In JAMS V7.0.1561 and later, scheduling functionality has been completely upgraded in JAMS with the introduction of Calendar definitions - collections of Date Types that also offer Security Controls.
In this Article:
- Understanding How Calendars Work
- The Updated Calendar View
- Adding a new Calendar
- Adding a new Date Type
- Adding a new Date
Understanding how Calendars Work
Calendars in JAMS follow a simple architecture with three main components -
- Calendars, which are made up of Date Types
- Date Types, which exist in Calendars and are made up of Date Definitions
- Date Definitions, which exist in Date Types, and are the actual defined days
(E.g. July 4th, October 31st, etc.)
Calendars are the highest level of organization for dates in JAMS. Users can create any number of Calendars, as long as the Calendars are given unique names. JAMS V7.0.1561 and later ships with a single predefined "Default" Calendar. Users can set Calendar Scope on the Folder and Job level with the Calendar Property. Calendars also offer Security Settings, with ACEs and options for Change, Control, Delete, and Inquire settings.
NOTE: Users upgrading to JAMS V7.0.1561 or later will have all their Date Types automatically put into the "Default" Calendar.
Date Types are the intermediary level of date organization. Date Types are best described as logical collections of Date Definitions that reside in Calendars. Any number of Date Types may be nested in each Calendar, and contain any number of Date Definitions. Date Types are defined as either Non-Continuous (E.g. Holidays, Birthdays) or Continuous (E.g. Fiscal_Quarters). Users can reference Date Types within Schedule Elements.
E.g. the "UK_Holidays" Date Type could contain 15 date definitions and reside in the "Company Holidays" Calendar.
Specific Types are named collections of dates within a Date Type. Specific Types are generally used for continuous dates. For example, a Fiscal 2018 Date Type might contain Specific Types of Q1_2018, Q2_2018, Q3_2018, and Q4_2018. Users can reference Specific Types within Schedule Elements.
NOTE: To add Dates to a Specific Type, set the Specific Type value on the Date Definition.
Date Definitions are the most granular level of date organization, and represent the actual defined days within a Date Type. Any number of Date Definitions may be added to any Date Type. Users may define Dates as Workdays or Non-Workdays, which will comply with workday and non-workday scheduling set on Jobs and Folders. If the Date Type a date belongs to has Specific Types, users may define a Specific Type on the date.
WidgetCo is a global company that needs some Jobs to skip (not run on) US Holidays, and other Jobs to skip UK Holidays.
First, they create a "Company Holidays" Calendar. This is the parent Calendar that will contain the Date Types for the holidays their different offices observe.
Within the Company Holidays Calendar, they create a "USHolidays" Date Type, and a "UKHolidays" Date Type. These Date Types will store the holidays specific to each office.
In the USHolidays Date type, they add Date Definitions for each US Holiday observed - January 1st, July 4th, etc.; then repeat the process for the UK Holidays.
With the Dates, Date Types, and Calendar configured, WidgetCo is ready to set Calendar Scope on the Job and Folder level. They add the Calendar Property on the desired Job or Folder, then set the Calendar value to the corresponding Calendar.
With the calendar set, WidgetCo can set their Schedule Element's Except for Date to reference the USHolidays or UKHolidays date types, ensuring their Jobs won't be automatically scheduled on the given holidays.
The Updated Calendar View
The updated Calendar view contains three sections:
- A Calendar navigator
- A Date List
- An outlook-style Visual Calendar
The Calendar Navigator is the control for the Date List and Visual Calendar sections. Selected (checked) Calendars and Date Types will be displayed in the date list grid and the visual calendar. The navigator is responsive, so checking or un-checking calendars and date types in the Calendar Navigator will be reflected on the Date List and Visual Calendar in real time.
The Date List is a grid-style display of the dates within any Date Types selected in the Calendar Navigator. The Date List grid displays the actual dates alongside their corresponding Date Type and Calendar. The same sorting, grouping, and filtering options available on all other JAMS grid views are available in the Date List.
The visual calendar acts much like an outlook calendar, with date names and colors represented on the given days where the dates are defined. Users can navigate through dates by scrolling, with the forward and back buttons at the top of the calendar, or by using the arrow buttons in the middle of the calendar display to navigate to the next date or previous date defined on the calendar. Users may also adjust the scale of the visual calendar with "Ctrl+Scroll". Right-clicking on any dates in the Visual Calendar will give a drop-down list with options to delete or edit the Date Definition.
Adding a new Calendar
- Navigate to the Calendars shortcut, then use the Add Calendar button to open the Add a Calendar Definition dialog.
- In the dialog, define the Calendar's Name, add a description (optional), and set a Color for the calendar.
NOTE: Users may select from System Colors, Web Colors, or Custom colors for Calendar coloring.
- Click the Ok button. The Calendar Properties dialog will open by default.
- Set Security options as desired, then Save & Close the Calendar.
Adding a new Date Type
- Navigate to the Calendars shortcut, then use the Add Date Type button to open the Add a Date Type Definition dialog.
- In the dialog, select the Parent Calendar, define the Date Type's Name, add a description (optional), and define whether it should be continuous or noncontinuous.
- Click the Ok button. The Date Type Properties dialog will open by default.
- Set Specific Types as desired, then Save & Close the Date Type.
Adding a new Date
- Navigate to the Calendars shortcut, then use the Add Date button to open the Add a new Date Definition dialog.
- In the dialog, select the Parent Date Type from the drop-down list, define the Date's Name, add a description (optional), and define whether the date is a workday.
- Click the Ok button. The Date Properties dialog will open by default.
- Set Specific Types as desired, then Save & Close the Date.