Update of the Calendars in the Scheduler

Please note that calendars are only available to customers subscribing to the Advanced or Enterprise plans of the Aidi platform.

When creating a task, in the Planning tab it is possible to select one or more calendars applicable to this task. It is also possible to come back and apply a calendar later in the project. The default calendars in the list are not editable (7 days or Weekdays calendars). Other calendars are defined by supplier contact, on the Suppliers page.

1. In the task creation/editing mode, select the Planning tab
2. At the bottom of the section, select a calendar to apply to this task
   1. It is possible to select as many calendars as needed
3. The applied calendar(s) will be displayed and it is possible to delete them by clicking on the X
4. Click Save

✏️ Note: If Revised dates have been entered in the task, it will not be possible to add or remove a calendar to this task.

The selected calendar(s) are applied to the task and visible in the Days view of the scheduler or in the Calendar column. The unavailable days are in dark grey.

If more than one calendar is applied to a task, the non-availability days in gray in the scheduler are those where at least one non-availability is found among all the calendars applied or inherited to this task.

Example : 

When calendars are changed after being applied to tasks in one or more schedules, an update must be made in the affected schedulers so that the dates of the linked tasks and subtasks reflect this.   

✏️ Note: Any task with a status of Done or any task with defined actual dates are not impacted by calendar updates in their period. In other words, the start and end dates remain the same regardless of changes to the applied calendars. However, the actual duration is modified to reflect the actual days worked.

It is possible to update all the calendars of a project by clicking on the Update Calendars button.

This feature changes the end date of the tasks affected by the new calendar using the start date + the duration (see the definition of the duration in the article Display of the scheduler).

Since the Update Calendars feature only updates end dates, the start dates of dependent (downstream) tasks will not be changed as a result of the update. To realign the start dates of tasks according to the configured dependencies, click on the Auto schedule button. 

✏️ Note: If the calendar(s) applied to the scheduler no longer offer availability in relation to the dates vs. dependencies, automatic scheduling will be blocked and an error message will inform you of the changes to apply.

The calendar will be updated for all tasks and their dependencies. If the calendar of a parent task is updated, the child tasks, or subtasks, will take the same calendar. However, if the calendar of a child task or grandchild task is different from the parent task before the update, it will not be overwritten by the Update Calendar or Auto Schedule.

💡 Tip: Remember to regularly click on the Update Calendars and Auto Schedule buttons to ensure that the scheduler is up to date. 

✏️ Note: When the calendar of a child task is updated according to the calendar of the parent task, it is visible in the Diagram and in the new Calendar column. In the Planning tab of this task the name of the calendar does not appear.