I. Where to View the Resource Calendar

After the plugin is installed, you can view it on the Company > Resource Calendar page.

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II. Permission Configuration

Go to Admin > Users > Privileges > Resource Calendar to assign Resource Calendar permissions.

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III. Feature Overview

The feature consists of two major parts: Resource Calendar and Load Simulation.

The Resource Calendar includes two pages: Resource Calendar and Personal Resource Calendar. Both pages provide two states: Pending and Completed.

• In Pending, the date can only be selected from today onward. By default, it displays today through the next five business days (including today).
• In Completed, the date can only be selected from today backward. By default, it displays the previous five business days through today (including today).

Here, business days refer to working days excluding public holidays and weekends.

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1. Filters

In the filter bar, you can filter by Department (multi-select), Position (multi-select), Project Team, User (multi-select), and Date.

2. View by Day, Week, or Month

The Resource Calendar is displayed by day by default. Click the drop-down to switch to week or month view.

When viewing by week or month, public holidays are included by default, and the calendar list changes accordingly. If the selected time range is less than one week or one month, the header shows the number of days currently available within that week or month.

3. Include Public Holidays

Public holidays are excluded by default. If you select Include Public Holidays, the calendar list displays Rest labels and holiday work details. Note that “Include Public Holidays” only affects what is displayed and does not change the business-day calculation logic.

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4. Settings

Click Settings in the top-right corner to access the following options:

• Set Working Hours
• Set Public Holidays
• Set Load Range
• Set Estimated Effort per Item

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(1) Set Working Hours is the same as Admin > Customization > Task > Effort Settings. If a single rest day per week is configured, Saturday is the default rest day.

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(2) Set Public Holidays is the same as the public holiday settings in Admin. You can configure days as Holiday.

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(3) Set Load Range allows you to configure the load-rate ranges. Different ranges are shown in different colors. Only three-digit positive integers are allowed, and ranges are linked.

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(4) Set Estimated Effort per Item lets you enable or disable:

• System-estimated effort for task-type work items
• Effort estimation for non-task to-dos

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5. Click a Username to Open the Personal Resource Calendar

Data shown under Pending includes: tasks assigned to the user (Not Started/In Progress), to-dos (Not Started), feedback (Pending), tickets (Waiting/In Progress), bugs (Active), requirements (Not Closed), user stories (Not Closed), issues (To Be Confirmed), risks (Developing), reviews (To Be Reviewed), and Test (original QA) items (Quality Assurance Plan/To Be Checked, nonconformities/Active).

Items without matching statuses are not displayed.

Data shown under Completed includes tasks, to-dos, feedback, tickets, bugs, requirements, user stories, issues, risks, reviews, and plans for which the user has logged effort within the selected period. As long as effort logs exist, the entries are shown regardless of assignee.

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6. Load Simulation

On Company > Resource Calendar, click Load Simulation to enter the Load Simulation page.

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Hover over the Load Simulation button to view the tooltip.

(1) Filters on the Load Simulation page are the same as those on the Resource Calendar page. Since it simulates pending work, the date range can only be selected from today onward.

(2) Daily Available Hours: The default value equals the configured daily available hours.

When you modify Daily Available Hours here, the load rate and the average daily effort in the slider will change accordingly based on the calculation logic. This change does not affect the configured value in Settings; it is only used on the Load Simulation page to observe overall load changes.

(3) If you select Include Public Holidays, public holidays are displayed in the calendar view; otherwise, they are not displayed.

(Public holidays include non-working days and public holidays added under Office > Public Holidays. In week and month views, “Include Public Holidays” is selected by default and cannot be changed.)

(4) Colors and load-rate ranges are consistent with the Resource Calendar page.

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(5) The region calendar strip on the right shows 90 days starting from today.

Drag an individual member’s slider left or right to change that member’s average daily effort and load rate. Drag the global slider left or right to view overall load changes; member sliders, load rates, and average daily effort values update synchronously.

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When dragging the slider forward or backward, the system also shows the increased or decreased number of business days. For example, dragging from 12.20 forward by 2 days displays +2 (note: the 21st is configured as a make-up workday).

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Hover over the date strip to view a pop-up showing the exact date range, average unfinished workload, and load rate.

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When dragging a personal or global slider, if the dragged date range includes public holidays, a dialog prompts for the expected overtime days (default is 0). If the entered number exceeds the actual number of public holidays in the range, a warning message is displayed.

After entering the expected overtime days and clicking Confirm, the overtime days are counted as business days, and the load rate and average daily effort in the slider are updated accordingly.

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(6) Click a username on the Load Simulation page to open the Personal Resource Calendar page. This is the same as the Personal Resource Calendar under Resource Calendar and is not repeated here.

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(7) Click Exit Simulation to return to the Resource Calendar page.

7. Export

On the Resource Calendar page, click Export to open the export page. Two formats are supported: Excel and Image.

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IV. Calculation Logic for Resource Calendar Values

1. Values in the Pending Resource Calendar

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(1) Total Available Hours = Daily Available Hours × Business Days within the selected period.

Daily Available Hours can be configured in Settings.

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(2) Calendar color changes based on load values. The range can be configured in Settings.

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(3) Number of Tasks: the number of tasks assigned to the current user that are not closed.

Number of Pending Items: the total number of items assigned to the current user that are not closed, including tasks, to-dos, requirements, user stories, bugs, test cases, test requests, feedback, tickets, issues, risks, reviews, and Test (original QA) items.

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Unfinished Workload: within the selected business days, manual estimated effort for tasks + system-estimated effort for tasks + estimated effort for other to-dos (including the estimated effort entered for tickets).

Load: Unfinished Workload / Total Available Hours.

Manual estimated effort for tasks: estimated effort for Not Started tasks, and remaining effort for In Progress tasks.

System-estimated effort can be toggled in Settings and is displayed only when enabled.

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(4) Daily Effort = sum of the allocated effort across daily to-do items.

Allocated daily effort = Effort / Business Days (If a task is overdue, its effort will be counted into the current business day.)

Effort: for Not Started items, effort = estimated effort; for In Progress items, effort = remaining effort.

Business Days:

• If today is earlier than the start time: Business Days = end time − start time − holiday days.
• If today is between start time and end time: Business Days = end time − today − holiday days.
• If today is later than the end time: Business Days = 1. Effort is counted to the nearest business day. Any fraction of a day is counted as one day.

For tickets, the duration is calculated as business days from today to the due date. If no due date exists, it is counted as the nearest business day.

Special cases: If a task has no start time, use the execution start time; if a task has no end time, use the execution end time.

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2. Values in the Completed Resource Calendar

Total Consumed Hours: displays the sum of effort logged on to-do items within the selected period.

Load Rate: Total Consumed Hours / Total Available Hours.

Daily Effort = sum of daily effort logs.

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