Mapping of Resources to Business Calendar

In companies or organization, working type can be the different for multiple resources, with the help of this document you can add the multiple business calendars to resource.

Follow the steps given below to create business calendar.

• Navigate to -> Admin -> Customization -> Business Calendar.
• Click on -> Create button.

 

 

• Add Name.
• Select Type.
• Add Start Date.
• Add End Date.
• Add Start Time.
• Add Hours Per Day.
• Click on -> Save button.

 

 

• Navigate to -> Time Off tab.
• Click on -> Create button from time off grid.

 

 

• You can create the record by using quick create form or full form.
• If clicked of “Quick Create” form will get open in right panel.

 

 

• If clicked on “Full Form”, it will redirect to full form of create page.
• Select Type from Specific Days or Specific period.
• If selected Specific days, then Days Of Week field get appear and select days from dropdown list.
• If selected Specific period, then From date and To date fields get appear.
• Select Time Period.
• Add Start Time.
• Add End Time.
• Click on -> Save or Save and Close button.

 

 

• Navigate back to the Details tab of Business Calendar.
• Set the status as Final and click on -> Save or Save and Close button.

 

Follow the below mentioned steps to map business calendar to resource.

• Navigate to Project -> Click on -> Resources.
• Displays list page of Resources. Click on -> Resource record.
• Click on “Competence” tab.
• Click on “Create” button of calendar grid.
• You can create the record by using quick create form or full form.
• If clicked of “Quick Create” form will get open in right panel.

 

 

• If clicked on “Full Form”, it will redirect to full form of create page.
• Select Calendar.
• Add Name.
• Click on -> Save or Save and Close button.