The Calendar shows events for resources, such as users and planning board stages, side by side. Resources are arranged in resource groups, set up in Calendar Setup.
Events come from three places: events you add in the calendar, appointments on workflows, and items on transactions.
A transaction's items appear when the Transaction Type has Update Calendar selected and the item has an Event Type, a Resource, and a start and end (Event Start and Event End, or Check in and Check out).
Moving or changing a transaction or workflow event in the calendar updates the item it comes from.
When a transaction is cancelled, its events are removed from the calendar. They come back if the transaction's status changes from Cancelled again.
Until you save a layout, the Calendar shows only your own resource.
Delete Group: Deletes the resource group after you confirm ("Delete Group?"). A group with resources cannot be deleted; the message "The selected Resource Group is in use and may not be deleted." appears.
Save Grid: Saves your grid layout.
Restore Grid: Restores your saved grid layout.
Edit
Makes the groups and resources editable.
New
Creates a resource group.
Save
Saves the changes.
Add
Adds a resource to the group. The arrow next to it adds several at once:
All Users: Adds every user who is not in the group yet.
All P/B Stages: Adds every planning board stage that is not in the group yet.
The resource's name in the Calendar. Users and stages added with All Users or All P/B Stages get their names.
Type
User, P/B Stage or Other. Changing the type clears the resource and description.
Colour
The resource's colour in the Calendar. New resources are white.
Resource
The user or planning board stage. Not used for Other.
Share
None, Can View or Can Edit (see Who Can See and Edit Events above). New resources are None.
Order
The order of the resources.
Menu (...)
Right-click a resource for these options:
Delete Resource: Deletes the resource after you confirm. If it has events, the message "All the Events linked to <resource> will be deleted. Continue?" appears first.
