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:    View | Project Calendar > Project Calendar

How to:

To record an event in the Project Calendar, follow the steps below:

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

 

 

To define a recurring event on the Event Recurrence dialog, follow the steps below (some information defaults from the Project Event dialog, but you might have to edit it to accurately define the recurrence details):

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

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