This video from Tactplan provides instructions on how to manage and create calendars within the platform, an essential feature for customizing how project time is tracked and managed.
Key points include:
- Accessing the Calendar Tab: The process begins by navigating to the calendars tab, where the base calendar is located. This base calendar serves as the default timing framework for all projects.
- Editing Calendars: Users can right-click on the base calendar to edit its properties, including the calendar's name, working days, and active working hours. This customization allows the calendar to match the specific operational requirements of the project or organization.
- Adding New Calendars: To add a new calendar, users can click the "add calendar" button. They will be prompted to enter details such as the calendar's name and working parameters, similar to when editing an existing calendar.
- Naming Calendars: It's important to assign distinct names to different calendars to avoid confusion, especially in environments where multiple calendars might be used to represent different shifts, locations, or project phases.
- Saving Changes: After setting up or modifying a calendar, clicking "save" will apply the changes, updating the project setup with the new or adjusted calendar settings.
This feature is particularly useful for project managers needing to tailor project schedules to different time constraints or operational periods, ensuring that all project activities are aligned with the appropriate working times and holidays.
