The Calendar is the default view that a scheduler sees when they open the scheduling console. It provides schedulers with a way to visualize their scheduled jobs at a high-level
The monthly calendar view shows a complete month, divided by days of the week. Color-coded job cards contain labels to highlight their current job status.
The weekly 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 jobs can be allocated to a date and time in a single movement (see Moving Jobs in the Jobs Calendar).
There are three ways to control the visual range of the calendar:
The date picker–use this to select a target month from the calendar.
The date switcher–zoom to Today, or step forward or backward one month at a time.
The view options–choose from the available options to increase or decrease the visible time span (e.g., one month or one week).
Public holidays are marked with a small dot in the top-right corner and are shaded gray. The name of the public holiday is shown in a tooltip on mouseover.
To create a new job 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.
Creating a new job on a specific day in the calendar will pre-populate the Start Date for the job but not the end date, start or end times. All these dates and times must be specified to save the job.
In the scheduling console, it is possible to drag-and-drop job cards from the job list onto the calendar whereafter 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 card is dropped into place, the scheduler can allocate times via the "Select time range" pop-up.
Dragging job cards onto the calendar does not assign any resources to the job, this must be done separately.
Schedulers can drag-and-drop job cards between dates in both the month and week calendar views.
Currently, there is no validation applied to job cards that are dragged between dates in the calendar. Care should be taken to ensure that applied job constraints are not overlooked.
A summary of the work details accompanies each job 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, e.g., a card displaying "+2 JOBS" indicates the card is shared by two jobs (they are stacked together to save space).
In the weekly calendar view, where two or more jobs are allocated on the same day, at the same time, they are stacked or clustered–represented by a small black and white counter, e.g., a card displaying the black label with a white "2" indicates the time and date are shared by two jobs (they are stacked together to save space). Using a mouse, roll over the counter 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 view (or job page if enabled). To view the time allocated for a job, using a mouse, roll-over the job card and a tool-tip will show the start and end times.
To view jobs that are long in duration (i.e., extend over two days or more), using a mouse, roll-over the job card in the calendar. The job card will expand to show the actual dates covered by the job.
To unschedule or cancel a job in the calendar, right-click on a job card and select the required action from the menu options.
To surface specific information of interest, a scheduler can apply filters to objects in the jobs 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.