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Calendar management

ORGANIZATION > User management > Calendars

The Calendars menu allows you to create and manage calendars for your company. Calendars define non-working days for your organization. For example, if your company operates in multiple regions, you can create a calendar for each region and assign it to users accordingly. You can also create calendars for holidays or special events.

When creating a calendar, you can:
- Set its name
- Define non-working days
- Designate it as the default calendar for the company

Creating a new calendar

To create a calendar different from the default, go to:
ORGANIZATION > User management > Calendars and click Add new calendar.

Select non-working days for this calendar.

Then, assign this schedule to users in the User management section.

Uploading non-working days via CSV

You can also upload non-working days using a CSV file by downloading a template and importing the data.

User calendar section

MANAGEMENT > Users > [User] > Calendar

Each user has two initially assigned calendars:

  1. Default organization calendar: Defined in the User management > Calendars section.
  2. Personal calendar: Includes user-specific holidays and leave days.

Additionally, you can assign account-level calendars, such as regional holiday calendars. Assigned calendars affect:

  • Non-working days
  • Availability
  • Effort estimation
  • Hour distribution

When a calendar is added or modified, ITM Platform recalculates the user's task effort distribution accordingly.

Managing user calendars

In a user's Calendar tab, you will see:

  • The default company calendar
  • The personal calendar (for individual holidays and leave)
  • Any account-level calendars assigned to the user

For example, if your company has regional calendars, you can add them here to ensure accurate scheduling for users in different locations.