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Manage the calendar view

Last update: Wed Dec 11 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

IMPORTANT
The information in this article refers to ۶Ƶ Workfront Planning, an additional capability from ۶Ƶ Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization’s instance of Workfront must be onboarded to the ۶Ƶ Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see ۶Ƶ Workfront Planning overview.

You can display records and their fields in a calendar view, from the record type page.

For information about ۶Ƶ Workfront Planning views and how to manage them, see Manage record views.

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

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Products

  • ۶Ƶ Workfront

  • ۶Ƶ Workfront Planning
۶Ƶ Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
۶Ƶ Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
۶Ƶ Workfront platform

Your organization's instance of Workfront must be onboarded to the ۶Ƶ Unified Experience to be able to access all the capabilities of Workfront Planning.

For more information, see ۶Ƶ Unified Experience for Workfront.
۶Ƶ Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for ۶Ƶ Workfront Planning
Object permissions

Manage permissions to a view

View permissions to a view to temporarily change the view settings
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Manage a calendar view manage-a-calendar-view

Consider the following:

  • You can create a Calendar view only when you have at least two date fields associated with a record type. When you have one or no date fields associated with a record type, the Calendar view option is dimmed.

    You can select from record date fields, or lookup date fields from connected record or object types.

  • The following scenarios exist:

    • When both the Start and End dates have no values, the records do not display on the calendar
    • When the Start or the End dates have no value, the record displays as a one-day event
    • When the Start date is after the End date, the record does not display on the calendar.

To manage a calendar view:

  1. Go to the record type page for which you want to view the calendar.

  2. Create a calendar view, as described in the article Manage record views.

    The records associated with the record type you selected display as bars in a calendar. The color of the bars matches the color of the record icon.

  3. Do one of the following to navigate through the calendar:

    • Click the left and right icons or use the horizontal scroll to move backwards and forwards in the calendar.

    • Click Today to center the calendar to today’s date.

    • Select one of the following options from the time frame drown-down menu to update the time increments:

      • Month: Records display in a monthly calendar.

      • Week: Records display in the following areas:

        • Records that span over multiple days display at the top of the calendar.
        • Records that last a day or less, display in the lower half of the calendar view. If you selected to display the hour of he Start and End Dates, the record displays at the appropriate time within the day that it occurs.

  4. Update the following view elements as described in the subsections below:

Add filters

You can reduce the amount of information displayed on the screen by using filters.

Consider the following when working with filters in the calendar view:

  • The filters you create for a calendar view work independently from the filters in any other view applied to the same record type.

  • The filters are unique to the view that you select. Two calendar views of the same record type can have different filters applied to them.

  • Two users looking at the same calendar view see the same filter that is currently applied.

  • You cannot name the filters you build for a calendar view.

  • Removing filters removes them from anyone accessing the same record type as you and who displays the same view as you do.

  • Adding filters in the calendar view is identical to adding filters in the table view.

    For more information, see the “Add filters” section in the article Manage the table view.

  • You can filter by connected record fields or lookup fields.

  • You can filter by lookup fields that display multiple values.

Edit the calendar view settings

Editing the calendar view settings is similar to editing the settings of a timeline view.

For more information, see the “Edit the timeline view settings” section in the article Manage the timeline view.

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