Use Calendar view

Overview

The schedule calendar view provides schedulers with a way to visualize schedules, work, and resources over a chosen month or week.

The Calendar view

In the schedule calendar view you can choose to display a full calendar month or a week (Sunday to Saturday). Select Month or Week from the dropdown in the top right-hand side of the calendar.

If Month is selected from the dropdown, the view is divided by days of the week. Color-coded job cards contain labels to highlight their current status.

If Week is selected from the dropdown, the calendar view shows a complete seven-day week (Sunday to Saturday), also divided by days. Crucially, it differs from the month view having each day subdivided by hours and minutes. This means work can be allocated to a date and time in a single movement.

There are three ways to control the visual range of the calendar:

• The date picker (1). Use this to select a target month from the calendar.
• The date switcher (2). Zoom to Today, or step forward or backward one month at a time.
• The view options (3). Choose from the available options to increase or decrease the visible time span (e.g., one month or one week).

Create work in the Calendar

To create work in the calendar, right-click on a day and select Create job. The Create Job page will open with the Start Date field pre-populated. Complete all the required fields (highlighted red) and then click Save.

In the schedule calendar view, it is possible to drag and drop job cards from the work list onto the calendar after the time and duration are set.

It is also possible to drag and drop job cards onto the calendar using the Quick Create Job feature. Once the job card is dropped into place, the scheduler can allocate times via the Select time range pop-up.

Moving work in the Calendar

Schedulers can drag and drop job cards between dates in both the month and week calendar views.

View work details in the Calendar

A summary of the work details accompanies each card in the calendar. To view the summary, left-click on a job card.

In the monthly calendar view, only four job cards can be displayed per day. When more than six jobs exist on the same day, the sixth card indicates there are more jobs available. For example, a card displaying +5 JOBS indicates the card is shared by five jobs.

In the weekly calendar view, where two or more jobs are allocated at the same time on the same day, they are stacked or clustered and represented by a small number in the corner of the time block where they overlap. Move the cursor over the number to reveal the stacked job cards and their details.

To view a job’s full details, click on the job number on the job card. This will open the Job details page. To view the time allocated for a job, move the cursor over the job card to view a tool-tip showing the start and end times.

To view jobs that are long in duration (i.e., extend over two days or more), move the cursor over the job card in the calendar. The job card will expand to show the actual dates covered by the job.

Cancel or unschedule work from the Calendar

To unschedule or cancel a job in the schedule calendar view, right-click on a job card and select the required action from the menu options.

Filtering the Calendar

To surface specific information of interest, a scheduler can apply filters to objects in the schedule calendar. For example:

• Show all jobs assigned to a resource.
• Show all jobs pending that have a high urgency.
• Show all jobs with a job status of “Pending Allocation”.
• Show only the jobs that are associated with a certain account.

There are many more combinations of filters that can be applied; these are all available in the filter bar.

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