Manage organization calendars in Cost
Each project is assigned a calendar when it is created.
Calendars define the project’s workdays and the work hours per day. With this information, full-time equivalent hours (FTEs) for each reporting period are calculated. This information is then used to calculate time-phased data in the cost management module. It’s also used to generate project reports.
When you create calendars, you need to define several items:
- Start Date: this is the first day of the first reporting period.
- Work Day Pattern: specify the working days and the number of hours worked per day for a typical workweek. The default is 5 days per week, 8 hours per day.
Exceptions to the workday pattern can then be defined to account for holidays, down time, or project delays.
In order for a calendar to be used on a project, it must be set to active on the calendars page. Enterprise calendars can be developed in order to create a set of standard default calendars for different project use cases. For example, a 5-days-per-week calendar or an 8-hours-per-day calendar.
Creating an organization calendar
- Click Cost and select Cost Administration.
- Under Organization Data in the left-hand pane, click Calendars.
- All the existing calendars are then shown on the right.
- Click the Add icon on the toolbar under the Calendars heading.
- In the Add Calendar window, give the calendar a name and description and click the Set As Active checkbox, then click Add Calendar.
- The new calendar’s page displays. Select a Start Date, then set the Work Day Pattern for it by typing how many hours of work will take place on each day of the week.
- Your changes are saved and reflected automatically in the calendar on the right.
- Click Return to Organization Calendar list when you’ve finished.
If you want to add a Project calendar, the process is the same, except that you start by selecting the calendar from Project Data/Calendars. The following example shows the Global calendar and the Project calendar.
