Part III: Environment Items > Business Calendar > Creating a Business Calendar

Business Calendar

A business calendar defines working and non-working days for an organization. XTRAC uses the business calendar to invoke XTRAC rules. For example, milestone rules, process completion rules and suspend rules.

XTRAC uses a business calendar to track target completion dates and times. For example, you have a work item that indicates it takes 6 hours to complete. It is now 3 p.m. on a Friday and the business calendar associated with the work item specifies that your day ends at 5 p.m. XTRAC automatically calculates that you have two hours remaining in your business day and then rolls the four remaining hours to the following Monday, which is your next business day. The system uses your business calendar to adjust for evening, weekend, and holiday hours that are not part of your business day when calculating the target completion date and time and the completion percentages associated with an amber and red jeopardy status.

XTRAC provides a default business calendar. You can define additional business calendars and associate them with specific work item rules. XTRAC provides the following predefined holiday sets:

Creating a Business Calendar

Note: To define a business calendar, you need the Create Business Calendar security function as part of the security group that is associated with your entitlement set.

To create a business calendar

  1. In Feature Explorer, click Environment.
  2. Click Business Calendar.
  3. In the Business Calendar Summary window, click New.
  4. In the Business Calendar Detail window, in the Name field, enter a name for the business calendar (up to 30 characters).
  5. In the Description field, enter a description for the business calendar (up to 60 characters).
  6. In the Business Hours field, enter the starting time for the business day.
  7. In the To field, enter the ending time for the business day.
  8. In the Time zone download field, select the time zone for the calendar.
  9. (Optional) In the Days drop-down list box, select predefined non-working days.
  10. (Optional) In the Holidays drop-down list box, select a predefined holiday set.

XTRAC displays your holidays in gray and your selected non-working days on the business calendar.

  1. Click Apply.
  2. (Optional) Click a date in the calendar grid to add an additional non-working day.
  3. In the Description field, enter a name for the non-working day, and then click OK.
  4. (Optional) To revert a non-working day to a working day, click the non-working day, and then click Yes in the Revert to working day confirmation message.
  5. (Optional) To clear the entire calendar and start over, click Reset.
  6. (Optional) In the Change Request ID field, enter the ID for the change request (up to 30 characters).
  7. (Optional) In the Memo field, enter the reason for creating the admin group.
  8. Click Save.

XTRAC adds your new business calendar.

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