I. Access the Resource Calendar

After the plugin is installed, you can access it from the Resource Calendar page in a project.

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II. Permission Settings

You can assign permissions for the Project Resource Calendar under Admin > People > Permissions > Resource Calendar.

You can also configure Resource Calendar permissions for individual projects through project-level permission settings.

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III. Feature Overview

The plugin mainly includes two areas:

• Resource Calendar
• Load Simulation

The Resource Calendar also includes two views:

• Resource Calendar
• Personal Resource Calendar

Both views support two states:

• Pending
• Completed

Default date range behavior

• In Pending, you can select today or future dates only. By default, the page shows today plus the next five working days (including today).
• In Completed, you can select today or past dates only. By default, the page shows the previous five working days through today (including today).

Here, working days means business days only, excluding weekends and holidays. Any additional working days defined in the calendar are still treated as working days.

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1. Filters

You can filter by user (project team members) and date range in the filter bar.

2. View by day, week, or month

By default, the Resource Calendar is shown in day view.

You can switch to week view or month view from the dropdown.

When you switch to week or month view, holidays are included by default, and the calendar layout updates accordingly.

If the selected time range is shorter than a full week or month, the calendar header shows only the days currently available in that week or month.

3. Include holidays

By default, holidays are not included. If you enable Include Holidays, the calendar displays holiday labels and any work scheduled on holidays. This option affects display only and is not included in working-day calculations.

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4. Click a user name to open the Personal Resource Calendar

In the Pending list, the page shows:

• tasks in the current project assigned to the current user that are Not Started or In Progress
• other items in the current project, including Business Requirements, User Requirements, Development Requirements, Bugs, Test Cases, Test Runs, Risks, Issues, Reviews, Plans, and Quality Assurance
• for items outside the current project, detailed content is not shown

In the Completed list, the page shows tasks, bugs, issues, risks, reviews, and plans in the current project for which the current user has logged work.

As long as the user has entered a log, the item is shown, regardless of who it is assigned to.

Utilization is calculated from all logged hours for the current user across the entire system, including hours outside the current project.

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5. Tasks

Users with task permissions can create tasks directly from the Resource Calendar, making it easier to schedule work based on team member utilization.

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6. Export

On the Resource Calendar page, click Export to open the export page.

The plugin supports exporting in Excel and image formats.

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7. Load Simulation

Load Simulation does not have separate permission control.

On the Resource Calendar page, click Load Simulation to open the simulation page.

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Hover over Load Simulation to view a tooltip.

How Load Simulation works:

1）The filters on the Load Simulation page are the same as those on the Resource Calendar page. Because this is a simulation for pending work, the date range can only be set to today and future dates.

2）Available Hours per Day

The default value comes from the configured daily available hours.

If you change Available Hours per Day, the utilization values on the page and the average hours per day shown in the sliders update automatically based on the calculation rules.

Changing this value here does not update the configured system setting. It affects only the simulation view so you can see how overall workload would change.

3）Include Holidays

Turn on Include Holidays to show holidays in the calendar. Turn it off to hide them.

In this context, holidays include non-working days and any holidays configured under Office > Holidays.

In week view and month view, this option is enabled by default and cannot be changed.

4）The color rules and utilization ranges are the same as those used on the Resource Calendar page.

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5）The calendar strip on the right shows the next 90 days starting from the current date.

You can drag an individual user’s slider left or right to adjust that user’s average hours per day and utilization. You can also drag the global slider to simulate overall workload changes across the team. When the global slider changes, the sliders, utilization, and average hours per day for individual team members update at the same time.

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When you move a slider forward or backward, the calendar also shows the number of working days added or removed. For example, dragging the date from 7/18 forward by 2 days may show +4 if additional working days have been scheduled on 7/13 and 7/14.

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Hover over the date strip to view the exact date range, average remaining workload, and utilization.

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If the selected date range includes holidays or other non-working days, a dialog appears so you can enter the number of additional working days to include in the simulation. The default value is 0. If the number entered is greater than the number of available non-working days in the selected range, the system displays a warning.

After you enter the number of additional working days and click Confirm, those days are counted as working days in the simulation, and the utilization and average hours per day are updated accordingly.

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6）Click Exit Simulation to return to the Resource Calendar page.

IV. Resource Calendar Calculation Logic

1. Values in the Pending Resource Calendar

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1) Total Available Hours

Total Available Hours = Available Hours per Day × Number of Working Days in the selected date range

Available Hours per Day can be configured in Settings.

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2) Calendar Colors

Calendar colors change based on the utilization value.

The utilization thresholds can be adjusted in Settings.

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3) Key Terms

Utilization: Remaining Workload ÷ Total Available Hours

Remaining Workload: The total estimated hours of all pending items within the selected working days.

Current Project Task Count: The total number of tasks in the current project that are assigned to the current user and are in Not Started or In Progress status.

Current Project Estimated Remaining Hours: Within the selected time range, this includes the manually estimated hours for Not Started and In Progress tasks in the current project, together with any system-estimated task hours.

Current Project Other Item Count: The number of non-task pending items in the current project that are assigned to the current user, including User Requirements, Development Requirements, Bugs, Test Cases, Test Runs, Risks, Issues, Reviews, Plans, and Quality Assurance items.

Current Project Estimated Remaining Hours for Other Pending Items: Within the selected time range, this is the total of manually estimated hours for tickets plus system-estimated hours for other pending non-task items in the current project.

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For tasks, manually estimated hours are calculated as follows:

• for Not Started tasks, use Estimated Hours
• for In Progress tasks, use Remaining Hours

System-estimated hours are shown only when the related setting is enabled.

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4) Daily Hours

• Daily Hours = the sum of allocated hours for all pending items on that day

• Allocated Hours per Day = Hours ÷ Working Days

  If a task is already overdue, its hours are counted against the current working day.

• Hours

  for Not Started items, use Estimated Hours

  for In Progress items, use Remaining Hours

• Working Days

  If today is before the start date: Working Days = end date - start date - holidays/non-working days

  If today falls between the start date and end date: Working Days = end date - today - holidays/non-working days

  If today is after the end date: Working Days = 1

  Hours are assigned to the nearest working day. Any partial day is counted as one full day.

• For tickets, the duration is calculated as the number of working days from today to the due date. If no due date is set, the nearest working day is used.

Special case:

• If a task has no start date, the system uses the start date of its execution.
• If a task has no end date, the system uses the end date of its execution.

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2. Values in the Completed Resource Calendar

• Total Logged Hours: The total of all hours logged for pending items within the selected time range.
• Utilization: Total Logged Hours ÷ Total Available Hours
• Daily Hours: The total logged hours for each day.

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