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Assigning Calendars to Resources

Assign a global or resource calendar to a resource to determine when the resource is available to work.

To assign a calendar to a resource:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Administration.
  3. On the Administration page, click the Resources tab.
  4. On the Resources tab:
    1. Click a resource.
    2. Click the Settings detail window.
  5. In the Settings detail window, click "" in the Calendar field.
  6. In the Select Calendar Name dialog box:
    1. Choose the Global or Resource option.
    2. Choose a calendar.

      Note: If you want a personal calendar for the resource, click Create Personal Calendar. See About My Calendar. You can also create a personal calendar from the Enterprise Data page. See Creating Resource Calendars.

    3. Click OK.
  7. On the Resource tab, click "" Save (Ctrl+S).

Tips

  • You can perform the same procedure from the Calendars field on the Resources tab.
  • A resource can edit exceptions to their personal calendar. See Configuring My Calendar. To view a personal calendar, the resource must be a user in the system.

Related Topics

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates

Importing Resource Data

About My Calendar

Resources Tab of the Administration Page

Settings Detail Window of the Resources Tab of the Administration Page


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