Scheduling Calendar

The Scheduling Calendar allows you to add and define scheduling periods for your company. Scheduling periods are subdivisions of a company year that serve resource scheduling needs, typically established in alignment with months of the year.

Each scheduling period has a collection of scheduling dates. Scheduling dates separate the associated scheduling period into more granular segments, typically in alignment with the weeks of the year.

There can only be one scheduling calendar for the system.

General

In the General area, enter descriptive information about the calendar.

  Field Description
Code Displays 1 as the default code for the scheduling calendar. This value cannot be changed. The system is limited to one scheduling calendar.
Name Enter a name to describe the scheduling calendar. The name does not have to be unique.

Scheduling Periods

In Scheduling Periods, enter information for the scheduling periods available for your company.

Field Description
Code Enter a unique code for the scheduling period.
  Name Enter a name to describe the scheduling period. The year should be included, for example September 2018.
Short Name Enter a short name to describe the scheduling period.
  Quarter Select the quarter within the calendar year associated with this period.
Year Enter the calendar year used for the scheduling period.
Period Enter the period number. This is as a period of financial and project activity within a year. If companies use a monthly format, this would correspond with a calendar month. The period must be between 1 and 99.

Scheduling Dates

In Scheduling Dates, enter the Scheduling dates available for your company. A scheduling date can only exist within a single scheduling period.

Field Description
Scheduling Date Enter or select the date within the scheduling period. This is used to control scheduling of transactions. Typical dates are week-ending, usually in alignment with time recording periods, where the week-ending day can be any day of the week.
  Name Enter a description associated with the scheduling date.