Lesson 4: Project Calendar

   

An important aspect in project planning is to add holidays as non-working days and time-off periods for the resources involved in your project. Having a task complete on Christmas day is never likely to be a realistic expectation! Holidays, vacations, medical leave. People take time off. And keeping track of non-working time is critical for making sure your project meets its deadline. To make sure you never get caught out, you can add holidays (non-working time) to the project calendar. Calendars determine the standard working time and non-working time, such as weekends and holidays, for the project.

The project calendar sets the default working times for all tasks in your project. For example, if most of the work on your project happens between 8 a.m. and 5 p.m. Monday through Friday, the out-of-the-box Standard calendar is the best choice for your project calendar. When you set the project calendar you are simply choosing what the default working times will be for tasks and resources in your project. You can modify working times for individual tasks and resources to reflect exceptions to the default hours. If resource calendars or task calendars are not used, tasks are scheduled during the working time based on the project calendar by default.

Project calendars are used to determine the resource availability, how resources that are assigned to tasks are scheduled, and how the tasks themselves are scheduled. Project calendars and task calendars are used in scheduling the tasks, and if resources are assigned to tasks, resource calendars are used as well. If resource calendars or task calendars are not used, tasks are scheduled during the working time on the project calendar by default.

When setting up your project's calendar, you need to decide which base calendar you want to use as a starting point. If most of your tasks need to be completed during normal working hours, choose the Standard base calendar. If most of your tasks need to be completed during off hours, the Night Shift base calendar may make more sense for your project. Or, if your project needs continuous coverage, choose the 24 Hours base calendar. By default, the Standard calendar is the project calendar. The project calendar is applied to all resources as you add them. You can either assign a different base calendar to the resource, or you can modify the individual resource calendar.

To work with calendars, click Project, then click Change Working Time.

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  To specify holidays in your project, use the current project calendar. It has the words (Project Calendar) after its name.

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On the Exceptions tab, add a name, start date, and finish date for each holiday.

Project Plan 365 reschedules tasks around the new nonworking time.​






image003.gif  Practice

   1. Let's enter some holidays in our project, applicable to all tasks and resources, during which no work will be conducted. To specify this, we will modify the current project calendar and indicate the non-working days. More exactly, we will add holidays as exceptions to the project calendar. To this end, go to the Project menu and press on Change Working Time option. By doing this, the Change Working Time dialog will be displayed. Make sure that in the drop-down list the Standard Calendar is selected, because this is the calendar we are using in our project and we want to edit it. As you can notice in this list, the Standard calendar is the project calendar, since it is followed by (Project Calendar) after its name.

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          2. You can notice that in the displayed calendar from the Change Working Dialog, you can click on any of the days and in the right side it will show you the working times for that particular day. As you can see, any Monday through Friday according to the Standard Calendar is a working day, and the working day is from 8:00 to 12:00, and then from 1 to 5 PM.

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          Saturdays and Sundays are non-working days and the cells corresponding to the weekend have grey background, marking them as non-working days according to the legend shown in the left.

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         3. Using the Exceptions tab enter three public holidays in the project: Christmas, New Year and International Workers' Day, applicable to all tasks and resources. We will add them as exceptions to the project calendar. Now, in the Name cell enter Christmas as the name of the holiday, and then specify the start and end date of this holiday, let’s say from 24th of December till the 27th of December. For the New Year holiday, proceed in the same way. Specify the 1st of January and 2nd of January from the next year as the interval for this exception and the same for International Workers' Day: enter as the exception period from 1st of May 2017 till 1st of May 2017.

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         4. If you realize that you entered an exception that you don’t want it anymore, you can select the Name cell and press on Delete button to remove that exception from your project. Or later on you can change the start and finish dates for a particular exception. But for now, we are satisfied as they are. Leave them unchanged.

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          5. If you look in the calendar displayed for December, you will notice that the days from 24 to 27 are specially marked, indicating an exception day. For instance, 26th of December, which is on a Monday and a typical working day in the Standard calendar, is said to be non-working according to the Christmas exception that we’ve previously set:

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              Press OK button in the Change Working Time dialog, so that these changes will have effect.

          6. Once you’ve added the holidays in our project, in the right side of Gantt Chart you can see some extra greyed vertical bars corresponding to the non-working days.

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          7. In Project Plan 365, tasks can happen only during working time, so you will notice that the finish date for some of our tasks has changed, more exactly the end date was pushed later on and some tasks will start later according to the new finish date of their predecessor.

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             8. If you set some non-working times, tasks will not be allowed to take place during those times. This shows how changes in the calendar affect the tasks in your project. Notice also that the finish date of your project changed and now our project finishes later on 2nd of May:

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image003.gif  Video

       If you prefer to see things in action, rather than reading text, watch out this video, which covers some of the topics from this section.