Calendars

To create and configure a calendar:

1. Click the icon > Project configuration > Calendars.

   The Calendars page displays with the list of existing calendars.

2. Click New calendar.

3. In the Schedule section, specify your working days and hours. If you need to add holidays or short hours, click Add exception. For more information, see Exceptions.

   

4. Select the events to which this calendar will apply.

   Each event may have only one calendar associated with it so clear the selection for any events that will have their own calendars. See example below.

   

5. Click Save.

6. On the Calendars page, click Recalculate to update the data in your project.

   This will apply the new calendar to the project. Recalculating all the project data based on the new calendar will affect multiple timeline items. For more information, see Effects of applying a calendar.

After a calendar is applied, an Unknown status will be displayed for the number of timelines in dynamic sets. To see the actual number, you will need to update each set by opening it and clicking Recalculate Sets.

Exceptions

Exceptions are days or hours outside a given schedule. To create an exception, select its date and either specify a separate schedule or select Whole day for a holiday.

Effects of applying a calendar

Applying a calendar to your project will affect the following analysis modules, timeline sets, visualizations, and tools:

• Detailed Case (Instance) Analysis – For each timeline, you will see the working time periods between events. See Example 1: Work time in timeline instance.

• Timeline sets obtained by applying time filters – You can use filters (for example, to specify time intervals) to create timeline sets. Such dynamic sets must be recalculated after a calendar is applied. See Example 2: Timeline sets with and without calendars.
• All analysis modules except Protocols (for which a 24-hour working day is always used) – Calendars will determine the time intervals to be used by various analysis modules, affecting the results. See Example 3: Analysis modules with and without calendars.
• Cost calculations – After a calendar is applied, any project items with cost calculations will be updated. For example, the cost metric will be recalculated.

• Metrics,charts, and dashboards – Various metrics are used to create diagrams and display data on dashboards. These metrics will be recalculated after a calendar is applied.

  The business duration metric will not be available if no calendar has been specified.

Applying a calendar will not affect the Query, Protocols, and Classifications features. It will also not change the duration of the timelines and time gaps between events displayed at the top of the screen, see image below.

Example 1: Work time in timeline instance

After a calendar is applied, the following additional information will become available in Detailed Case (Instance) Analysis:

• The work time elapsed between consecutive events (calculated based on the calendar) will be displayed in orange. The calendar will not affect the duration of the timeline or the time gaps between consecutive events displayed in the Statistics section.

• The actual time elapsed between events calculated with the calendar ignored (assuming a 24-hour working day) will be displayed in gray and in brackets.

Example 2: Timeline sets with and without calendars

Without a calendar:

In this example, interval measurements have selected timelines with Order Hold and Stock Packed events. Time intervals between these events range from 1 to 2 days.

Click Apply to select timelines matching the specified time interval. The selected timelines can then be saved as a set.

With a calendar:

You must recalculate the timeline sets before doing this.

On applying the calendar, the number of timelines matching the criteria and the interval start and end points will change. As the calendar specifies work days and non-working days, the interval between the specified events will increase to 7 days.

Example 3: Analysis modules with and without calendars

Applying a calendar will affect any dynamic sets you have saved, as times will have to be recalculated. As a result, the output of various analysis modules will be different with and without a calendar. This example shows how applying a calendar affects deadline analysis.

Without a calendar:

In this example, deadline analysis performed on a dynamic set shows that 108 timelines missed the deadline, with more than 27 hours elapsing between the Order Hold and Stock Packed events.

With a calendar:

Once you have created a calendar and recalculated the timeline sets, click Run on the Deadline analysis screen. Note the change in the number of timelines that have failed to meet the deadline. The calendar has affected the timeline sets and, as a consequence, the number of timelines meeting your criteria has changed.

In some analysis modules, for example, Path analysis, the business duration metric will not be available if no calendar has been specified.