Manage Holiday Calendar
Holidays are used to determine task completion dates in schedules. If a schedule is not crashed, weekends and holidays will not be used when determining task dates from lead, lag, or duration values.
You have the ability to apply a default holiday calendar at the Firm-level and the Portfolio-level. However, the system will honor the default schedule information in this order: Schedule tab on the entity, Portfolio Summary page, Manage Company page.
To navigate to the Manage Holiday Calendar page:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Holiday Calendar link in the Portfolio / Capital Program Administration column.
The Manage Holiday Calendar page opens.
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Follow a procedure below.
To add a holiday calendar:
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Click Add Holiday Calendar.
The Add dialog box opens.
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Enter the name of the calendar in the Calendar Name field.
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Click Add.
The dialog box closes. The calendar appears in the Holiday Calendar table.
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Double-click the calendar you created.
A Details table appears below the Holiday Calendar table.
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Click Add Holiday.
The Add window opens.
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Enter the name of the holiday in the Holiday Name field.
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Select the year of the holiday from the Year field.
If the holiday occurs on the same day each year, do not select a year from the field.
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Select the month of the holiday from the Month field.
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Enter the day of the holiday in the Day field.
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Click Add.
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Repeat steps 5 - 10 to add additional holidays to your calendar.
To edit the name of your holiday calendar:
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Click Edit in the Actions column of the record.
The Edit dialog box opens.
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Make your changes.
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Click Update.
The dialog box closes.Your changes are saved.
To edit holidays in your holiday calendar:
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Double-click the name of the holiday calendar whose holiday you want to edit.
A Details table appears below the Holiday Calendar table.
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Click Edit in the Actions column of the record.
The Edit dialog box opens.
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Make your changes.
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Click Update.
The dialog box closes.Your changes are saved.
To delete a holiday calendar:
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Click Delete in the Actions column of the record.
A dialog opens, asking you to confirm your choice.
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Click Yes.
The holiday calendar is deleted. It no longer appears on the Manage Holiday Calendar page.
To delete holidays from your holiday calendar:
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Double-click the name of the holiday calendar whose holiday you want to delete.
A Details table appears below the Holiday Calendar table.
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Click Delete in the Actions column of the record.
A dialog opens, asking you to confirm your choice.
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Click Yes.
The holiday is deleted. It no longer appears on the calendar.
Add Holiday Calendar