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About Calendars
Choose Calendar to Apply to Projects
To apply a calendar other than the default calendar to all of the projects you have open during an Open Workbench session you must choose it from the list of calendars that are located in the System Options section of the Calendars dialog box. To view this dialog box, select Tools, Calendar. During an Open Workbench session you can switch calendars as often as you need to create new scenarios for your projects.
To apply a calendar to a project
1. Select Edit Calendar from the Project ribbon.
The Calendars dialog box appears.
2. In the System Options section, choose the name of the calendar that you want to apply to all of the projects you have open from the Current Calendar drop-down, and click OK.
The Calendars dialog box closes.
Edit Calendars
Use the Calendars dialog box to edit or delete the project calendar. The fields in the
System Options section of the page apply to all projects you have open in an Open
Workbench session. Use the fields in the Calendar Editing section of the page to create a new calendar and to select the calendar on which to base the new calendar. Use the calendar's scroll bar to scroll forward or backward through the months of the year.
You can save the changes you make to the calendar to use them later only if you have defined a global file location. You can make changes in any case, but when you save the project back to CA Clarity PPM, unless you have defined a global file location, the CA
Clarity PPM calendar you edit reverts to their original settings.
Note: If you are using Open Workbench with CA Clarity PPM, the changes you make to
CA Clarity PPM calendars are not saved back to CA Clarity PPM.
In the calendar grid, you can do the following:
■
Select weekday column headings to select all the weekdays throughout all months and years of the calendar to apply your changes.
■
Select single or multiple days to apply your changes.
■
Click the scroll bar to move to next or previous month.
Chapter 2: Getting Started with Open Workbench 43
About Calendars
■
■
■
■
Select a single day and click Workday to
set the selected day to a workday
page 45). Resources are expected to be available for use on this day.
Select a day and click Holiday to
set the selected day to a non-workday
page 46). Resources are not expected to be available for use on this day.
Remove individual holiday and non-standard workday exceptions and
reset the selected days to their base calendar settings
Remove all holiday and non-standard workday exceptions and
reset the calendar to the base calendar settings
To edit a calendar
1. Select Edit Calendar from the Project ribbon.
The Calendars dialog box appears.
2. In the System Options section, define the following fields:
Hours per Day
Displays the number of hours that can be worked per day.
Hours per Week
Displays the number of hours that can be worked per week.
Week Start
Specifies the day on which the normal work week begins.
Values: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
Current Calendar
Specifies the name of the calendar that you want to apply to all projects.
Default: Standard
3. In the Calendar Editing section, define the following fields:
Name
Defines the name of the calendar.
Based On
Specifies the base calendar on which to base this calendar. If you are creating a new calendar, it inherits the settings of the base calendar.
4. Click OK.
The Calendars dialog box closes.
44 User Guide
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Table of contents
- 11 What's New in This Release
- 11 JRE Bundled with the Open Workbench Setup
- 11 Supported Languages
- 13 Introduction to Open Workbench
- 13 Installation and Upgrade
- 14 Minimum System Requirements
- 14 Before You Start
- 14 Install Open Workbench
- 16 How to Set Up Open Workbench
- 17 Define Open Workbench General Options
- 20 Define Open Workbench Default Options
- 22 Define Open Workbench File Location Options
- 23 Define Open Workbench WBS Level Labels
- 24 Define Open Workbench View Display Colors
- 24 Define Time Scales
- 26 How to Set Up Open Workbench with CA Clarity PPM
- 27 Set CA Clarity PPM Project Management Options
- 27 Install Open Workbench and CA Clarity PPM Schedule Connect
- 28 Set Microsoft Internet Explorer Web Browser Options
- 28 Uninstall Open Workbench and CA Clarity PPM Schedule Connect
- 28 Open Workbench Navigation Basics
- 28 About the File Menu
- 30 About the Ribbon Bar
- 35 About Views and the View Library
- 36 About Grid Columns and Rows
- 36 About Cutting and Copying Project Data
- 40 About Cutting and Copying Cells
- 41 Monitor Process Progress
- 41 Start Open Workbench
- 42 Quick Filter by Resources
- 42 About Calendars
- 43 Choose Calendar to Apply to Projects
- 43 Edit Calendars
- 45 Create New Calendars
- 45 Define Work Schedule and Holidays
- 46 Reset Holidays and Non-standard Workdays
- 46 Print Calendars
- 47 Delete Calendars
- 47 Access Online Help
- 50 Create Projects
