Defining a Schedule

A schedule details the availability and unavailability of assigned resources for a specified period of time. You create a schedule using the following steps:

  1. Choose a schedule pattern and assign effective dates.

  2. Add exceptions to the schedule.

    An exception is an override of the existing schedule pattern. A holiday is an exception changing a normal work day to a not available day. An exception can also change a normal non-work day, such as Saturday, to an available day.

    Company holidays can be set up as global exceptions that can be incorporated into any schedule. Exceptions that apply only to a particular schedule can be created during the schedule creation process.

  3. Preview the schedule.

  4. Add resources

Define Schedule Notes

Create Exceptions Notes

Add Resources Notes