How to Create a Custom Calendar Template in Project 2013 - dummies

How to Create a Custom Calendar Template in Project 2013

By Cynthia Snyder Stackpole

Although the three Project 2013 base calendar templates cover most working situations, you might want to create your own custom calendar template. Another reason to create a custom template is that the three Project 2013 calendars have no holidays specified. You may need to ensure, at minimum, that company holidays are indicated in the calendar you use to ensure that Project 2013 accurately schedules around those dates.

If you want to save some time when creating a template, start with an existing base calendar template that most closely fits your needs. Then modify it as you like by making changes to the working times and calendar options to ensure that they’re in agreement. After you create a new calendar template, it’s available for you to apply in all three calendar types: project, task, and resource.

Because the project calendar is the basis of the entire project, it should represent the most common working schedule in the project. If only certain resources in the project work odd hours, change the resource calendars and not the project calendar.

Follow these steps to create a new calendar template:

  1. Choose Project→Change Working Time.

    The Change Working Time dialog box appears.

  2. Click the Create New Calendar button.

    The Create New Base Calendar dialog box appears.

  3. In the Name box, type a unique name for the new calendar.

  4. Select either the Create New Base Calendar or the Make a Copy of x Calendar radio button; then select an existing base calendar from the list on which to base the calendar template.

    If you choose Create New Base Calendar, Project 2013 creates a copy of the Standard calendar with a new name. If you choose Make a Copy Of and select 24 Hours or Night Shift, the new calendar is based on that choice. Whichever you choose, it’s your starting point, and you can make changes to make the calendar unique after making this choice.

  5. Click the OK button to return to the Change Working Time dialog box.

    Now make changes to the working time for the new calendar template.

  6. Click the OK button to save the new calendar settings.

If you haven’t already done so, change the calendar options to match the working times of the custom calendar you created. You can do this from the Change Working Time dialog box, using its Options button.