Quick Tip: How to apply non-working hours from Calendar Template in PSA / Project Operations

Problem Definition: It is generally thought by Project Operations / PSA (PO/PSA) users that the non-working hour cannot be copied via 1 Template resource to another resource when the Calendar Template is assigned. It is only assumed that the working shifts and the weekends marked are the only ones that gets copied.

But that is not the case. There is a minor catch in how we do it. Following tip will help you make the non-working hours copy when a Calendar template is applied to a resource that contains a template resource which has the non-Working hours in the Work hours.

Solution:

Perform the following steps to get to the required solution mentioned in the Problem Definition.

Step 1:

Add a non-working hour in the template of the resource by following the screenshots below:

Step 2:

Click on the Template Resource and add a non-working hour as shown below in the Screenshot.

Step 3:

Select the Date range that you want to mark as non-working days. Mark them as all day. In my case, I have selected 12-July as the non-working day.

The Calendar gets marked with a non-working day as shown below.

Step 4: Navigate to the Calendar Template again and Remove the Calendar Tempalte Resource and Save  the Calendar Template as shown in the below screenshot.

Step 5: Re-add the same Calendar Template Resource again and Save the Template.

Step 6: Navigate to the Resource entity and select the resources whom you want to apply the Calendar Template and apply as shown in the below screenshot.

Step 7: Final step to validate if the resource which was applied with the Calendar Template is having those non-working hours as the Calendar Template resource had.

This blog reflects my personal findings and based solely on my experience of using PSA/PO for last 4 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.

This helps in keeping all the ONLY ACTIVE projects in the view and the ones that needs our action and attention.