Calendar MOD009AUC

Access path

• PM Administration Master Data Calendar

Information

• PLANTA supports the use of several calendars.
• In order to create calendars, the following decisions and information must be available:
  • Project time window: How far into the future do you want to plan?
  • When do statutory, regional or company holidays occur throughout the entire period?

Note

• A basic calendar, which is used as a copy template for creating individual calendars, is supplied with the PLANTA program by default.

Create Individual Calendar

Procedure

• Insert a new record by clicking on the Insert button or by right-clicking and selecting Insert Calendar
• Fill the Calendar and Calendar name fields.
  • In the Copy from: calendar field the delivered basic calendar which is used as copy template is set by default. After further calendars have been created, they can be used as copy templates, too.
  • The Start and End period fields are preset with default values but can be changed.
• Save.
• Refresh the display in the module by clicking on the Refresh/reset menu item.
  • The newly created calendar and the corresponding periods are displayed.
• Expand the tree structure of the calendar week records and activate or deactivate the Work checkbox for each work day depending on the respective requirements.

Import German Holidays

Define Standard Work Days (Only for MSP Export)

• The settings are exclusively relevant when exporting to Microsoft Project.

Information

• By activating the corresponding checkbox in the Standard work days of the calendar area it is possible to specify which week days are work days. The setting made applies to all weeks of the calendar by default.
• Only the deviations in the calendar for the defined standard work days are exported in order for the file size to be as small as possible.

Assign Calendar

• In PLANTA project, calendars can be stored on different levels.
  • The calendar is stored in the System calendar (DT345) in the License, system parameters and DB instances module for the entire system.
  • For projects, the calendar is defined in the Calendar parameter (DT461). This parameter is not used in the Standard but can be integrated in the required modules in customized systems.
  • For tasks, the calendar is entered in the Task calendar parameter (DT463) in the Schedule module.
  • For links, the calendar is entered in the Link parameter (DT465) in the Schedule module
  • For resources, the calendar is entered in the Calendar parameter (DT467) in the Resource Data Sheet module
    • The calendar assigned to the resources is used for the creation of resource periods. Some user modules refer to periods, others refer directly to the calendar. So you may experience different behaviors in modules, if, e.g., the calendar assigned to the resources has been changed after creating the resource periods.
    • If changes are made to the calendar afterwards, they do not have an effect on existing periods of the current resources but only on new periods. If you want changes to take effect on existing resource periods, you have to delete the periods of the respective resources which use the changed calendars and create them anew.

Delete Calendar

Procedure

• Right-click on the effect calendar and select the delete context menu command.
• Confirm the Do you really want to delete this calendar? dialog message with Yes.
• Save.

Note

• Upon deletion, it is checked whether the calendar is in use (in sytem parameters, in global variables or as a resource calendar).
  • If it is in use, it cannot be deleted. A respective dialog message with the specification of use is output.