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Project Server 2003 IT Documentation
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Assigning Enterprise Calendars
 

You can use Project Professional to associate resources, tasks, assignments, and projects with an Enterprise Calendar by doing any of the following.

  • Assigning an Enterprise Calendar when saving a project to Project Server 2003
  • Assigning an Enterprise Calendar to a resource when working in Project Professional
  • Assigning an Enterprise Calendar to a task when working in Project Professional
  • Using the Import Projects Wizard to specify an Enterprise Calendar
  • Using the Import Resources Wizard to specify an Enterprise Calendar

Assigning an Enterprise Calendar When Saving a Project to the Project Server Database

Every time you save a new project to Project Server 2003, you must associate that project with an Enterprise Calendar. The default calendar is the Standard Enterprise Calendar.

To assign an Enterprise Calendar when saving a project to the Project Server database

  1. Open Project Professional as a user connected to Project Server 2003.
  2. On the File menu, click Save As.
  3. In the Save to Project Server dialog box, enter a value for Name, select Project from the Type list, select Published from the Version list, and then select an Enterprise Calendar from the Calendar list.

    Save to Project Server Screen Shot

  4. click Save.

Assigning an Enterprise Calendar to a Resource

Enterprise resources are maintained in the Enterprise Resource Pool, which is a special project saved in the Project Server database. Only users who are assigned the Edit Enterprise Resource Data permission in Project Server 2003 can check out the Enterprise Resource Pool. The Enterprise Resource Pool can only be edited in Project Professional. All new resources that are added to the Enterprise Resource Pool must be associated with an Enterprise Calendar. By default, new resources are associated with the Standard Enterprise Calendar.

 Note   If you change the Enterprise Calendar that is associated with a resource after it has been saved (published) to Project Server, it might result in changed allocations in the project schedule for that resource the next time you publish that project to Project Server.

To assign an Enterprise Calendar to a resource

  1. Open Project Professional as a user connected to Project Server 2003 and check out the Enterprise Resource Pool.
  2. On the View menu, select Resource Sheet.

    A. Datum Timesheet View

  3. Select a resource, and then double-click the resource row.

    – Or –

    On the Project menu, select Resource Information.

  4. In the Resource Information dialog box, select the Working Time tab, and choose an Enterprise Calendar from the Base calendar drop-down list.

    Resource Information Screen Shot

  5. click OK.

     Note   You can make exceptions to the Enterprise Calendar by editing the working times.

Assigning an Enterprise Calendar to a Task

You can assign Enterprise Calendars at the task level within enterprise projects.

To assign an Enterprise Calendar to a task

  1. Open Project Professional as a user connected to Project Server 2003.
  2. On the View menu, select Task Usage.

    A. Datum Timesheet View II

  3. Select a task within the project, and then double-click the task row.

    – Or –

    On the Project menu, select Task Information.

  4. In the Task Information dialog box, on the Advanced tab, select the Enterprise Calendar from the Calendar drop-down list.

    Task Information Screen Shot

  5. click OK.

 Note   Avoid conflicts between the Enterprise Calendar that is associated with a task and the Enterprise Calendar that is associated with the resource assigned to the task. The Enterprise Calendar that is associated with a task takes precedence over the Enterprise Calendar that is associated with a resource. For example, if the Enterprise Calendar that is associated with the task defines a day shift and the Enterprise Calendar that is associated with the resource defines a night shift, then the task will be scheduled for daytime hours, according to the task calendar.

Using the Import Projects Wizard to Specify an Enterprise Calendar

When you use the Import Projects Wizard to import projects that have both Enterprise Calendars and local calendars to Project Server 2003, you must associate these projects with an existing Enterprise Calendar. Note that associating an existing project with a new calendar might result in the application of a different schedule to the project.

 Note   The following procedure describes how to use the Import Projects Wizard to associate projects with Enterprise Calendars. It does not provide complete information about how to use the Import Projects Wizard.

To use the Import Projects Wizard to associate projects with an Enterprise Calendar

  1. Open Project Professional and connect to Project Server 2003.
  2. On the Tools menu, point to Enterprise Options, and then select Import Project to Enterprise to open the Import Projects Wizard.

    Import Project Wizard Screen Shot

  3. click Next.
  4. On the second page of the Import Projects Wizard, update values for Name, Version, and Type, and then select the Enterprise Calendar for the project from the Calendar drop-down list.

    Import Project Wizard II Screen Shot

  5. click Next.
  6. On the third page of the Import Projects Wizard, under Action on Import, select an Enterprise Calendar if the task is not already associated with one.
  7. click Next. Because you are not mapping task fields, click Next to move to the next page.
  8. In the appropriate row under Task Name, select the calendar in the Base Calendar column.

    Import Project Wizard Screen Shot III

  9. click Import. When the import is complete, click Finish to close the Import Projects Wizard.
  10. When you are ready to complete the import process, on the Collaborate menu, point to Publish, and then select Republish Assignments.

Using the Import Resources Wizard to Specify an Enterprise Calendar

When you use the Import Resources Wizard to import resources to Project Server 2003, you must associate these resources with an existing Enterprise Calendar.

To use the Import Resources Wizard to associate resources with an Enterprise Calendar

  1. Open Project Professional as a user connected to Project Server 2003.
  2. On the Tools menu, point to Enterprise Options, and then select Import Resources to Enterprise to open the Import Resources Wizard.

    Import Resource Wizard Screen Shot

  3. click Next. This page does not have any Enterprise Calendar-related steps, so click Next to move through it.
  4. On the third page of the Import Resources Wizard, under Base Calendar, select the Enterprise Calendar to associate with each resource that you are importing.

    Import Resource Wizard II Screen Shot

  5. click Next. When the import is complete, click Finish to close the Import Resources Wizard.
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