Create or edit resource calendar
For each resource you enter, iTaskX creates a individual Resource-Calendar based on the settings in the selected Project-Calendar. You can also create and assign other Base-Calendars for individual resources or resource groups to indicate specific working hours; for example, you can assign a resource to the swing shift or night shift. You can adjust Resource-Calendars to indicate nonworking time, such as vacations and leaves of absence.
To edit or create a Base/Resource-Calendar in iTaskX choose „Edit” > „Working Times…” or use the toolbar icon.
This sheet shows the available calendars (Base- and Resource-Calendars) in the left portion. To create a new Base-Calendar click on the „+” button.
The right portion of the „Working Times” sheet contain two tabs:
Use „Simple” to define the general working days and hours of your calendar, as well as regular non working times like weekends and evenings.
To make changes select a calendar in the left portion of the sheet, select one or more weekdays and edit their working times or set them as „Workfree” by using the check box.
Use „Advanced” to change working times for special days, for example, holidays or special days off. iTaskX does’t include a preset holiday calendar. If you want to add holidays or special days off for your calendar you must specify them one at a time or import this days from iCal by using the „+” button.
To change a special day select a calendar in the left portion of the sheet, click on a date in the calendar and edit their working times or set them as „Workfree” by using the check box. You can also select multiple days by pressing „COMMAND” ⌘ while you select another day.
To change values for a weekday, for example, every Saturday, click on the „S” for Saturday in the header of the calendar and edit their working times or set them as „Workfree” by using the check box. After that every Saturday in this calendar is changed. You can also select multiple weekdays by pressing „COMMAND” ⌘ while you select another weekday.
If you have created a new Base-Calendar for a resource, you need to assign that calendar to the resource - in contrast to the automatically created Resource-Calendars which are used by default.
To assign a calendar to a resource:
- Click on the „Resource List” icon in the iTaskX Library.
- Double-click the desired resource.
- In the upcoming pop-over select the new base calendar.
- Click „Done” to close the pop-over.
You can also easily assign a Base-Calendar to a resource in the „Resource Sheet” view which shows all resources as spreadsheet.