Calendar Details

This function may be used to create a new calendar or to add years to an existing calendar.

A calendar must be defined for at least four years, starting one year before the current year and ending at least two years after the current year. Otherwise, Dollar Universe will substitute the missing year(s) using the general calendar defined on the local Node. If Dollar Universe cannot find the required year range for a calendar, the Tasks associated to this calendar will not be scheduled.

Don't forget to click Save to save your calendar.

General

• Type

  Select the type of the calendar: It may be:

  • Template

    Non-operational calendar created for distribution on the Management Units. The value in the specific target field can be any combination of alphanumeric characters. Enter a name for the template.

  • Specific MU type

    Calendar defined for a Management Unit type, local to the Node where it is defined. Select an MU type from the drop-down list.

  • Specific MU

    This means that the calendar will be applied to the Management Unit specified in the "Specific Destination" field. The target can be selected from the drop-down list of available Management Units. Select an MU from the drop-down list.

  • General

    The default calendar for the Area. No target name is required.

• Label

  Enter the description of the calendar.

• Date Range

  Specifies the calendar range:

  • From: First year of the calendar.
  • To: Last year of the calendar.

The calendar must cover at least four years: from current year -one to current year +two. The last year of the calendar cannot exceed 2049.

Display

This section displays the days of one year of the calendar.

Under the toolbar there is a sliding scale that allows you to change the year being displayed by sliding the blue icon from side to side.

By default the calendar is represented graphically. This can be changed to a list by clicking the List View / Graphic View toggle.

A day can be a working day, a closing day or a holiday. By default, weekdays are working days and weekends are closing days. Refer to section: "Calendar Default Settings" for details of how to change the default calendar definition.

To change the type of a day:

• Click on the type of day button: "Closing day", "Holiday" or “Clear”.
• Click on the day to be changed, the day should take the color of the associated type of day button.
• Click on the type of day button again to release the feature.

To change the type of a whole month:

• Click on the type of day button: "Closing day", "Holiday" or “Clear”.
• Then click on the name of the month to be altered, all the days in the month should change colors.
• Click on the type of day button again to release the feature.

To change the type of a whole week:

• Click on the type of day button: "Closing day", "Holiday" or “Clear”.
• Click on the number of the week to be altered.
• Click on the type of day button again to release the feature.

Fiscal Period

This window allows the user to define the fiscal periods in the calendar to apply the rules based on these fiscal periods.

Fiscal period format: the fiscal year can be calculated in multiples:

• In months (check 12 months). In this case, indicate the start date of the fiscal year.
• In weeks (check 52/53 weeks). In this case, select the first day and the first month of the fiscal year then select the number of weeks per month in the 1st quarter of the fiscal year. Two additional parameters are used to adjust for leap years.

This data allows the calculator to define the date from which it can calculate the scheduling rules.

These settings may be applied to the current year or every year in the calendar.

Click Apply to apply your choices without closing this window. Click OK to apply your choices and close the window. Click Cancel to close the window without applying your choices.

Days of the week

This window makes it easy to change the type of a day of the week throughout the whole year or the whole calendar.

By default, Monday to Friday are working days, and Saturdays and Sundays are closing days.

To change the type of a day, select the desired type from the drop-down list corresponding to the day in question.

• Keep unchanged

  Changes nothing, otherwise select working day, closing day or holiday.

These settings may be applied to the current year or every year in the calendar.

Click Apply to apply your choices without closing this window. Click OK to apply your choices and close the window. Click Cancel to close the window without applying your choices.

Special Days

“Special days” allow you to adapt calendars for a wide range of national holidays and special days.

The “Special Days” window contains a list of 75 different countries identified by name and flag.

• Check the box next to the desired country: All special days are automatically selected for this country.
• Or click the "+" plus sign next to the desired country to expand the list of special days for that country. The special days can then be selected individually as required.

• Assign attribute

  By default, the day type for special days is Holiday. However, you may declare them as working or closing days as well.

These settings may be applied to the current year or every year in the calendar.

Click Apply to apply your choices without closing this window. Click OK to apply your choices and close the window. Click Cancel to close the window without applying your choices.

Special days are displayed in the calendar with the top left hand corner marked red to distinguish them from manually posted holidays. By default, Dollar Universe V6 calendars have no set special days.

To clear a special day in the calendar, click the Clear button and click the day in the calendar.

Calendars – Color Preferences

Predefined colors for closing days and holidays can be customized.

Click on the existing color to display the Color chooser window, select the new color and click OK.

Working day color cannot be customized.