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      Adding and editing fixed cost holidays

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      What are fixed cost holidays?

      Fixed cost holidays are the method Chalkstring uses  manage non-billing dates for bank holidays and company shutdowns. Dates can be added which can be excluded from automatic cost calculations for fixed cost items.

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      Adding a fixed cost holiday 

      To add a new fixed cost holiday you will need to have the necessary permissions. If you don't see the options in the steps below but believe you should have these permissions, please speak to your system administrator or contact our support team.

      Steps to add a fixed cost holiday 

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Fixed costs holidays’ sub menu.
      3. Click the '+ New fixed cost holiday' button in the top right.
      4. Enter the name' for the holiday in the 'Name' cell.
      5. Select whether it's a 'Shutdown' or 'Public holiday' from the 'Type' drop down.
      6. Enter a 'Start date' you want the holiday to start
      7. Enter a 'Start date' you want the holiday to end.
      8. Click the 'Save' button.

      The total number of days for the holiday will be shown at the bottom once the dates have been entered. If the dates set include weekends, these days will not be included in these calculations.

      Holiday dates can overlap and the maximum shutdown period for a single holiday entry is of 30 days, if more than 30 days are required, this will need to be split over multiple holiday entries.

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      Editing fixed cost holidays

      If a fixed cost holiday needs to be updated you can use the edit option.

      Steps to edit a fixed cost holiday

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Fixed costs holidays’ sub menu.
      3. Find the fixed cost holiday that you wish to edit in the 'Name' section on the left of the page and click on it to view the details. 
      4. Click the 'Edit' icon in the top right of the screen. If you aren't sure which icon, hover over them to see a tooltip.
      5. Make the changes you wish to make.
      6. Click 'Save'.

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        Deleting fixed cost holidays

        Deleting a fixed cost holidays cannot be undone so only proceed if you are absolutely sure that you want to remove the record permanently from your system.

        If you have fixed cost holidays that were created in error and they have not been linked to any other data (such as fixed costs in your database) then you can delete them using the following steps:

        Steps to delete a fixed cost holidays

        1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
        2. Click the ‘Fixed cost holidays’ sub menu.
        3. Find the fixed cost holidays that you wish to delete in the 'Name' section on the left of the page and click on it to view the details. 
        4. Click the 'Delete' icon in the top right of the screen and then if you are sure you want to delete the record permanently, click the 'Confirm' button that appears. If you aren't sure which icon, hover over them to see a tooltip.
        5. This will permanently remove the fixed cost holiday from the system.

        If you receive an error when trying to delete, this means the data is linked to other data in the system and it can't be deleted. 

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