Use the Activity Calendar View to display and edit your project's activities in a familiar monthly calendar format. Bars appearing on the calendar's grid extend from each activity's start to its finish.
In Calendar View, activity bars display in the color specified within the First Bar section of the Bars tab in the Customize Activity Views dialog box, or as the color assigned to an activity code value. Critical activities display as red bars. Milestones display as black diamonds, the same as in the Gantt chart.
I want to
- display the calendar
- navigate through the calendar
- view scheduled activities by date
- add and delete activities
- assign resources and roles
- saving in the calendar view
Display the activity calendar
To display Calendar View on the Activities page:
- Open the project or group of projects you want to work with in the Projects section.
- Click the arrow
of Select Activity View
on the toolbar.
- Click Calendar View
or click Ctrl+Alt+4.
Calendar View displays the month of the project's planned start date.
Navigate through the calendar
To scroll through months:
- Click Forward
to scroll forward to the next month.
- Click Backward
to scroll backward to the previous month.
To return to a view of the current day:
Click the Today link in the upper right corner of the Calendar View to return to the current day.
View scheduled activities by date
To open a Day View:
The Day View displays the complete list of activities scheduled that day and the start and finish hour of activities that occur completely within a day. You can open Day View by double-clicking anywhere in a day of the calendar.
When more activities are scheduled on a day than can be displayed in a day of Calendar View, an ellipsis is displayed within the day.
To view additional activity data:
You can view and change details of selected activities.
Details of activities include information such as successor and predecessor relationships, assignments, notebooks, steps, and other details related to the selected day in the calendar.
- Click on an activity bar.
- From the Activities toolbar, click
, then click Activity Details.
- From the Activity Details menu, select an option, such as Notebooks, Documents, or Predecessors. The dialog box of the selected option opens.
You can open multiple Activity Detail dialog boxes at once. Depending on settings made previously in the Customize Activity Views dialog box, activity detail dialog boxes may display as tabs or open, floating or tiled dialog boxes above or below, or to the right or left of the Activity Calendar.
Add and delete activities
To add an activity to the Activity Calendar:
- Click in a day of the calendar.
- Click Add an Activity
to add an activity.
Note: If your calendar shows a month other than the month that contains your project's data date, you may not receive an immediate, visual indication that the new activity was added. Click to the month that contains your project's data date to view the new activity.
To delete an activity from the Activity Calendar:
- Click on an activity bar in a day of the calendar.
- Click Delete an Activity
to delete an activity.
Assign resources and roles
Note: If the Resource and Roles icons are not displayed in the Activities toolbar, right-click the Activities toolbar and select Assign. The Resource and Roles icons are contained in the Assign group of the toolbar.
Click on an activity bar in a day of the calendar, then click one of the following icons in the Activities toolbar:
Resources, to assign a resource to the selected activities
Roles, to assign a role to the selected activities
Saving in the calendar view
To save data changes in the Activity Calendar:
From the Activities toolbar, click Save to save changes in the Activity Calendar.
To save the Activity Calendar View:
- From the Activities toolbar, click the arrow
of the Customize menu
- Choose:
- Save View
to save changes to the current view.
- Save View As
to use the current view as a basis for a new view. Enter a name for the new view and click OK.
- Save View
- Click Yes when you are prompted to save the view.