Defining a calendar

To set up a structure of calendars, completes the following steps:

Step 1. Defining the calendar code

Before you define a particular calendar, you must first define that calendar's parent calendar code when applicable. It is recommended to define the calendar code for the company first.

Step 2. Defining availability types

Use the Availability Types (tcccp0101m000) session to define availability types. The Default Available check box determines the default setting for the Available field in the Calendar Exceptions (tcccp0144m000) and the Workweeks (tcccp0105m000) sessions.

Specify if the availability type is using shifts. When using shifts, a mask must be defined in the Masks (tcibd4102m000) session to generate shifts.

Step 3. Specify calendar availability types

You can link availability types to calendar codes in the Calendar Availability Types (tcccp0150m000) session.

Step 4. Defining working hours types (optional)

Use the Working Hours Types (tcccp0103m000) session to define a working hours type. You use working hours types to store default values of working times, capacity percentages, efficiency factors, and an indication of whether the time is overtime.

If you want to use a working hours type, you must select the Use Working Hours Types check box in the Calendar Parameters (tcccp0100m000) session.

Step 5. Enter unavailable days

You can specify incidental unavailable days in the Non-working Days (tcccp0119m000) session. Non-working days are defined per calendar code.

Step 6. Defining the workweek calendar

Use the Workweeks (tcccp0105m000) session to define the working times for each day of the week for the availability type.

Specify the mask you want to use to create the shift identifier when generating shifts. To review your shift definition a report can be printed specifying shift details for the next two weeks that contains: start and end times for each shift, the net hours per shift, the shift identifiers (defined by mask) and how shifts are defined on and around the weekends.

Step 7. Specify calendar exceptions

These types of calendar exceptions can be defined:

  • Changes in working times, efficiency factors, capacity percentages, and overtime indicators for specific, recurring dates. For example longer working times on each last Friday of the month.
  • Adding additional available dates, for example opening a specific work center during the night.
  • Designate dates, such as recurring holidays, as unavailable.

Once these days are defined for a calendar, these are used to define the calendar working hours.

Step 8. Update the calendar working hours and shifts

Using the Update Calendar Working Hours (tcccp0226m000) session or the Update Calendar command in the Calendar Working Hours (tcccp0120m000) session, you can combine all the calendar definitions into a list of calendar working hours and shifts.

You can view the generated results in the Calendar Working Hours (tcccp0120m000) and Shifts (tcccp0102m000) sessions.

Use Update Calendar after each change in the definitions, any changes made are not available for use until the update takes place.

Step 9. Make manual changes

The following changes can be made to a calendar manually:

  • Changes in the definitions

    Changes made to the workweek result in changes in the calendar working hours. These changes only go into effect after the calendar is updated.

  • Changes in the calendar working hours

    If the needed changes should impact only a few days, the calendar working hours can be adjusted directly in the Calendar Working Hours (tcccp0120m000) session. The calendar does not need to be updated for the changes to go into effect.

Step 10. Assigning the calendars to resources

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