My Calendar

Use My calendar as your personal work calendar

Introduction

My calendar is your personal work calendar overview. You can view work scheduled to you today and days ahead and get an overview of your monthly work schedule. From My calendar, you can access all of your jobs/lines scheduled to you and start working.

Get Started with My Calendar

You can access My calendar from the menu at the bottom of the page, which you can see in the screenshot below.

If you're not working with My calendar, you can disable the module in Setup > Work execution > My calendar > Enabled.

If you want to change some settings to My calendar, read the article 'Calendar Settings' below.

Access My Calendar.
Access My Calendar.

Calendar Settings

You can adjust the following calendar settings to fit your needs by selecting the context menu in the top right:

  • View - By default, the calendar shows a week view. You can change it to a month view by selecting Month view.

In Calendar settings, from the context menu, you can define:

  • First day of the week - Specify whether you want to show the start of the week on a Saturday, Sunday, or Monday.
  • Show week numbers - Enable the display of week numbers in the calendar.
  • View all app settings - Access the settings page for the whole application.

Available actions from the context menu.
Available actions from the context menu.

Use My Calendar

The start page in the My calendar module is a week view where you can see your current and upcoming work in a list sorted by the start time. The work status/stage is shown in a color to the left of a job/line (if set up). By clicking a job/line you'll be taken to the job/line details page. See screenshot 01 for reference.

Each day shows the number of scheduled and registered hours. Scheduled hours (S) is the combination of hours on hour forecasts and planning notes for the day. Registered hours (R) is the sum of all registered hours for the day, so it could be on jobs not scheduled to that day.

In case other workers are scheduled to the same job/line, you can see their initials on each work event. All schedules and jobs/lines are shown with their scheduled start date and time.

If you're using the month view, you can get a general oveview of the work planned and see how many events (jobs/lines) and hours are planned for each day in a month. See screenshot 02.

01: The 'My calendar' start page which shows a week view with work details.
01: The 'My calendar' start page which shows a week view with work details.
02: My calendar shown as a month view where you can view all scheduled hours for the day (S) and the sum of all registered hours for the day (R).
02: My calendar shown as a month view where you can view all scheduled hours for the day (S) and the sum of all registered hours for the day (R).

Planning Notes

You can create, view, edit, and delete planning notes in My calendar. Planning notes made in the Planning board for the current user will be shown in My calendar, and planning notes made in My calendar for the current user will be shown on the Planning board. See screenshot 01.

  1. Set up the module configuration to view and create planning notes in:
    • Setup > Module configurations > Work execution > My calendar > Manage planning notes.
  2. Set up the module configuration to edit and delete planning notes in:
    • Setup > Module configurations > Work execution > My calendar > Manage planning notes.

Create planning notes by selecting the Create note button at the top. In the dialog, fill in the details and select Apply.

Edit and delete planning notes by selecting the planning note you want to edit and make the changes.

01: Planning notes on My calendar are shown with a striped background.
01: Planning notes on My calendar are shown with a striped background.

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