Calendar
There are many different types of calendar, and many different uses. A calendar can be defined for resources, for phases and milestones, and for financial documents.
It is possible to mark days that are worked and days that are not.
For example, we can have a French calendar with public holidays such as May 8 or July 14, and create a new calendar specific to Alsace-Moselle, which has additional public holidays. You can also mark all Wednesdays as non-working days.
There are therefore 3 calendar elements:
- the platform calendar, used by default for all platform users, which defines, for example, days not worked as public holidays.
- the hierarchical calendar, a calendar specific to a structure perimeter
- the resource calendar, a calendar specific to the resource (part-time management, exceptional absences, etc.). The calendar can be adapted by the resource itself, unlike the platform and hierarchical calendars.
Calendar list
Filter calendar list
Click on 
Button name | Description |
|---|---|
By default, when a calendar is created, it is a platform calendar. You can create a hierarchical calendar by clicking on this button (via the contextual menu). |
It is not possible to change the view this screen.
It is possible to delete calendars en masse, but not to modify them en masse.
Rights required : 
Calendar consultation
Applying a hierarchical calendar to a resource : If a hierarchical calendar (defined as a resource calendar) is attached to the same structure as the resource, it is applied automatically. Note that if a platform calendar exists, it must be empty, as they are cumulative.
General actions
Add ➡️ Creating and editing a hierarchical calendar and Creating and modifying a platform calendar
Creating and modifying a platform calendar
Code .svg)
Platform calendar
A platform calendar is a calendar that applies to the entire platform: everything that is common to resources/milestones/phases/financial items.
To the left of each page is a period list pane. ➡️ 
Periods You can display the calendar for another specific period by clicking on its blue label in the list. You can enlarge or reduce the size of the pane, and close it.
If no period is selected, then the active period will be selected (year 2020).
A calendar can be duplicated to use the same information.
Rights required according to the actions carried out :
General actions
Create a rule (specific to the selected year)
Button name | Description |
|---|---|
Prints the entire Calendar tab. Opens the browser's print settings pop-up. | |
On modification only Allows you to view thehistory calendar modifications in a new window (date, user, action, etc.). Actions are sorted from most recent to oldest. | |
To return to the calendar list | |
Deletes all rules created for this calendar | |
Deletes a rule created for this calendar |
If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
It is not possible to link structure levels to the platform calendar.
Create a structure calendar for this requirement Creating and editing a hierarchical calendar.
For example, the resource calendar applicable in the UK can be linked to the corresponding structure level.
Creating and editing a hierarchical calendar
💡 It is possible to duplicate a hierarchical calendar to use the same information.
Code If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
Hierarchical calendar A hierarchical calendar applies to resources within a structure. For example, if a Geography structure exists, then a German calendar (with specific public holidays) can be associated with the structure value structures Germany structure value . Users attached to this structure level (and their associated resources) will then be able to have an appropriate calendar.
To apply it, therefore, we need to work not on the application of calendars to users, but on the structure link of the hierarchical calendar and on the structure link of resources (possible in mass modification). For the calendar to be applied, the structure link must be shared (calendar and resource) on the reference structure .
To the left of each page is a period list pane. ➡️ Periods You can modify the calendar for another specific period by clicking on its blue label in the list. The pane can be enlarged or reduced in size, and closed.
If no period is selected, then the active period will be selected.
On calendars, days worked are highlighted in blue and days not worked in orange. It is possible to create specific rules for a given year or for all years. (Example: January 1st is defined as not worked for all years).
Rights required according to the actions carried out :
General actions
Delete calendar)
Create a rule (specific to the selected year)
Button name | Description |
|---|---|
Prints the entire Calendar tab. Opens the browser's print settings pop-up. | |
On modification only Allows you to view thehistory calendar modifications in a new window (date, user, action, etc.). Actions are sorted from most recent to oldest. | |
To return to the calendar list | |
Deletes all rules created for this calendar | |
Deletes a rule created for this calendar |
Hierarchy levels can be attached to the calendar in the Attachments.
For example, the resource calendar applicable in the UK can be linked to the corresponding structure level.
Create a rule (for all years)
Type 
The rule created will be displayed in the calendar at the bottom of the page, in blue (worked) or orange (not worked).
General actions
Duplicating a calendar
This action allows you to create a new calendar with a single click, retaining all the parameters of the calendar you are duplicating (days worked, public holidays for each year...).
Just click on