Configure your User Calendar

The global Working Calendar is used by Polarion's project planning engine to calculate the amount of actual working time available to projects. The Working Calendar defines the working days in a work week, and working hours within each working day. It may also specify special nonworking days and times such as public holidays.

If your organization uses a Polarion product with this feature, you should check your User Calendar before you begin processing Work Items. Your User Calendar tells the system what days and hours you normally work and enables you to report exceptions to that, such as vacation, leave, or other planned time off. This information is used by the project planning engine when creating and reporting project plans. The global Working Calendar settings, which define the standard working time, holidays, and so forth for your company, appear by default in your User Calendar. You only need to change your User Calendar when your work schedule differs from that defined in the global Working Calendar.

You specify your actual work schedule in your User Calendar. You can also specify planned time off such as vacations or leaves of absence. You can also log temporary schedule differences. For example, if you plan to take several hours per week off over a period of 3 months to attend some classes, you can configure your User Calendar to reflect this.

Anything in your personal calendar that differs from the global calendar is taken into account by the planning engine and reflected in the project plan of each project in which you have Work Items assigned to you. Project managers and teammates can see your working and nonworking time in the Live Plan chart.

Before configuring your User Calendar, you might want to read the section on the Working Calendars feature in Configure the global working calendar.

Access your User Calendar

Your User Calendar is available on your user profile page. Access this page by clicking the My Account link in the tool view of Navigation. Scroll the page until you find User Calendar. Click it to load your User Calendar. You can use the set of graphical controls to make and save changes to your User Calendar.

Edit your User Calendar

The Regular Schedule section lists the working days and times of your normal work schedule. By default, the values are from the global Working Calendar. If your regular working time differs from the global schedule on one or more working days, you can change the start and end time for the affected day(s).

  1. Select the check box beside the day you wish to change. This enables the override of the global Working Calendar. The Start Time and End Time boxes are now editable.

  2. Change the Start Time and/or End Time value(s) as desired.

  3. Click Save in the toolbar above the section.

Tip:

You can mark any day in the Regular Schedule section as a nonworking day by clicking the icon after the End Time field.

Revert to the Global Schedule:

Suppose you changed the start and/or end time for several week days in your Regular Schedule because you were working only part time, and now you have started working full time and want to sync your User Calendar back to the global schedule. To do this, clear the check box next to the modified work day(s) and save the change.

Define schedule exceptions:

In the Schedule Exceptions section, you can define exceptions to the regular schedule. Exceptions can be permanent, or temporary for a specific period of time. For example, suppose you take time off for a holiday that occurs on the same date every year. This can be set up as a permanent exception to your normal work schedule. If such a holiday falls on a different date each year, it can be set up as a temporary exception.

Schedule Exceptions are of two types:

  • Time Off: The exception is time that will not be available for work in addition to any nonworking time configured in the Regular Schedule.

  • Time Working: The exception is time that will be available for work in addition to the working time configured in the Regular Schedule.

Add a Schedule Exception:

  1. Enter a meaningful title for the exception in the Title field, for example, New Years Day Holiday.

  2. Select the exception type by choosing a value in the Type drop-down list, for example, Time Off.

  3. Specify the date when the schedule exception is to begin in the Date From field in this format: yyyy-mm-dd. Alternatively, click the calendar icon next to the field and choose a date in the pop-up calendar, for example, 2008-01-01.

  4. If the exception you are defining is temporary, specify the date when it should end in the Date To field, in the same format as mentioned in the previous step. For a one-day exception like our New Years Day example, the value should be the same date as in the Date From field. If the exception is ongoing, leave the Date To field empty.

  5. If the exception you are defining occurs only on one specific weekday in the time period defined, choose that day in the drop-down list in the Weekday column. Otherwise, leave the default value All days.

  6. If the exception you are defining is of the type "Time Working", set appropriate time values in the Time From and Time To fields, which are enabled when this type is selected. Time From is the time when the additional working hours start, and Time To is the time when the additional working hours finish.

  7. If you want to add another Schedule Exception, click in the Actions column and repeat the above steps on the new row that appears.

  8. When you are finished defining your Schedule Exception(s), click Save in the Working Calendar toolbar. To cancel all changes, click Revert.

Remove a Schedule Exception:

  1. Click in the Actions column of the exception you want to remove.

  2. Click Save in the Working Calendar toolbar. To cancel the remove (before any Save), click Revert.