What is the Calendar Schedule View ?

The Calendar Schedule View, which can now be found on the “Calendar” tab in your schedule, allows users to view existing and future project schedules in a calendar format.

✐ Note: Only tasks will be displayed in Calendar View, not phases/subphases

Calendar View Color Key

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3 Steps to Utilize Calendar View

Step 1: Navigate to the Intended Project Schedule

Step 2: Navigate to Calendar View

Select the Calendar Tab to navigate to the Calendar View of Schedules 

Step 3: Edit Tasks in Calendar View

Open Task Super Drawer

By single clicking the Task Bar, users can open the Task Super Drawer to view and edit all task information

Update Start/End Dates and Duration 

By dragging and dropping tasks, users are able to update the start and end dates of tasks to any working day in the calendar. By dragging out the right end of tasks, users are able to update task durations. When start dates are adjusted, the lead/lag between dependent tasks is automatically recalculated and updated in the Relationships tab of the task super drawer.

Searching Within Calendar View

Utilize the search bar within Calendar View to navigate to a specific task. When a task is searched by name, the Calendar View will jump to the task, and the task bar will be highlighted. 

Filter Schedules

Use the "Filter" modal (see below) to filter schedule to show only information that is relevant to a user. From the "Filter" modal you have the ability to:

• Select all tasks that relate to a particular Trade Partner
• Select all tasks that relate to a particular Assignee
• Select all tasks that are Milestones, Critical Path, Stale, and/or Homeowner Visible

Key Terms

• Task- The individual actions with a defined end that make up a schedule
• Milestone- An important task in the schedule that cannot be edited or deleted