Project Calendar Overview

The purpose of the Project Calendar is to display, by month or week, the current project's Site Visits, Holidays, Contact Calendar Dates, and Project Events that have the Show on Calendar check box checked.

Users can Search for visits by utilizing the multiple filter options:

• View filter can be set by Month or Week in the Project Calendar Default View Configuration Variable under the Project configuration group.
• Category refers to the Site Visit Categories defined in the Administration module under the System Tables
• Type refers to the Site Visit Types defined in the Administration module under the System Tables
• Country - The choices are limited to the list of available sites for the current user.
• If No Country is selected, then the Project Calendar Holiday View Configuration Variable under the Project configuration group determines which holidays are displayed
• If System Holidays is checked, Holidays that are available for the Country set in the Default Country Configuration Variable under the Application configuration group will be displayed

• If Project Holidays is checked, Holidays that are available for the Country set in the Default Project Country Configuration Variable under the Project configuration group will be displayed

• If Holidays for the All Project Countries is checked, Holidays that are available in any of the Project Countries will be displayed

• If a Country is selected, the Country Calendar Holiday View Configuration Variable under the Project Country configuration group determines which holidays are displayed:
• If System Holidays is checked, Holidays that are available for the Country set in the Default Country Configuration Variable under the Application configuration group will be displayed
• If Project Holidays is checked, Holidays that are available for the Country set in the Default Project Country Configuration Variable under the Project configuration group will be displayed

• If Country Holidays is checked, Holidays that are available in the selected Country will be displayed

• If Holidays for All Project Countries is checked, Holidays that are available in any of the Project Countries will be displayed

• Site - The choices are limited to the list of available sites for the current user.

• Team Member - The filter will include the Site Visit Monitor, Site Visit Co-Monitor #1, Site Visit Co-Monitor #2, or other Site Visit Attendees of the Site Visit. The available choices are the active Project Team members for the current Project (as listed on the Project Team page). When a single team member is selected:

• Site Visits from all Projects will display for the selected Team Member

• Contact Calendar Dates for the selected Team Member will display

• Visit Label will toggle the display of information on each Site Visit:

• • Site - the Site Number and Name will display unless the current user does not have Site Visit permission and then Project Site Visit will appear

  • Project -  the Project Name and number of days at the site will display.

To remove all Search options, click the button.

To edit an event, click next to a Site Visit, which will open the Site Visit module or next to a Contact Calendar Date, which will open the Calendar Date module. Users must have Insert permission for the Site Visits feature. See your administrator if you need this permission.

To add an event, click . Users must have Insert permission for the Site Visits feature. See your administrator if you need this permission.

Project Events with the Show on Calendar check box checked will include:

• Icon

= Not Completed

= Completed

• Project Event Name and tooltip

Site Visits in the calendar view are color coded to signify different Site Visit Categories, such as Clinical, Engineering, Training, etc., or the Site Visit Type, such as Service under the Engineering site visit category. The background color for each Site Visit Category and each Site Visit Type is defined on the Site Visit Category or Site Visit Type page respectively of the System Tables. The Site Visit Type background color will override the Site Visit Category color.

For Holidays to display, the Holiday must be active and the Holiday Type must have the Show on Calendar check box checked. The background color of each Holiday date will be set as follows:

• Holidays for the Default Country will be set to pale yellow

• Holidays for the Default Project Country will be set to pale blue

• Holidays for the Selected Country will be set to pale green (only if a Country is selected in the Grid Filter)

• Holidays for All Project Countries will be set to pale gray

For the Country Flag icon to appear, the Enable Country Flag on Calendar Configuration Variable must be set to True, which is on the Administration tab, System Configuration, Domain Configuration, or Project Configuration modules under Site Visits configuration group.

Click here for a description of the Common Buttons found throughout the system.

Month View

Week View