Calendar

Project Calendar is a display mode of the project Calendar facility. In Project Calendar mode, the Diary panel shows the selected period of time (see the Project Calendar topic) containing flags for each event that takes place in or through that period. These events can be, for example, meetings, staff absences or commitments, product releases or public holidays.

You can customize the range of events that you record, using the Configure Subtype dialog.

Access   Project | Calendar > Project Calendar

Record an event in the Project Calendar

Step

Action

See also

1

Double click on the required day, or the first day in a longer period.

The Project Event dialog displays.

 

 

2

In the Subject field, type the name of the event.

 

 

3

If the event is to take place at a specific place, in the Location field type the name of the place or room.

 

 

4

In the Category field, click on the drop-down arrow and select the appropriate categorization:

Event (such as an external trade show, or internal presentation)
Meeting (whether internal or external)
Milestone/Objective (such as a product test or release)
People (an absence or commitment of a specific staff member)

 

 

5

If the event is likely to occupy one complete day, select the All day event checkbox; this:

Places the event icon at the top of the day field in the Diary, above any time sections
Hides the time sections of the Start time and End time fields

 

 

6

In the Start time and End time fields, specify the start and end dates and/or times of the event.

In the date section of each field, either:

Click on the drop-down arrow to display the current month and select the month and date, or
Click on the 'spin' arrows to roll the date forwards or backwards by one day at a time

 

In the time section of each field, click on the hour or minute components (which are separate) and either:

Type in the required time or
Click on the 'spin' arrows to roll the time backwards or forwards

 

 

7

In the Event Type field, click on the drop-down arrow and select an appropriate type label for the event; the options change depending on the value you selected for the Category field.

This provides the fill color for the event icon, as indicated by the fill box next to each option.

 

 

8

In the Defined as field, click on the drop-down arrow and select the indicator for whether the event is internal or external to your organization.

 

 

9

If the event consists of a telephone call, select the Phone Call checkbox.

 

 

10

In the description field, type any notes required on the event; these display in the mouse roll-over tool tip for the event on the Diary panel.

 

 

11

If this is event repeats at regular intervals, click on the Recurrence button and complete the Event Recurrence dialog (see below).

 

 

12

Click on the OK button to save the event and display it on the Calendar.

 

 

 

Define a recurring event

Step

Action

See also

1

In the Start and End fields, specify the start and end times of the event; click on the hour or minute components (which are separate) and either:

Type in the required time or
Click on the 'spin' arrows to roll the time backwards or forwards

 

 

2

In the Duration field, click on each of the day(s), hours and minutes portions and either type or 'spin' to the required value.

The hours and minutes portions are linked to the Start and End fields, so that:

As you edit the Start field or the Duration field, the End field adjusts to maintain the duration relative to the start time
As you edit the End field, the Duration field changes to match the difference between the start and end times

 

 

3

In the Recurrence pattern panel, select the appropriate radio button for the frequency of the event.

As you select the radio button, the fields on the right of the panel change to further define when the event recurs.

 

 

4

Select the appropriate radio buttons and field values, with the following guidance:

Daily can be every 1, 2, 3, 4, 5 or 6 days, or every day of the working week
Weekly is on one or more specific days of the week, the events being separated by a period of between 1 and 51 complete weeks
Monthly can be on a specific date or a specific day of the month, the events being separated by a period of between 1 and 11 complete months
Yearly can be on a specific date or a specific day of a specific month

 

 

5

In the Range of recurrence panel, in the Start field, specify the date on which the event cycle begins.

Click on the day, month and year components (which are separate) and either:

Type in the required value or
Click on the 'spin' arrows to roll the date backwards or forwards

 

 

6

Select the appropriate radio buttons to indicate that the recurrence cycle:

Has no defined end point
Ends after a specific number of occurrences of the event (type in the number)
Ends by a specific date (enter the date)

 

 

7

Click on the OK button, and again on the Project Event dialog.

The event icon displays at all points in the Calendar where it is scheduled to occur, as defined in the Event Recurrence dialog; the recurrence is indicated by a graphic depicting two recirculating arrows.

 

 

8

If the recurrence is no longer required:

Double-click on the icon for any occurrence of the event, to display the Project Event dialog
Click on the Recurrence button to display the Event Recurrence dialog
Click on the Remove Recurrence button; the Event Recurrence dialog closes
Click on the OK button; the Project Event dialog closes

 

Only the first occurrence of the event remains in the Calendar.

 

 

Notes

The Project Calendar is available in the Corporate, Business and Software Engineering, System Engineering and Ultimate editions of Enterprise Architect
In the above editions, if security is enabled you must have Manage Project Calendar permission in order to create, update or delete Project Calendar events; if security is not enabled, you can change data without this permission
In the Lite edition of Enterprise Architect, you can view Calendar entries but not change them
You can transport a calendar of defined events between projects, using the Export Reference Data and Import Reference Data options

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