- 50 Create Projects from a Command Line
- 51 Create Resources
- 52 About Resources
- 53 About Labor and Non-Labor Resource Types
- 53 Add Resources and Roles to Projects
- 55 Create Project Tasks
- 55 About Tasks
- 56 About Establishing Task and Resource Constraints
- 56 Assign Resources to Tasks
- 57 About Resource Loading Patterns
- 61 Set Resource Loading Pattern
- 62 Save Projects to Files
- 63 How Project Data is Shared Globally Across Projects
- 63 Open Projects from a File
- 64 How to Open CA Clarity PPM Projects in Open Workbench
- 65 Open Projects in Open Workbench using CA Clarity PPM
- 65 Open CA Clarity PPM Projects using Open Workbench
- 67 Open CA Clarity PPM Projects from a Command Line
- 70 How to Develop Project Schedules
- 70 How to Schedule Projects using Open Workbench
- 71 Recalculate Task Duration
- 72 Baseline Projects
- 72 Baselines and Earned Value Computations
- 73 Set Baselines
- 74 Display Baseline Data in Views
- 75 Edit Baselines
- 75 Rebaseline Projects
- 76 Multiple Baselines with Master Projects and Subprojects
- 77 Clear Baseline Values
- 78 Delete Baselines
- 78 Autoschedule Projects
- 80 Define Autoschedule Parameters
- 82 About Autoscheduling Master Projects
- 82 Autoschedule Projects from a Start Date
- 83 Autoschedule Projects from a Finish Date
- 83 Autoschedule by Task Priority
- 84 Override Task Lock during Autoschedule
- 85 Manually Schedule Projects
- 87 Schedule Subnets
- 88 Calculate Critical Path
- 88 How Critical Path is Calculated
- 91 Find Information in Projects
- 92 Define Search Criteria to Find Data
- 93 Update Project Data
- 93 Define Project Description Properties
- 94 Define Project Scheduling Properties
- 94 Define Project Resources Properties
- 97 View Tasks Marked as Key Tasks
- 98 Manage Multiple Projects
- 106 Define Project Advanced Properties
- 107 Add Notes
- 110 Update Task Data
- 110 Define Task General Properties
- 115 About Defining Task Resources Properties
- 119 About Task Dependencies Properties
- 129 Define Task Advanced Properties
- 133 Add Notes
- 135 Edit Multiple Tasks
- 136 Change Task Location in Project WBS
- 136 Shift Tasks
- 137 Delete Tasks
- 137 Update Resource Data
- 138 Define Resource or Role General Properties and Availability
- 139 Edit Resource Periodic Availability
- 140 Define Resource Advanced Properties
- 140 Define Resource Calendar
- 141 Add Notes
- 144 How to Enter Pending Estimates
- 146 Remove Resource Actual Usage on Tasks
- 146 About Editing Multiple Resources
- 147 Manage CA Clarity PPM Projects using Open Workbench
- 147 Refresh Project Data
- 149 About Resource Role Assignments
- 150 Cost Rate and Currency Data
- 151 About the CA Clarity PPM Rate Matrix
- 152 About the CA Clarity PPM Rate Matrix Extraction Job
- 152 Display Resource Billing Rates in Views
- 153 Vary Resource Billing Rates
- 153 About Multiple Baselines
- 154 How to Save Projects back to CA Clarity PPM
- 158 About CA Clarity PPM Project Locks
- 160 About Printing Project Data
- 160 Select Printer and Print Layout Options
- 161 Prepare Pages for Printing
- 162 Preview Project in a View Before Printing
- 163 Print Projects from Views
- 165 Tracking and Analysis Overview
- 166 How to Track Projects
- 166 Track Projects by Total Actual Usage
- 166 Track Projects by Periodic Actual Usage
- 167 Track Projects by Task Status
- 167 How to Track Resources
- 167 Track Resources by Total Actual Usage
- 168 Track Resources by Periodic Actual Usage
- 168 Actual Cost of Resource Task Assignments
- 169 Analyze Projects
- 169 How to Determine When and What to Analyze
- 170 Validate Project Plan Data
- 171 Analyze Projects with Earned Value Variances
- 173 About Analyzing Projects with Current Baseline
- 175 Create and Edit Filter Files
- 176 Create New Filters from Existing Filter Files
- 177 Create and Edit Sort Files
- 178 Create New Sorts from Existing Sort Files
- 178 Add View, Filter, or Sort Files to Library Groups
- 179 About Views
- 180 About Spreadsheet Views
- 180 About CPM Network Views
- 181 About the Open Workbench Library
- 182 Add New Library Groups
- 182 Change Items in Library Groups
- 183 Apply Views, Filters, Sorts to Library Groups
- 183 Define Views in Library Groups
- 183 Add Views to Library Groups
- 184 Remove Views from Library Groups
- 184 Configure Gantt Charts
- 186 Create Views
- 186 View Definition Dialog Box
- 190 About Field Names on Views
- 193 Apply Formats to Cells in Views
- 194 Apply Filters to Views
- 195 Apply Views to Projects
- 195 Insert and Delete Rows in Views
- 196 About Changing View Display Colors
- 196 Customize Colors
- 198 Define View Display Colors
- 199 Save Views
- 200 Edit Views
- 203 About Highlights
- 204 Create Highlights
- 204 Define Highlight Settings
- 205 Define Highlight Conditions
- 206 Define Highlight Formats
- 207 Change the Appearance of Fonts in Highlights
- 207 Change Gantt Symbol and Color Settings
- 208 Define Highlight Font Settings
- 209 Edit CPM Symbol and Color Settings
- 210 Save Highlights
- 210 Remove Highlights
- 211 Delete Highlights