and then select This and all following events.
- In the Working hours pane, complete the following settings and then select Save.
- Time - Change the start time to 9:00 AM and the end time to 5:00 PM.
- Working Days - Clear Sunday and Saturday.
- Time Zone - Change to your local time zone.
- Select the Change Area and then select Settings > Calendar Templates > New.
- On the New Work template page, complete the following settings and then select Save.
- Name - Enter 9to5 for CST Template. Replace CST with your time zone abbreviation.
- Description - Enter Template for users working 9 AM to 5 PM in <your time zone>.
- Template Resource - Select your Name.
- In the navigation menu, select Parameters and then select your Organizational Unit.
- On the Organizational Unit page, select the Related tab and then select Project Parameters.
- On the Project Parameter Associated View list, select Parameter.
- On the Project Parameter page, complete the following settings and then select Save.
- Default Company- Select USPM
- Default Organization Unit - Change to Fabrikam Robotics Global
- Invoice Frequency - Select 7th and Last day
- Work hour template - Select the template that you created