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How to Set Up Master Calendars and Project-Specific Calendars

Learn how to create company-wide master calendars and customize them for individual projects to ensure accurate scheduling.

Updated today

Latest Update: 4-13-2026

This article walks you through setting up reusable master calendars (such as federal or state holidays) and using them as a foundation for project-specific calendars to ensure accurate scheduling.

Create a Master Company Calendar

  1. From the Home screen, navigate to Calendars

  2. Create or select an existing calendar to use as a master

    • You can have multiple master calendars (for example: Federal Holidays, State Holidays, 5-day work week, 6-day work week)

  3. Hover over the name of a calendar, click on the 3 dot menu and select Edit Calendar and name it clearly to indicate it is a master calendar

  4. Add a description so others understand its purpose

  5. Select all non-working days (holidays and days off)

    • Check or uncheck specific dates as needed (e.g., Thanksgiving, Christmas, January 1)

    • You can configure holidays several years into the future

  6. Click Save Calendar to finalize the master calendar

Create a Project-Specific Calendar from a Master

  1. Duplicate the master calendar you created

  2. Edit the duplicated calendar and rename it using the Project ID or project name

  3. Update the description to include details about the project calendar

    • For example, describe the schedule's purpose as the main calendar or a trade-specific calendar

  4. Customize any additional non-working days unique to the project

    • For example, mark federal holidays as non-working

  5. Save the calendar

Assign the Project Calendar to a New Project

  1. When creating a new project, proceed through project setup until you reach the Default Calendar step

  2. Select the project-specific calendar you created as the project's default calendar.

  3. Finish creating the project and the selected calendar is now applied

Note: To update the Default Calendar after your project has been created, see this help article

Notes & Best Practices

  • Always start with a master calendar to ensure consistency across projects

  • Use clear naming conventions that include work week type and holiday rules

  • Duplicate (don't edit) the master calendar when creating project-specific versions

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