Latest Update: 6-2-2026
This 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
From the Home screen, navigate to Calendars.
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, or 6-day work week.
Note: The default calendars with * at the beginning of the name cannot be archived and should be used as your master calendars.
Edit the calendar name to clearly indicate it is a master calendar.
Example: Master; 5-Day Work Week with Federal Holidays
Add a description so others understand its purpose.
Example: Federal Holiday master calendar; duplicate and customize per project as needed
Select all non-working days, such as holidays and days off.
Check or uncheck specific dates as needed (for example, Thanksgiving, Christmas, January 1).
You can configure holidays several years into the future
Click Save Calendar to finalize the master calendar.
Create a Project-Specific Calendar from a Master
Duplicate the master calendar you created.
Repeat steps 1-6 above.
Assign the Project Calendar to a New or Existing Project
When creating a new project, proceed through project setup until you reach the Default Dalendar step.
Select the project-specific calendar you created as the project's default calendar.
Finish creating the project. The selected calendar is now applied.
Modify the Project Calendar Later
Open the project and select Table View, then click on the Build tab.
From here, you can change the calendar per activity if needed.
Note: You can change the project default calendar after a project is created. Here's how.
Best Practices for Calendars
Always start with a master calendar to ensure consistency across projects.
Use clear naming conventions that include a project name or number, work week type, and holiday rules.
Duplicate, do not edit, the master calendar when creating project-specific versions. This preserves the original for future projects.
Frequently Asked Questions
Can I have multiple master calendars?
Yes. You can create separate master calendars for different scenarios, such as Federal Holidays, State-Specific Holidays, or different work week schedules (5-day vs. 6-day). This flexibility helps you standardize calendars across different types of projects.
What happens if I edit a master calendar after creating project-specific copies?
The project-specific calendars you created are independent copies. Edits to the master calendar will not affect existing project calendars. Only new projects that use the updated master will reflect those changes.
Can I change a project's calendar after the project has been created?
Yes. Go to Project Settings and select a different calendar from the Default Calendar dropdown. This updates the default calendar for the project including any activity using the default calendar, but does not affect activity-level calendar assignments.
What is the difference between a master calendar and a project-specific calendar?
A master calendar is a template with standard working and non-working days for your company or region. A project-specific calendar is a copy of the master, customized with project-specific days off or schedule changes.
If I duplicate a calendar, are the original and copy linked?
No. Once you duplicate a calendar, the copy is independent. Changes to the original do not affect the duplicate, and vice versa.