Assigning a Resource Work Calendar

Each employee and vendor you want to use as a project resource must have a work calendar assigned on their record. One is initially assigned by default, but you can select any work calendar you’ve created if you want to change it.

Employee Resources

To assign a work calendar to an employee:

  1. Go to the list of employee records at Lists > Employees > Employees.

  2. Click Edit next to the employee you want to assign a calendar to.

  3. Click the Human Resources subtab of the employee record.

  4. In the Work Calendar field, select a calendar.

  5. Click Save.

Vendor Resources

To assign a work calendar to a vendor:

  1. Go to the list of employee records at Lists > Relationships > Vendors.

  2. Click Edit next to the vendor you want to assign a calendar to.

  3. Click the Financial subtab of the vendor record.

  4. In the Work Calendar field, select a calendar.

  5. Click Save.

Inline Editing

If you want to update the work calendar for many employee or vendor records at one time, you can run a search for the appropriate records and then use Inline Editing to update the necessary records quickly. For more information, read Using Inline Editing.

Related Topics:

General Notices