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:
- Default organization calendar: Defined in the User management > Calendars section.
- 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.