Open topic with left hand navigation

Creating a New Calendar

You can create as many calendars as necessary for the organization or for a workspace.

• Organization calendars can be added to any number of workspaces. Changes to the organization calendar can be synchronized to all the workspaces to which the calendar has been added.
• Workspace calendars created within the Workspaces work area are used only in the workspace in which they are created. They do not affect the organization nor any other workspaces.

A calendar can be created based on:

• A new blank document: You start off with a blank calendar and manually enter all the information. You can optionally select a base calendar to reduce data entry.
• An existing calendar: You copy an existing calendar and then make changes. All information from the original calendar is carried over, including exceptions. The original calendar becomes the base calendar by default, but you can select another base calendar.

Using a Base Calendar vs. Importing a Calendar

When creating calendars for a workspace, you can either create one using an organization calendar as the base calendar, or you can import an organization calendar into your workspace. The method you use will depend on how closely the workspace calendar should mimic the organization one and whether modifying the workspace calendar is permitted.

When you use an organization calendar as a base calendar, the settings from the base are just suggested settings. You can choose whether to adopt the working hours and daily exceptions or whether to disregard them altogether. By comparison, importing an organization calendar (or conversely, adding an organization calendar to a workspace) renders the calendar uneditable at the workspace level. You must change the calendar within the organization and then synchronize the changes to all the workspaces that use the calendar.

To create a calendar based on a blank document

1. Open the Calendars register.
2. Click New to create a calendar using the default template.

—or—

Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

A blank calendar appears. Some information may already be filled in, depending on the template used.

3. In the Title field, type the title of the calendar.
4. Optionally select a base calendar for this calendar.
5. If you are performing a workflow action on the calendar, complete the information required for this action. For more information, see "Calendar Workflow Actions" for a list of preconditions for a specific action.
6. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Daily Exceptions
• Properties
7. Click Save when done.

Proliance saves the new calendar.

What can I do now?

To create a calendar based on another calendar

1. Open the Calendars register.
2. Open the calendar to be copied.

The Main page of the calendar appears.

3. Choose Options > Copy to New.

A new calendar appears. This calendar replicates the work week and daily exceptions settings of the original. The original calendar is entered as the base calender.

4. In the Title field, type the title of the calendar.
5. If you are performing a workflow action on the calendar, complete the information required for this action. For more information, see "Calendar Workflow Actions" for a list of preconditions for a specific action.
6. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Daily Exceptions
• Properties
7. Click Save when done.

Proliance saves the new calendar.