Overview

Calendars allow process designers to specify the hours and days when users are expected to be at work, so that the due dates for tasks can be more accurately calculated with Timing Controls. They also allow holidays to be specified, so those days are excluded when calculating the due date. Calendars can be used to calculate dates, according to how it is created, for instance, a calendar, specifying the work days, can be created, so when the salary for each month needs to be calculated, it only calculates working days and not holidays or weekends.

Calendars can be created for specific processes, tasks and users. Therefore, processes can use different calendars when calculating due dates for their tasks. Likewise, users in different sections or regions of an organization can use different calendars.

Accessing Calendars

Access the list of available calendars by logging in as a user such as "admin" who has the PM_SETUP permission in his/her role and go to ADMIN > Settings > Calendar:

Note: Take into consideration that from version 3.0.1.8. and on users must have the PM_SETUP_CALENDAR permission assigned to their role to access the ADMIN > Settings > Calendar option.

On the right side of the screen a list of the calendars available for the workspace will be shown.

Setting up Calendars

As shown in the image below Calendars have been grouped into four categories.

The four categories are:

Calendar Definition: This group is to define the name for the calendar. Includes three fields: Name, description and active.

  • Name: A label to identify the calendar. This text should be short yet descriptive.
  • Description: A description about the Calendar, which should inform the user what is the general content or purpose of the Calendar.
  • Active: Select whether the calendar is enabled or disabled.

Work Days: This group has the seven days of the week with a check box to select the days. To enable the checkboxes to select the days of the week, the option Work Hours must be unchecked:

Work Hours: This group is a grid, to define as many rules as needed to determine the work hours in each day. The grid has three fields: Day, Start and End.

  • Days: This dropdown box field has a list of the seven days and ALL, to set the day.
  • Start: This field identifies the starting time for the selected option in days.
  • End: This field identifies the ending time for the selected option in days.

Holidays: This group is a grid to define the holidays for the Calendar. This grid has three fields: Name, Start,End.

  • Name: A label identifies the name for the holiday.
  • Start: This field identifies the starting date for the holiday.
  • End: This field identifies the ending time for the holiday.

Create new calendar

Create a New calendar by following the next steps:

  • Click on the option "New".

  • In the window calendar definition, fill out all the required fields.
  • After defining the new Calendar, click on "Save".

Edit default calendar

Edit a Calendar by following this steps:

  • From the calendar list, besides the name there is the option: Edit, choose the calendar to be edited and click on that option:

  • In the window calendar definition, modify the fields.
  • After editing the Calendar, click on "Save".

Delete a Calendar

Delete a Calendar by following the steps below:

  • From the calendar list, besides the name there is the option: Delete, choose the calendar to be deleted and click on that option:

Copy Calendar

Copy a Calendar by doing the following:

  • From the calendar list, besides the name there is the option: Copy, choose the calendar to be copied and click on that option:

  • A copy of the calendar will show in the window calendar definition. The word copy will be added to the end of the calendar name.

  • After editing the Calendar, click on "Save" otherwise it will not get copied.

Assigning Calendars

A calendar can be assigned to a user, task or process. The order that the calendars will be the following:

  1. Users
  2. Tasks
  3. Process
  4. Default calendar for the entire workspace.

If the calendar is not defined for the user (for example set to "-None-"), then it will use the task's calendar. If the task's calendar is set to "-None-", then it will use the process calendar. If the process calendar is set to "-None-", then it will use the default calendar for the entire workspace.

To User

Assign a Calendar to a user by going to ADMIN > Users > Users List and edit the profile of a particular user. Under the title Personal Information there is a drop-down box named Calendar, with a list of all the calendars created for that workspace. Select the calendar from that drop-down box that this user will have. Click on "Save".

Available Version: From version 3.0.1.8 on. assign or change a Calendar in the user profile without requiring to have the PM_USERS permission in their role, the user must have the PM_EDITPERSONALINFO_CALENDAR permission.

To Task

Assign a Calendar to a task by first opening a process. Then, right click on a task in the Process Map, and select the option Properties from the menu. Click in the Timing Control tab, go to the drop-down box Calendar. Select a calendar from the list. Click on "Save".

Note: The option "-None-" is by default and it means that the Default Calendar is active for this task.

To Process

Assign the Calendar by opening a process and then right clicking anywhere in a blank area on the map and select the Edit Process option. Then go to the dropdownbox Calendar and select a Calendar from the list and click on "Save".

Note: The option "-None-" is by default and it means that the Default Calendar is active for this process.