Enterprise Global Base Calendars

[Carrie]

tHello,

I'm having a base calendar issue. I have been asked to create a base
calendar with holidays in it, I created a test calendar with no problems. I
opened a resource and changed their base calendar to the test calendar. I
then opened a test project with that resource in it, went to Tools-Change
Working Times to see if the Test Calendar was applied and it was not?

Am I missing a step somewhere? This is all in Project Pro 2003. I have
administrator access.

Thank you in advance for your help!

 

[Mark Everett | PMP]

Carrie -

Been there and done that. The T-shirt was too large. I usually don't
over-write default settings on my client's Project Server, but I make
an exception for the Project Calendar.

The Project Calendar wants to default to "Standard" every time, so
people have to be sure and select the new calendar in Project > Project
Information AND in the Gantt chart (it has its own calendar setting).

So that provides a training issue or opportunity, plus a lot of
confusion when the Gantt chart doesn't show the same time off as the
table.

The easiest thing to do is to modify the Standard calendar. You will
probably have to create some additional calendars for alternate
schedules too.

Hope this helps,
Mark Everett
www.quantumpm.com

 

[Carrie]

Thanks so much Mark!

 

[Carrie]

Mark, sorry another question on the calendar.

If I want to have the resources vacation time marked as non working days,
would i open Enterprise Pool and edit the calendar from there? If they have
the Standard calendar as their base calendar, is that going to mark
everyone's calendar with a nonworking day?

Hope that makes sense!

 

[Dale Howard [MVP]]

Carrie --

When you edit a resource's calendar in the Enterprise Resource Pool, you are
editing the calendar of that resource only. Your changes will not impact
any other resource in the pool. Hope this helps.

 

[Carrie]

Thanks Dale, that does help. I'm sorry if I am being really dense about
this, but if I want to show resources vacation time as non working days, the
only way to do that is to open the Ent Res Pool, open the resource and mark
the days as non working.

If that is correct, then I would have to give the Proj Mgr's access to the
Ent Res Pool to make changes to resource calendars, right?

Is there anyway around that? Do administrator's usually do that?

Thank you!

 

[Dale Howard [MVP]]

Carrie --

You are absolutely correct about how to enter non-working time on a
resource's calendar in the Enterprise Resource Pool. I applaud you for
making this decision, since it will allow Project Server to automatically
reschedule project work around each resource's vacation times. The
permission to open the Enterprise Resource Pool for editing belongs to
members of the Administrators group, the Portfolio Managers group, and the
Resource Managers group. Generally speaking, I ususally favor having a
Project Server administrator handle changes to the Enterterprise Resource
Pool, since you don't want lots of people messing with this. But if you
want your PM's to handle this, you would probably want to add them to the
Resource Managers group. Hope this helps.

 

[Carrie]

Ok, I got it now. Thank you so much for the explanation!

I would prefer to make the changes to the Ent Res Pool myself, since there
are dangerous end users out there, but I will leave that up to my boss. But
with your help, I can now present it very clearly.

 

[Dale Howard [MVP]]

Carrie --

You are more than welcome, my friend!