Calendars

Set up and manage Calendars and Calendar Definitions to control how time-related data is grouped and reported across Claret modules.

Aggregating data across quarters, half years, financial years and other groups of months is a key function within Claret. In order to cater for the ways different companies and regions report, there is the ability to create Calendars.

Calendars are managed on the Master Data > Calendars page, which has two tabs: Calendars and Calendar Definitions.

Calendar Definitions

Calendar definitions are templates that describe how you want to group time-related data. For example, if you wish to report across financial years, you would create an FY calendar definition. There are some calendar definitions created by default but you can update these to meet your requirements.

Calendar definitions are managed on the Calendar Definitions tab of the Calendars page.

A Calendar Definition has a:

• Name — used to refer to and select the definition in other areas of the app

• Parent — indicates whether this calendar definition rolls up into another definition (optional)

• Timing interval — together with the interval quantity, shows what the calendar definition represents

For example, an FY calendar definition with no parent and a duration of 1 year could have H1 and H2 child definitions, each 6 months long. This represents that a Financial Year is made up of two Half Years.

To add a new Calendar Definition, select the options (ellipses) menu and then select Add Calendar Definition. Enter the definition data and then select Save.

To edit a Calendar Definition, click the pencil icon beside the corresponding row, edit the details, and select Save.

Set up your calendar definitions before creating calendars — the definitions are used to automatically generate time buckets when you create a calendar.

Calendars

Calendars are instances that apply your calendar definitions across a specific date range. Each calendar generates a set of time buckets — the individual date ranges used for planning and reporting.

Calendars are managed on the Calendars tab of the Calendars page.

Creating a Calendar

To create a Calendar, select the options (ellipses) menu and select Add calendar.

A modal appears where you enter:

• Calendar name — for example, FY26

• Start Date — the first day of the calendar period

• End Date — the last day of the calendar period

As soon as both dates are set, a Calendar Definition Assignment Preview appears automatically. This shows the time buckets that will be generated based on your calendar definitions and the date range you've entered.

In the preview you can:

• Toggle individual time buckets on or off using the checkbox for each row

• Adjust start and end dates for individual buckets if needed

• Review parent-child relationships between definitions

Once you are happy with the preview, select Create Calendar. The calendar and all selected time buckets are created in a single step.

Generating Time Buckets for an Existing Calendar

If a calendar was created without time buckets, or you have added new calendar definitions since the calendar was created, you can generate time buckets from the options menu.

Select the calendar from the dropdown, then open the options (ellipses) menu and select Generate time buckets. This automatically creates time buckets for all calendar definitions across the calendar's date range.

The Generate time buckets option only appears in the options menu when the selected calendar has no time buckets.

Adding an Individual Definition

You can also add a single calendar definition to an existing calendar manually. Select the calendar from the dropdown, open the options menu and select Add calendar definition to [calendar name]. Select the definition and set the start and end dates, then click Add.

Viewing and Editing a Calendar

Select a calendar from the dropdown on the Calendars tab to view its time buckets in the grid. Each row shows the definition name, parent, timing interval, and start and end dates.

Dates against a definition can be changed by clicking the date in the grid and entering a new value.

The calendar's overall start and end dates are shown above the grid and can be edited directly. If you update these dates and click Save, the app will ask whether you want to regenerate the time buckets for the updated date range.

Renaming a Calendar

Open the options menu and select Edit calendar while the calendar is selected. Update the name and select Save.

Deleting a Calendar

Open the options menu and select Delete calendar while the calendar is selected. Note that this will also delete all associated time buckets.