3.2.4.1 Calendar management functions
The “Calendar management function” is used for creating, confirming and editing calendars for the purpose of grouping and managing work items.
Existing calendars can be copied to create new calendars. Users can also prepare their own calendar templates in advance and then use those templates to batch add work items.
The adding, confirming and editing of work items linked to calendars is done using the “Work item management functions”.
(Figure) Calendar management function
More details on the composition of the [Calendar management functions] window are shown below.
(Table) Components of the Calendar Management Functions window
| Components | Description | |
|---|---|---|
| ① | Operation button | Use to perform the following calendar operations.
|
| ② | Filter area | Configure conditions and filter calendars. For details, see "Filter area". |
| ③ | Calendar list | In the cases set out below, a list of calendars will be displayed.
|
The [Filter area] allows you to filter calendars using combinations of multiple filter conditions.
The filtered results are displayed in the [Calendar list].
If you navigate to another page, the filter settings are deleted and the default settings restored.
A description of the [Filter area] items are shown below.
(Table) Calendar filter area items
| Item | Description |
|---|---|
| "Add Filter" column | Click the  icon to add a filter column. The filter column is the same as the "(Table) Calendar list items" (excluding [Assigned Groups] and [Template]). |
 icon |
Checked items are applied to the filter. Items that are not checked are deleted when the [Apply] button is clicked. |
| [Apply] button | Applies set filter conditions to filter calendars. |
[Calendar list]
The items in the [Calendar list] are shown below.
| Item | Description |
|---|---|
 |
A checkbox for selecting target operations. |
| Name | Calendar name Click to display the [Calendar Detail] window. You can also edit calendars on the [Calendar Detail] window. |
| Description | Description of calendar |
| Assigned Groups | Groups assigned to the calendar |
| Template | The [Calendar Template] configured when the calendar was created Click the copy icon to copy the URL of the calendar template file in GitLab. The URL will be for version from when the calendar template was applied. For details, see "Version control of calendar templates". |
| Created by | Name of the user who created the calendar |
| Created on | Date and time the calendar was created |
(1) Create calendar
To create a calendar, click the “Create” button, enter the details set out below on the displayed [Calendar Creation] window and click the “Save” button.
Users who create calendars must be assigned the Primitive role “calendar_user” in addition to a role that allows them to access the Schedule tab. For details on roles, see “Correspondence between roles and support functions in Ops I”.
(Table) Input items in the “Calendar Creation” window
| Item | Required | Description |
|---|---|---|
| Name | Yes | Calendar name A single-byte and double-byte space cannot be used for the first or last character. The number of characters allowed is from 1 to 256. |
| Assigned Groups | Yes | Click the  icon to assign a group. More than one can be selected.Only the groups assigned here can be assigned in the [Assigned Groups] of the work item. |
| Calendar Template | No | Click the icon to select a calendar template. Those calendars for which work items have been defined in the "Calendar" YAML file can then be advance registered in the repository as "Calendar templates". You can select those templates to batch register the defined work items. |
| Description | No | Description of calendar The number of characters allowed is from 0 to 10,000. However, HTML tags such as <p> are added automatically when entering text. This means that even if the number of entered characters does not exceed the limit, a message similar to "Inputted data has exceeded the maximum acceptable number of characters. The maximum number of characters: 10000" may be received. If you see this message, please change the entered text accordingly. |
(2) Copy calendar
Simply copy a calendar if you want to create a new calendar based on an existing calendar. When copying a calendar, any work items linked to that calendar will also be copied.
To copy a calendar, add a check to the checkbox of the calendar that you want to copy and click the “Copy” button. The [Copy calendar] window reflecting the information of the original calendar will be displayed. Enter the details set out below and click the “Save” button. This will create the calendar.
(Table) Input details for the “Copy calendar” window
| Item | Required | Description |
|---|---|---|
| Source calendar | No | Name of original calendar This is for reference only. |
| Name | Yes | Calendar name The number of characters allowed is from 1 to 256. |
| Assigned Groups | Yes | Click the icon to assign a group. More than one can be selected. Only the groups assigned here can be assigned in the [Assigned Groups] of the work item. |
| Calendar Template | No | If [Calendar Template] has been set in the original calendar, that [Calendar Template] name will be displayed. This is for reference only. |
| Description | No | Description of calendar The number of characters allowed is from 0 to 10,000. However, HTML tags such as <p> are added automatically when entering text. This means that even if the number of entered characters does not exceed the limit, a message similar to "Inputted data has exceeded the maximum acceptable number of characters. The maximum number of characters: 10000" may be received. If you see this message, please change the entered text accordingly. |
The following items are not copied and must therefore be configured after the copy is performed.
Also, if a workflow has been associated to a recurring work item or single work item, the information linked to that workflow (actual start date, performance information such as status) will not be copied. Set a [Start Date] and other such parameters for the work item. New information will be linked to the workflow when it is executed.
For details on the various “Work item management function” windows, see “Work item management functions”.
| Function | Window | Item |
|---|---|---|
| Calendar management functions | Calendar Detail window | Assigned Groups |
| Work item management functions | Recurring Work Item Detail window | Recurrence Schedule Settings tab: Start Date, End Date, Iterations |
| Single Work Item Detail window | One-time Schedule Settings tab: Start Date, End Date | |
| Individual Work Item Detail window | Individual work items are not copied. They are instead newly created by setting [Start Date] for copied recurring work items or single work items. |
(3) Delete calendar
Add a check to the checkbox of the calendar that you want to delete and click the “Delete” button. Add a check to the checkbox on the displayed dialog box and click the “OK” button to delete the calendar. Any work items belonging to the deleted calendar will be deleted along with any schedules linked to them.
If there were any workflows linked to work items that were present on a deleted calendar, the execution history of those workflows will not be deleted. Execution history refers to the actual execution dates and assignment information of groups and users.
(4) Displaying and editing the calendar description window
Click the name of a calendar on the [Calendar list] to display the [Calendar Detail] window. The [Calendar Detail] window is the same as the [Calendar Creation] window. The corresponding calendar IDs will be displayed on the breadcrumb trail.
Calendars can also be edited in the [Calendar Detail] window. However, [Calendar Template] is displayed for reference purposes only.